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By The Oregon Group

Investment Insights
Why junior uranium miners are back in the spotlight
Uranium miners rose 7.1% in April 2025, while junior miners increased 8.6% — with momentum continuing in May. The rally was fueled by a 5.4% rise in uranium spot prices to to US$67.70 per pound during April. Now, this has obviously...
Investment News
Trump orders overhaul of US nuclear industrial base
Trump orders overhaul of US nuclear industrial base
President Donald Trump signed four executive orders aimed at overhauling the US nuclear energy sector. These directives seek to expedite reactor approvals, bolster domestic uranium production, and integrate nuclear power into national security and AI infrastructure. REINVIGORATING THE NUCLEAR INDUSTRIAL...
Antimony
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Between US$500 - US$600 billion in new capital investment is required for mining between 2024-2040 to meet global energy transition targets, as demand for critical minerals is expected to increase rapidly. The International Energy Agency’s (IEA) latest Global Critical Minerals...
Guest Post
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
Jamie Strauss is the Founder and CEO of Digbee, the leading sustainability disclosure and assurance platform built specifically for the mining sector. Under his leadership, Digbee has become widely acknowledged by Tier 1 capital providers as the industry’s trusted solution...
Boom, Bust and BS
ESG in mining is dead — what comes next?
ESG in mining is dead — what comes next?
https://youtu.be/YfI8sAkgd5o EPISODE 6. Anthony Milewski and Christian Purefoy are joined by special guest Jamie Strauss, CEO and founder of Digbee, to talk about how ESG has blown up — and what comes next.
Cobalt
Global electric vehicle fleet to quadruple by 2030
Global electric vehicle fleet to quadruple by 2030
The global electric vehicle (EV) fleet is projected to hit 250 million vehicles by 2030 — excluding two- and three-wheelers (2/3Ws) — marking a x4 increase from the end of 2024, according to the IEA’s Global EV Outlook 2025. This...
Investment Insights
Turbulence in global titanium supply
Turbulence in global titanium supply
Titanium, prized for its strength and versatility, is essential across advanced defense, aerospace, automotive, medical, and industrial sectors. From everyday pigments to jet engines, the titanium dioxide (TiO₂) market was valued at US$24 billion in 2024, with a projected CAGR...
Gold and Silver
Canada, gold’s safe haven
Canada, gold’s safe haven
It was the best of times, it was the worst of times. It was the age of gold, it was the age of bitcoin, it was the epoch of more than $3,000 gold. We're paraphrasing Charles Dickens introduction to a...
Boom, Bust and BS
Junior gold miners — why now?
Junior gold miners — why now?
https://youtu.be/5kUto4qXMPg EPISODE 5. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold exploration mining company in Canada.
Investment Insights
The great uranium disconnect
The great uranium disconnect
New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades. In the immediate term, we have seen a pullback in...
Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
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The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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Stay Ahead

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By The Oregon Group

Investment Insights
Why junior uranium miners are back in the spotlight
Why junior uranium miners are back in the spotlight
Uranium miners rose 7.1% in April 2025, while junior miners increased 8.6% — with momentum continuing in May. The rally was fueled by a 5.4% rise in uranium spot prices to to US$67.70 per pound during April. Now, this has obviously...
Investment News
Trump orders overhaul of US nuclear industrial base
Trump orders overhaul of US nuclear industrial base
President Donald Trump signed four executive orders aimed at overhauling the US nuclear energy sector. These directives seek to expedite reactor approvals, bolster domestic uranium production, and integrate nuclear power into national security and AI infrastructure. REINVIGORATING THE NUCLEAR INDUSTRIAL...
Antimony
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Between US$500 - US$600 billion in new capital investment is required for mining between 2024-2040 to meet global energy transition targets, as demand for critical minerals is expected to increase rapidly. The International Energy Agency’s (IEA) latest Global Critical Minerals...
Guest Post
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
Jamie Strauss is the Founder and CEO of Digbee, the leading sustainability disclosure and assurance platform built specifically for the mining sector. Under his leadership, Digbee has become widely acknowledged by Tier 1 capital providers as the industry’s trusted solution...
Boom, Bust and BS
ESG in mining is dead — what comes next?
ESG in mining is dead — what comes next?
https://youtu.be/YfI8sAkgd5o EPISODE 6. Anthony Milewski and Christian Purefoy are joined by special guest Jamie Strauss, CEO and founder of Digbee, to talk about how ESG has blown up — and what comes next.
Cobalt
Global electric vehicle fleet to quadruple by 2030
Global electric vehicle fleet to quadruple by 2030
The global electric vehicle (EV) fleet is projected to hit 250 million vehicles by 2030 — excluding two- and three-wheelers (2/3Ws) — marking a x4 increase from the end of 2024, according to the IEA’s Global EV Outlook 2025. This...
Investment Insights
Turbulence in global titanium supply
Turbulence in global titanium supply
Titanium, prized for its strength and versatility, is essential across advanced defense, aerospace, automotive, medical, and industrial sectors. From everyday pigments to jet engines, the titanium dioxide (TiO₂) market was valued at US$24 billion in 2024, with a projected CAGR...
Gold and Silver
Canada, gold’s safe haven
Canada, gold’s safe haven
It was the best of times, it was the worst of times. It was the age of gold, it was the age of bitcoin, it was the epoch of more than $3,000 gold. We're paraphrasing Charles Dickens introduction to a...
Boom, Bust and BS
Junior gold miners — why now?
Junior gold miners — why now?
https://youtu.be/5kUto4qXMPg EPISODE 5. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold exploration mining company in Canada.
Investment Insights
The great uranium disconnect
The great uranium disconnect
New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades. In the immediate term, we have seen a pullback in...
Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Picture of The Oregon Group

The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

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May 27, 2025
Why junior uranium miners are back in the spotlight
May 24, 2025
Trump orders overhaul of US nuclear industrial base
May 21, 2025
Mining needs $500–600 billion by 2040 to meet Energy Transition goals

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