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By The Oregon Group

Cobalt
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
the Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the feedstock for sulphuric acid used across nickel, copper and fertilizer supply chains Indonesia, which produces...
Investment Insights
Data centres are looking upstream for Canada’s uranium
Data centres are looking upstream for Canada’s uranium
Canada's NexGen Energy’s CEO has revealed the company is in talks with data-centre providers to help finance a new mine to secure long-term uranium supply for nuclear plants powering AI data centres. "It's coming. You've seen it with automakers. These...
Gold and Silver
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days  The bull market is here, it’s time to make some money and there plenty of companies worth looking at...
Investment Insights
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
Sponsored post: ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation ReeXploration Inc (TSX-V: REE | FSE: K2i) is advancing the Eureka project, a dual-commodity critical minerals system positioned around global energy security and diversification of Western supply...
Copper
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
As the price of copper soars over global supply-demand concerns, more than US$5 billion dollars worth of investment have been announced in Canadian copper projects in 2025 — with more expected in the coming year: in December 2025, Vale and Glencore...
Investment Insights
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain Can you name the world's three largest uranium producers? Kazakhstan, Canada... Australia, you say? Nope, it's Namibia, with 7,333 tonnes of uranium production in 2024, providing an estimated 10% of global...
Investment Insights
Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
demand is compounding: Uranium demand forecast to rise 28% by 2030 and more than double by 2040 as nuclear capacity expands and lifetimes extend, led by China and a Western policy pivot supply is concentrated and slow to respond: 63...
Investment News
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
PT Weda Bay Nickel has been told to file a 2026 work plan reflecting 12 million wet metric tonnes of annual production and sales, a sharp cut from the 42 million wet metric tonnes permitted for 2025, according to a...
Investment Insights
Can lithium hit $30,000 in 2026?
Can lithium hit $30,000 in 2026?
price volatility: lithium carbonate prices increased 130% in late 2025 tightening supply: global lithium consumption forecast to jump 13–17% in 2026, driven by EVs, heavy electric trucks, and grid battery storage geopolitics: China processes over 75% of the world’s lithium...
Antimony
US launches $12 billion strategic minerals stockpile
US launches $12 billion strategic minerals stockpile
US is creating a $12 billion strategic minerals stockpile to reduce dependence on China the program targets rare earths, lithium, nickel, cobalt, graphite and other critical minerals funding will be routed through EXIM Bank and federal procurement mechanisms The US...
Copper
Can copper hit $15,000 in 2026?
Can copper hit $15,000 in 2026?
LME cash copper prices hit an all-time high of $13,300 per metric ton on January 6, 2026, marking a 50% year-on-year increase The International Copper Study Group (ICSG) projects a 150,000-ton refined copper deficit for 2026, while J.P. Morgan estimates...
Copper
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Dr. Nathan Chutas, Senior VP Operations and Director, is a professional geologist with over 20 years exploration and mining experience across North America, South Africa, Mexico, and most recently seven years in Papua New Guinea. Nathan holds PhD in Geological Sciences...
Copper
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Global mining investment will be dominated by three main drivers in 2026: geopolitics, the energy transition, cautious capital investment, according to the latest report by Wood Mackenzie. Specific events in particular that will set the tone of trade and growth...
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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

Cobalt
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
the Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the feedstock for sulphuric acid used across nickel, copper and fertilizer supply chains Indonesia, which produces...
Investment Insights
Data centres are looking upstream for Canada’s uranium
Data centres are looking upstream for Canada’s uranium
Canada's NexGen Energy’s CEO has revealed the company is in talks with data-centre providers to help finance a new mine to secure long-term uranium supply for nuclear plants powering AI data centres. "It's coming. You've seen it with automakers. These...
Gold and Silver
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days  The bull market is here, it’s time to make some money and there plenty of companies worth looking at...
Investment Insights
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
Sponsored post: ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation ReeXploration Inc (TSX-V: REE | FSE: K2i) is advancing the Eureka project, a dual-commodity critical minerals system positioned around global energy security and diversification of Western supply...
Copper
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
As the price of copper soars over global supply-demand concerns, more than US$5 billion dollars worth of investment have been announced in Canadian copper projects in 2025 — with more expected in the coming year: in December 2025, Vale and Glencore...
Investment Insights
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain Can you name the world's three largest uranium producers? Kazakhstan, Canada... Australia, you say? Nope, it's Namibia, with 7,333 tonnes of uranium production in 2024, providing an estimated 10% of global...
Investment Insights
Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
demand is compounding: Uranium demand forecast to rise 28% by 2030 and more than double by 2040 as nuclear capacity expands and lifetimes extend, led by China and a Western policy pivot supply is concentrated and slow to respond: 63...
Investment News
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
PT Weda Bay Nickel has been told to file a 2026 work plan reflecting 12 million wet metric tonnes of annual production and sales, a sharp cut from the 42 million wet metric tonnes permitted for 2025, according to a...
Investment Insights
Can lithium hit $30,000 in 2026?
Can lithium hit $30,000 in 2026?
price volatility: lithium carbonate prices increased 130% in late 2025 tightening supply: global lithium consumption forecast to jump 13–17% in 2026, driven by EVs, heavy electric trucks, and grid battery storage geopolitics: China processes over 75% of the world’s lithium...
Antimony
US launches $12 billion strategic minerals stockpile
US launches $12 billion strategic minerals stockpile
US is creating a $12 billion strategic minerals stockpile to reduce dependence on China the program targets rare earths, lithium, nickel, cobalt, graphite and other critical minerals funding will be routed through EXIM Bank and federal procurement mechanisms The US...
Copper
Can copper hit $15,000 in 2026?
Can copper hit $15,000 in 2026?
LME cash copper prices hit an all-time high of $13,300 per metric ton on January 6, 2026, marking a 50% year-on-year increase The International Copper Study Group (ICSG) projects a 150,000-ton refined copper deficit for 2026, while J.P. Morgan estimates...
Copper
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Dr. Nathan Chutas, Senior VP Operations and Director, is a professional geologist with over 20 years exploration and mining experience across North America, South Africa, Mexico, and most recently seven years in Papua New Guinea. Nathan holds PhD in Geological Sciences...
Copper
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Global mining investment will be dominated by three main drivers in 2026: geopolitics, the energy transition, cautious capital investment, according to the latest report by Wood Mackenzie. Specific events in particular that will set the tone of trade and growth...
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.

[mepr-membership-registration-form id="4595"]
Mar 09, 2026
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Mar 05, 2026
PDAC 2026: I was in the room. I was at the dinner. Save this.
Mar 03, 2026
Data centres are looking upstream for Canada’s uranium

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