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By The Oregon Group

Investment Insights
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Global uranium demand for nuclear reactors is expected to climb from 68,000 tonnes in 2025 to: 86,000 tonnes by 2030 150,000-204,000 tU by 2040 To fill the projected gap from 68,000 to 150,000 tU would need the equivalent of approximately 10...
Investment Insights
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China controls a vertically integrated titanium empire – from ore mines and TiO₂ pigment plants to sponge and aerospace alloy production – giving it unprecedented influence over global prices and supply, but faces structural constraints that creates opportunities for Western...
Investment Insights
Palladium’s comeback: EV slowdown puts the metal into a higher gear
Palladium’s comeback: EV slowdown puts the metal into a higher gear
The price of palladium hit near US$1,500 in October 2025, up more than 50% in 2025, the highest since April 2023 — almost mirroring the soaring rise in price of gold — but, this is not just a debasement trade: the global...
Investment Insights
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
China’s leverage: China provided 70% of global rare-earth mine output in 2024 and nearly 90% of processing capacity; US net import reliance was 80% in 2024 Export controls: after Beijing tightened controls in 2025, China’s overseas magnet shipments fell 74%...
Cobalt
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
Key takeaways China refines 70% of 20 strategic energy minerals and leads production in 19 of them Half of all strategic minerals now subject to export controls, up sharply since 2023 Copper faces a 30% supply shortfall by 2035, even...
Antimony
China lifts export ban gallium, germanium, antimony
China lifts export ban gallium, germanium, antimony
China suspends export ban on three critical minerals — gallium, germanium and antimony Beijing frames controls as national-security licensing, not a permanent ban, signalling strategic flexibility rather than supply-chain guarantee China has suspended the export ban on gallium, germanium and...
Copper
US adds copper, silver, uranium to 2025 critical minerals list
US adds copper and silver to its 2025 critical minerals list, joining uranium among top national-security priorities the list now covers 60 minerals, up from 50 in 2022, signalling a broader definition of “strategic” materials policy support for copper, silver...
Investment Insights
The Great Refill: utilities are back in the uranium market
The Great Refill: utilities are back in the uranium market
long-term uranium contracting sharply up as utilities hedge against future supply shocks; eg Cameco Corporation reports approx 119 million pounds of uranium were placed under long‑term contracts by utilities in 2024 US partnership with Brookfield, Cameco, and Westinghouse to deploy US$80 billion in...
Copper
International Copper Study Group warns of 150,000t deficit in 2026
International Copper Study Group warns of 150,000t deficit in 2026
ICSG forecasts mine-supply growth of just 1.4 % in 2025, down from 2.3 % earlier the surplus expected for 2025 has been trimmed to ~178,000 t, and the market is projected to swing into a 150,000 t deficit in 2026...
Boom, Bust and BS
Gold price over $4000 — what does it mean for gold miners?
Gold price over $4000 — what does it mean for gold miners?
https://youtu.be/jWSCVAk_jY8 EPISODE 10. The gold price is over $4200. 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...
In the Press
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
https://www.youtube.com/watch?v=8SpvjRip7lQ Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...
Gallium and Germanium
US and Australia sign $8.5 billion rare earths deal
US and Australia sign $8.5 billion rare earths deal
US and Australia agreed to provide at least US $1 billion each within six months for raw-and‐processed critical-minerals projects the joint framework explicitly targets mining, separation and processing of critical minerals and rare earths, not just raw extraction includes new...
Investment News
US weighs price floors for critical minerals to counter China
US weighs price floors for critical minerals to counter China
The United States is weighing price floors and "forward-buying" for critical minerals such as rare earths and graphite to counter China’s use of below-cost exports to control global supply chains, according to statements from President Trump adviser Scott Bessent. The...
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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
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Global uranium demand for nuclear reactors is expected to climb from 68,000 tonnes in 2025 to: 86,000 tonnes by 2030 150,000-204,000 tU by 2040 To fill the projected gap from 68,000 to 150,000 tU would need the equivalent of approximately 10...
Investment Insights
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China controls a vertically integrated titanium empire – from ore mines and TiO₂ pigment plants to sponge and aerospace alloy production – giving it unprecedented influence over global prices and supply, but faces structural constraints that creates opportunities for Western...
Investment Insights
Palladium’s comeback: EV slowdown puts the metal into a higher gear
Palladium’s comeback: EV slowdown puts the metal into a higher gear
The price of palladium hit near US$1,500 in October 2025, up more than 50% in 2025, the highest since April 2023 — almost mirroring the soaring rise in price of gold — but, this is not just a debasement trade: the global...
Investment Insights
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
China’s leverage: China provided 70% of global rare-earth mine output in 2024 and nearly 90% of processing capacity; US net import reliance was 80% in 2024 Export controls: after Beijing tightened controls in 2025, China’s overseas magnet shipments fell 74%...
Cobalt
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
Key takeaways China refines 70% of 20 strategic energy minerals and leads production in 19 of them Half of all strategic minerals now subject to export controls, up sharply since 2023 Copper faces a 30% supply shortfall by 2035, even...
Antimony
China lifts export ban gallium, germanium, antimony
China lifts export ban gallium, germanium, antimony
China suspends export ban on three critical minerals — gallium, germanium and antimony Beijing frames controls as national-security licensing, not a permanent ban, signalling strategic flexibility rather than supply-chain guarantee China has suspended the export ban on gallium, germanium and...
Copper
US adds copper, silver, uranium to 2025 critical minerals list
US adds copper and silver to its 2025 critical minerals list, joining uranium among top national-security priorities the list now covers 60 minerals, up from 50 in 2022, signalling a broader definition of “strategic” materials policy support for copper, silver...
Investment Insights
The Great Refill: utilities are back in the uranium market
The Great Refill: utilities are back in the uranium market
long-term uranium contracting sharply up as utilities hedge against future supply shocks; eg Cameco Corporation reports approx 119 million pounds of uranium were placed under long‑term contracts by utilities in 2024 US partnership with Brookfield, Cameco, and Westinghouse to deploy US$80 billion in...
Copper
International Copper Study Group warns of 150,000t deficit in 2026
International Copper Study Group warns of 150,000t deficit in 2026
ICSG forecasts mine-supply growth of just 1.4 % in 2025, down from 2.3 % earlier the surplus expected for 2025 has been trimmed to ~178,000 t, and the market is projected to swing into a 150,000 t deficit in 2026...
Boom, Bust and BS
Gold price over $4000 — what does it mean for gold miners?
Gold price over $4000 — what does it mean for gold miners?
https://youtu.be/jWSCVAk_jY8 EPISODE 10. The gold price is over $4200. 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...
In the Press
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
Anthony Milewski: The Power of Investing in Battery Metals and Carbon Credits
https://www.youtube.com/watch?v=8SpvjRip7lQ Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...
Gallium and Germanium
US and Australia sign $8.5 billion rare earths deal
US and Australia sign $8.5 billion rare earths deal
US and Australia agreed to provide at least US $1 billion each within six months for raw-and‐processed critical-minerals projects the joint framework explicitly targets mining, separation and processing of critical minerals and rare earths, not just raw extraction includes new...
Investment News
US weighs price floors for critical minerals to counter China
US weighs price floors for critical minerals to counter China
The United States is weighing price floors and "forward-buying" for critical minerals such as rare earths and graphite to counter China’s use of below-cost exports to control global supply chains, according to statements from President Trump adviser Scott Bessent. The...
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"]

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Dec 08, 2025
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
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Dec 03, 2025
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