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By The Oregon Group

Investment Insights
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Gold and Silver
Australia’s golden opportunity
Australia’s golden opportunity
Gold miners in Australia are reporting "outstanding" production results into 2025 and, with surging gold prices, are leading the Australian Mid-Tier 50 (MT50) in operating cash flows and market capitalisation gains for FY24. 34% increase in total market capitalisation of...
Gold and Silver
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
US president Donald Trump has issued a new executive order exempting gold bullion, uranium, tungsten, graphite, and several other metals from global tariffs, effective Monday, Sept 8. The order also imposes new tariffs on silicone products, resin, and aluminum hydroxide....
Copper
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
The US Department of the Interior has released the draft 2025 List of Critical Minerals adding six new minerals while phasing out others. To be included: potash silicon copper silver rhenium lead And recommended for removal are: arsenic and tellurium...
Cobalt
US drafts $500 million plan to rebuild cobalt stockpile, targeting non-China supply
US drafts $500 million plan to rebuild cobalt stockpile, targeting non-China supply
The Pentagon’s Defense Logistics Agency (DLA) has issued a five-year tender for up to 7,500 t of alloy-grade cobalt, its first cobalt purchase since 1990, seeking to spend between US$2 million and US$500 million to rebuild the nation’s strategic stockpile...
Investment News
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google has partnered with Kairos Power and the Tennessee Valley Authority (TVA) to deploy the US’ first utility-scale Generation IV nuclear reactor. The Hermes 2 plant, slated for Oak Ridge, Tennessee, will deliver 50 megawatts (MW) of carbon-free electricity to...
Cobalt
Battery metals demand set to quadruple by 2040
Battery metals demand set to quadruple by 2040
Global demand for battery metals is forecast to x4 over the next 15 years, even as near-term growth moderates, according to BloombergNEF’s latest Electric Vehicle Outlook 2025. The report forecasts that the mass of metals used in lithium-ion batteries will...
Investment Insights
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
The global trade war, driven by tariffs and export controls, poses a significant threat to Western titanium supply chains, intensifying volatility in a market vital for aerospace, defence, clean energy, and everyday products like paint and sunscreen. The trade war...
Cobalt
US announces US$1 billion to secure critical mineral supply
US announces US$1 billion to secure critical mineral supply
The US Department of Energy has announced plans to deploy nearly US$1 billion in new funding opportunities to build out America’s domestic critical minerals supply chain, marking the most expansive federal investment to date in US-based extraction, processing, and manufacturing...
Investment News
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
The top 40 companies in the global mining industry brought in US$689 billion in revenue in 2024, excluding trading (+1% from 2023), with US$92 billion in net profit — but US$193bn EBITDA (–5% from 2023), according to the latest PwC Mining...
Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
Investment News
China tightens rare earth exports as US claims talks are “about half-way there”
China tightens rare earth exports as US claims talks are “about half-way there”
China continues to restrict exports of rare earths and other critical minerals to defense manufacturers in the West, according to the Wall Street Journal, impacting the production of everything from jet fighters to night-vision goggles. Industry sources confirm China's restrictions...
Investment News
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Demand for Rare Earth Elements (REEs) is expected to triple from 59 kilotons (kt) in 2022 to 176 kt in 2035, driven by strong growth in electric vehicle (EV) adoption, according to a new report by McKinsey. However, as demand...
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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
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Gold and Silver
Australia’s golden opportunity
Australia’s golden opportunity
Gold miners in Australia are reporting "outstanding" production results into 2025 and, with surging gold prices, are leading the Australian Mid-Tier 50 (MT50) in operating cash flows and market capitalisation gains for FY24. 34% increase in total market capitalisation of...
Gold and Silver
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
US president Donald Trump has issued a new executive order exempting gold bullion, uranium, tungsten, graphite, and several other metals from global tariffs, effective Monday, Sept 8. The order also imposes new tariffs on silicone products, resin, and aluminum hydroxide....
Copper
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
The US Department of the Interior has released the draft 2025 List of Critical Minerals adding six new minerals while phasing out others. To be included: potash silicon copper silver rhenium lead And recommended for removal are: arsenic and tellurium...
Cobalt
US drafts $500 million plan to rebuild cobalt stockpile, targeting non-China supply
US drafts $500 million plan to rebuild cobalt stockpile, targeting non-China supply
The Pentagon’s Defense Logistics Agency (DLA) has issued a five-year tender for up to 7,500 t of alloy-grade cobalt, its first cobalt purchase since 1990, seeking to spend between US$2 million and US$500 million to rebuild the nation’s strategic stockpile...
Investment News
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google has partnered with Kairos Power and the Tennessee Valley Authority (TVA) to deploy the US’ first utility-scale Generation IV nuclear reactor. The Hermes 2 plant, slated for Oak Ridge, Tennessee, will deliver 50 megawatts (MW) of carbon-free electricity to...
Cobalt
Battery metals demand set to quadruple by 2040
Battery metals demand set to quadruple by 2040
Global demand for battery metals is forecast to x4 over the next 15 years, even as near-term growth moderates, according to BloombergNEF’s latest Electric Vehicle Outlook 2025. The report forecasts that the mass of metals used in lithium-ion batteries will...
Investment Insights
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
The global trade war, driven by tariffs and export controls, poses a significant threat to Western titanium supply chains, intensifying volatility in a market vital for aerospace, defence, clean energy, and everyday products like paint and sunscreen. The trade war...
Cobalt
US announces US$1 billion to secure critical mineral supply
US announces US$1 billion to secure critical mineral supply
The US Department of Energy has announced plans to deploy nearly US$1 billion in new funding opportunities to build out America’s domestic critical minerals supply chain, marking the most expansive federal investment to date in US-based extraction, processing, and manufacturing...
Investment News
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
The top 40 companies in the global mining industry brought in US$689 billion in revenue in 2024, excluding trading (+1% from 2023), with US$92 billion in net profit — but US$193bn EBITDA (–5% from 2023), according to the latest PwC Mining...
Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
Investment News
China tightens rare earth exports as US claims talks are “about half-way there”
China tightens rare earth exports as US claims talks are “about half-way there”
China continues to restrict exports of rare earths and other critical minerals to defense manufacturers in the West, according to the Wall Street Journal, impacting the production of everything from jet fighters to night-vision goggles. Industry sources confirm China's restrictions...
Investment News
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Demand for Rare Earth Elements (REEs) is expected to triple from 59 kilotons (kt) in 2022 to 176 kt in 2035, driven by strong growth in electric vehicle (EV) adoption, according to a new report by McKinsey. However, as demand...
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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Sep 11, 2025
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
Sep 10, 2025
Rhenium takes off: why jet engines and geopolitics are fueling a price surge (Guest Post by Louis O’Connor)
Sep 09, 2025
Namibia’s oil boom: the race for Africa’s new energy frontier

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