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Copper - News and Insights
Canada’s copper premium (location, location, location)
Goldman Sachs has increased its forecast for the 2026 refined-copper deficit outside the US by more than tenfold, from 60,000 tonnes to 640,000 tonnes (and 170,000 tonnes in 2027) — after cutting its global mine-supply estimate by 350,000 tonnes. And it's...
Investment News
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
Major US mineral suppliers say they will not be ready for a January 1, 2027 Pentagon deadline requiring defense contractors to stop purchasing covered rare-earth magnets, tungsten, tantalum and molybdenum sourced from China, Russia, Iran and North Korea. US demand...
Antimony - News and Insights
West faces $500 billion critical minerals financing test — report
West faces $500 billion critical minerals financing test — report
Chinese state and state-directed institutions committed about US$98 billion to overseas mineral projects between 2000-2023 IEA estimates mining will require about US$500 billion of new capital investment through 2040 under current policy settings Western public-finance commitments more than quadrupled from...
Cobalt - News and Insights
Over $750 billion needed for energy mineral supply to meet demand
Over $750 billion needed for energy mineral supply to meet demand
More than US$750 billion needs to be invested in mining and refining between 2026-2040 to meet demand for key energy minerals, according to the latest report by the International Energy Agency. Copper and nickel dominate the capital requirement, with copper...
Investment News
China’s rare-earth restrictions push Japan to mine the Pacific seabed
China’s rare-earth restrictions push Japan to mine the Pacific seabed
China shipped no gallium, dysprosium, terbium or yttrium to Japan in June, extending an eight-month halt in shipments of critical magnet materials — pushing Japan to search for alternative rare earth sources almost six kilometres beneath the Pacific Ocean. Exports...
Helium - News and Insights
China’s helium ban strengthens US grip on global supply
China’s helium ban strengthens US grip on global supply
China halted helium exports on July 10, with no fixed end date China had become a re-export hub for Russian helium, including cargoes reaching Europe the ban follows Russian export controls and disruption to Qatar, which supplied roughly one-third of...
Copper - News and Insights
China’s copper premium jumps fivefold as inventories collapse
China’s copper premium jumps fivefold as inventories collapse
China’s premium for imported copper has surged from around $20 per tonne in late January to $100 per tonne, its highest level since May 2025, according to Shanghai Metals Market. At the same time, copper inventories monitored by the Shanghai...
Investment Insights
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
The price of liquefied natural gas (LNG) may not (yet) be screaming crisis, but the physical market is at risk of its first contraction in 10 years: no LNG carrier transits through the Strait of Hormuz since July 11,  according...
Copper - News and Insights
Congo approves rail deal after US$753 million Lobito Corridor financing
Congo approves rail deal after US$753 million Lobito Corridor financing
The Democratic Republic of Congo has approved a partnership with Portugal’s Mota-Engil to rehabilitate the Congolese section of the Lobito Corridor, moving the US-backed rail project closer to the copper and cobalt mines it was built to reach. The approval,...
Copper - News and Insights
Copper output at Chile’s top producers falls 18% in May
Copper output at Chile’s top producers falls 18% in May
Chile’s state-owned Codelco produced 106,300 tonnes of copper in May 2026, down 18.3% from a year earlier, while BHP-operated Escondida fell 17.6% to 108,800 tonnes and Collahuasi dropped 19.3% to 31,000 tonnes. The fall in output from the world's largest...
Investment News
Australia – India agree uranium export deal
Australia – India agree uranium export deal
India and Australia have finalised the administrative arrangements for Australian uranium exports to India for exclusively peaceful purposes under IAEA safeguards the arrangement sits under the 2015 Australia-India Nuclear Cooperation Agreement and is designed to help India increase non-fossil fuel...
Investment News
US diesel stocks fall 5 million barrels, exposing mining industry
US diesel stocks fall 5 million barrels, exposing mining industry
in the week ending July 3, the US Strategic Petroleum Reserve fell by 6.2 million barrels to 319.5 million, down 21% from a year earlier distillate inventories plunged 5 million barrels to 103.6 million, leaving diesel supply 12% below its...
Cobalt - News and Insights
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
the global sulphuric acid shortage has a new flashpoint: Cameco suspended mining at Cigar Lake on July 1 after a mechanical failure at the acid plant shut Orano’s McClean Lake mill the suspension comes six days after Lotus Resources paused...
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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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Jul 31, 2026
Canada’s copper premium (location, location, location)
Jul 30, 2026
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
Jul 28, 2026
West faces $500 billion critical minerals financing test — report

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