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By The Oregon Group

Investment Insights
US mines produced $98.2billion in nonfuel mineral commodities in 2022
The annual US Geological Survey Mineral Commodity Summaries report, highlights US mines produced approximately an estimated $3.6 billion increase over the 2021 revised total of $94.6 billion. The mineral commodities include cement, iron ore and sand and gravel; precious metals such as...
Investment Insights
Gold demand increased 18% year-on-year in 2022
Gold demand increased 18% year-on-year in 2022
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual total since 2011. Demand from central banks doubled to 1,1326t in 2022 (from 450t in 2021), hitting a new 55-year...
Investment Insights
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has been cut by 500tU, due to "wellhead development, procurement and supply chain issues, including inflationary pressure on production materials." To...
Investment Insights
Price of rice continues to rise, adding pressure on global food inflation
Price of rice continues to rise, adding pressure on global food inflation
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to Vietnam, but also the Middle East, Africa, South America and the West as consumers turned away from wheat, made more...
Investment Insights
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new report by BloombergNEF. This is approximately the same amount as invested in fossil fuels, for the first time. But this...
Investment Insights
Carbon Offset market could reach $1 trillion, BloombergNEF
Carbon Offset market could reach $1 trillion, BloombergNEF
A new report from BloombergNEF states the total value of carbon credits produced and sold to help companies and individuals meet their de-carbonization goals could approach $1 trillion as soon as 2037. "Doubts over credit quality and climate impact gave...
Investment Insights
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
A survey by McKinsey of more than 1,300 US row- and specialty-crop farmers in 2022, reveals farmers are embracing new products and technologies to manage market unpredictability. "Farmers are using agriculture technology to support more farming operations. Tools that might...
Investment Insights
US certifies first small modular nuclear reactor design
US certifies first small modular nuclear reactor design
The US Nuclear Regulatory Commission (NRC) has issued it's final rule to certify NuScale Power’s small modular reactor, effective February 21, 2023. “SMRs are no longer an abstract concept” Assistant Secretary for Nuclear Energy Kathryn Huff said, in a Department of...
Investment Insights
Global oil demand to hit record 101.7 million barrels a day in 2023
Nearly 50% of the 1.9mb/d increase in oil demand this year is to come from China after it lifted it's Covid restrictions, according to the IEA. Meanwhile, world oil supply growth in 2023 is set to slow to 1 mb/d...
Investment Insights
Protests in Peru threaten almost $4 billion worth of global copper supply
Protests in Peru threaten almost $4 billion worth of global copper supply
Peru's third largest mine, Las Bambas, has reportedly not exported any copper concentrate since January 3, and Glencore's large Antapaccay mine is also facing "restricted" capacity.* UPDATE: Glencore has now suspended operations at Antapaccay copper mine after protesters set fire...
Investment Insights
Nearly two-thirds of Canadians now support further development of nuclear power
According to a new, non-profit survey, the percentage of Canadians who would like further development of nuclear power has increased from 51% in 2021 to 57% in 2023. "As the world pushes towards net-zero emissions targets, and away from the...
Investment Insights
India approves US$2.3 billion to support green hydrogen energy production, to create global hub
India's cabinet has approved the "National Green Hydrogen Mission", to make India a global green hydrogen hub by 2030, including: development of green  hydrogen production capacity of at least 5 million metric tonnes per year, with an associated renewable energy...
Investment Insights
Oil demand in China forecast to reach record levels
Daily consumption in China may expand by 800,000 barrels, a Bloomberg survey shows. Wood MacKenzie suggests the recovery may pick up from second quarter of this year. Our analysis on what the return of oil means for the global economy:...
The Oregon Group

The Oregon Group

The Oregon Group is an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

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Twitter Linkedin Rss

Stay Ahead

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

By The Oregon Group

Investment Insights
US mines produced $98.2billion in nonfuel mineral commodities in 2022
US mines produced $98.2billion in nonfuel mineral commodities in 2022
The annual US Geological Survey Mineral Commodity Summaries report, highlights US mines produced approximately an estimated $3.6 billion increase over the 2021 revised total of $94.6 billion. The mineral commodities include cement, iron ore and sand and gravel; precious metals such as...
Investment Insights
Gold demand increased 18% year-on-year in 2022
Gold demand increased 18% year-on-year in 2022
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual total since 2011. Demand from central banks doubled to 1,1326t in 2022 (from 450t in 2021), hitting a new 55-year...
Investment Insights
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has been cut by 500tU, due to "wellhead development, procurement and supply chain issues, including inflationary pressure on production materials." To...
Investment Insights
Price of rice continues to rise, adding pressure on global food inflation
Price of rice continues to rise, adding pressure on global food inflation
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to Vietnam, but also the Middle East, Africa, South America and the West as consumers turned away from wheat, made more...
Investment Insights
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new report by BloombergNEF. This is approximately the same amount as invested in fossil fuels, for the first time. But this...
Investment Insights
Carbon Offset market could reach $1 trillion, BloombergNEF
Carbon Offset market could reach $1 trillion, BloombergNEF
A new report from BloombergNEF states the total value of carbon credits produced and sold to help companies and individuals meet their de-carbonization goals could approach $1 trillion as soon as 2037. "Doubts over credit quality and climate impact gave...
Investment Insights
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
A survey by McKinsey of more than 1,300 US row- and specialty-crop farmers in 2022, reveals farmers are embracing new products and technologies to manage market unpredictability. "Farmers are using agriculture technology to support more farming operations. Tools that might...
Investment Insights
US certifies first small modular nuclear reactor design
US certifies first small modular nuclear reactor design
The US Nuclear Regulatory Commission (NRC) has issued it's final rule to certify NuScale Power’s small modular reactor, effective February 21, 2023. “SMRs are no longer an abstract concept” Assistant Secretary for Nuclear Energy Kathryn Huff said, in a Department of...
Investment Insights
Global oil demand to hit record 101.7 million barrels a day in 2023
Nearly 50% of the 1.9mb/d increase in oil demand this year is to come from China after it lifted it's Covid restrictions, according to the IEA. Meanwhile, world oil supply growth in 2023 is set to slow to 1 mb/d...
Investment Insights
Protests in Peru threaten almost $4 billion worth of global copper supply
Protests in Peru threaten almost $4 billion worth of global copper supply
Peru's third largest mine, Las Bambas, has reportedly not exported any copper concentrate since January 3, and Glencore's large Antapaccay mine is also facing "restricted" capacity.* UPDATE: Glencore has now suspended operations at Antapaccay copper mine after protesters set fire...
Investment Insights
Nearly two-thirds of Canadians now support further development of nuclear power
According to a new, non-profit survey, the percentage of Canadians who would like further development of nuclear power has increased from 51% in 2021 to 57% in 2023. "As the world pushes towards net-zero emissions targets, and away from the...
Investment Insights
India approves US$2.3 billion to support green hydrogen energy production, to create global hub
India's cabinet has approved the "National Green Hydrogen Mission", to make India a global green hydrogen hub by 2030, including: development of green  hydrogen production capacity of at least 5 million metric tonnes per year, with an associated renewable energy...
Investment Insights
Oil demand in China forecast to reach record levels
Daily consumption in China may expand by 800,000 barrels, a Bloomberg survey shows. Wood MacKenzie suggests the recovery may pick up from second quarter of this year. Our analysis on what the return of oil means for the global economy:...
The Oregon Group

The Oregon Group

The Oregon Group is an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

Follow for more

Twitter Linkedin Rss

Stay Ahead

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

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Feb 06, 2023
US mines produced $98.2billion in nonfuel mineral commodities in 2022
Feb 01, 2023
Gold demand increased 18% year-on-year in 2022
Jan 30, 2023
Kazakhstan uranium production falls in 2022 and 2023

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