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By The Oregon Group

Investment News
China tightens rare earth restrictions with new export controls on US firms
China has added MP Materials and USA Rare Earth to its export control list⁠, restricting Chinese companies from supplying the two US rare earth firms with certain dual-use goods and technologies, putting two of America’s most important rare earth producers⁠...
Investment News
G7 moves to cut China rare earth dependence to below 60% by 2030
G7 moves to cut China rare earth dependence to below 60% by 2030
The G7 has agreed to reduce reliance on any single supplier of rare earths and permanent magnets to below 60% by 2030, in the clearest sign yet that Western governments are trying to turn critical minerals security from policy language...
Cobalt
Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
The sulphuric acid crunch is now feeding directly into critical minerals production costs, with sulphur and acid accounting for an average 33% of C1 costs across key supply chains — rising to 42% for HPAL nickel and 30% for Chilean...
Investment News
Rare Earth prices surge as China keeps export restrictions
Rare Earth prices surge as China keeps export restrictions
Yttrium oxide prices outside China have risen x140 since Beijing imposed rare earth export controls in April 2025, while dysprosium and terbium oxide prices have climbed x4 to x5, according to Argus data cited by Reuters. Yttrium oxide prices hit...
Gold and Silver
Gold mining M&A is back
Gold mining M&A is back
Gold M&A has already topped roughly US$7.9 billion across four major deals in 2026 — a clear signal that producers are paying up for scale, district control and safer jurisdictions. The moves come after gold hit a record high above...
Investment Insights
Nuclear powered ships put uranium at center of global trade and security
Nuclear powered ships put uranium at center of global trade and security
US studying commercial nuclear powered ships through a MARAD request in 2026 for information covering SMRs, port access, insurance, liability, workforce and standards US Navy’s 30-year shipbuilding blueprint plans for the Trump-class battleship to be nuclear-powered the moves build on...
Copper
US data center spending hits $50 billion as AI buildout squeezes metal markets
US data center spending hits $50 billion as AI buildout squeezes metal markets
Spending on US data-center construction has overtaken conventional office building, with the latest US Census Bureau data showing private data-center construction reached a seasonally adjusted annual rate of US$50.706 billion in April 2026, up 28.1% year-on-year. For mining and critical minerals,...
Aluminium
Aluminium inventories fall below five days of global supply
Aluminium inventories fall below five days of global supply
Visible aluminium inventories have fallen to less than five days of global supply, spiking spot aluminum prices to a US$97-a-ton premium to three-month futures — the highest level since 2007. The fall in aluminium inventories is the lowest cover among...
Investment Insights
Record oil drawdowns are masking mining’s fuel shock
Record oil drawdowns are masking mining’s fuel shock
global observed oil inventories fell by 129 million barrels in March and another 117 million barrels in April, according to the IEA IEA member countries have agreed to release 426 million barrels of emergency oil stocks, including 172.2 million barrels...
Boom, Bust and BS
Mining opportunities in Argentina
Mining opportunities in Argentina
https://youtu.be/E8YJHX28IZE EPISODE 14. Anthony Milewski and Christian Purefoy chat to Brian Miller, CEO and Director of Astra Exploration, a high-grade gold and silver project in Argentina and Chile. Argentina’s mining exports totaled a record US$6.037 billion in 2025, up 29.2%...
Copper
Generation Mining: Canada’s undiscovered copper story
Generation Mining: Canada’s undiscovered copper story
The copper price hit an all time high above US$14,000 in May 2026 as mine disruptions, sulphur and diesel shortages, collide against rising demand from electricity grids, AI and defence. The current copper project pipeline could leave the market with...
Investment Insights
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Sponsored Post: Empire Metals is developing the Pitfield Project, a unique, district-scale high-grade titanium deposit in Western Australia. With surging investment across aerospace and defence, secure titanium supply chains are increasingly treated as a critical national security risk. Western buyers need...
Investment News
IEA warns of more oil price volatility as inventories plunge at record pace
IEA warns of more oil price volatility as inventories plunge at record pace
World oil demand is forecast to contract and not meet global demand in 2026, the IEA warns in its May 2026 monthly report. The warning comes as global observed oil inventories were drawn down by 250 million barrels over March and...
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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 News
China tightens rare earth restrictions with new export controls on US firms
China tightens rare earth restrictions with new export controls on US firms
China has added MP Materials and USA Rare Earth to its export control list⁠, restricting Chinese companies from supplying the two US rare earth firms with certain dual-use goods and technologies, putting two of America’s most important rare earth producers⁠...
Investment News
G7 moves to cut China rare earth dependence to below 60% by 2030
G7 moves to cut China rare earth dependence to below 60% by 2030
The G7 has agreed to reduce reliance on any single supplier of rare earths and permanent magnets to below 60% by 2030, in the clearest sign yet that Western governments are trying to turn critical minerals security from policy language...
Cobalt
Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
The sulphuric acid crunch is now feeding directly into critical minerals production costs, with sulphur and acid accounting for an average 33% of C1 costs across key supply chains — rising to 42% for HPAL nickel and 30% for Chilean...
Investment News
Rare Earth prices surge as China keeps export restrictions
Rare Earth prices surge as China keeps export restrictions
Yttrium oxide prices outside China have risen x140 since Beijing imposed rare earth export controls in April 2025, while dysprosium and terbium oxide prices have climbed x4 to x5, according to Argus data cited by Reuters. Yttrium oxide prices hit...
Gold and Silver
Gold mining M&A is back
Gold mining M&A is back
Gold M&A has already topped roughly US$7.9 billion across four major deals in 2026 — a clear signal that producers are paying up for scale, district control and safer jurisdictions. The moves come after gold hit a record high above...
Investment Insights
Nuclear powered ships put uranium at center of global trade and security
Nuclear powered ships put uranium at center of global trade and security
US studying commercial nuclear powered ships through a MARAD request in 2026 for information covering SMRs, port access, insurance, liability, workforce and standards US Navy’s 30-year shipbuilding blueprint plans for the Trump-class battleship to be nuclear-powered the moves build on...
Copper
US data center spending hits $50 billion as AI buildout squeezes metal markets
US data center spending hits $50 billion as AI buildout squeezes metal markets
Spending on US data-center construction has overtaken conventional office building, with the latest US Census Bureau data showing private data-center construction reached a seasonally adjusted annual rate of US$50.706 billion in April 2026, up 28.1% year-on-year. For mining and critical minerals,...
Aluminium
Aluminium inventories fall below five days of global supply
Aluminium inventories fall below five days of global supply
Visible aluminium inventories have fallen to less than five days of global supply, spiking spot aluminum prices to a US$97-a-ton premium to three-month futures — the highest level since 2007. The fall in aluminium inventories is the lowest cover among...
Investment Insights
Record oil drawdowns are masking mining’s fuel shock
Record oil drawdowns are masking mining’s fuel shock
global observed oil inventories fell by 129 million barrels in March and another 117 million barrels in April, according to the IEA IEA member countries have agreed to release 426 million barrels of emergency oil stocks, including 172.2 million barrels...
Boom, Bust and BS
Mining opportunities in Argentina
Mining opportunities in Argentina
https://youtu.be/E8YJHX28IZE EPISODE 14. Anthony Milewski and Christian Purefoy chat to Brian Miller, CEO and Director of Astra Exploration, a high-grade gold and silver project in Argentina and Chile. Argentina’s mining exports totaled a record US$6.037 billion in 2025, up 29.2%...
Copper
Generation Mining: Canada’s undiscovered copper story
Generation Mining: Canada’s undiscovered copper story
The copper price hit an all time high above US$14,000 in May 2026 as mine disruptions, sulphur and diesel shortages, collide against rising demand from electricity grids, AI and defence. The current copper project pipeline could leave the market with...
Investment Insights
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Sponsored Post: Empire Metals is developing the Pitfield Project, a unique, district-scale high-grade titanium deposit in Western Australia. With surging investment across aerospace and defence, secure titanium supply chains are increasingly treated as a critical national security risk. Western buyers need...
Investment News
IEA warns of more oil price volatility as inventories plunge at record pace
IEA warns of more oil price volatility as inventories plunge at record pace
World oil demand is forecast to contract and not meet global demand in 2026, the IEA warns in its May 2026 monthly report. The warning comes as global observed oil inventories were drawn down by 250 million barrels over March and...
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"]
Jun 22, 2026
China tightens rare earth restrictions with new export controls on US firms
Jun 19, 2026
G7 moves to cut China rare earth dependence to below 60% by 2030
Jun 18, 2026
Manhattan Uranium builds North American uranium portfolio for the nuclear fuel reset

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