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By The Oregon Group

Investment Insights
New rail link between Kazakhstan and China to be built, as uranium deal sealed
President of Kazakhstan, Kassym-Jomart Tokayev, announced at the recent Eurasian Economic Forum that China Railways and the Kazakhstan's Kazakh Temir Zholy (KTZ) are developing new rail links between the two countries. "It is extremely important to build effective cooperation with...
Investment Insights
Dept of Energy report highlights US critical materials supply risk
Dept of Energy report highlights US critical materials supply risk
The Department of Energy's latest Critical Materials Assessment report has highlighted six critical materials in the short term, and 12 critical materials in the medium term. Short-term includes: cobalt, dysprosium, gallium, natural graphite, iridium, and neodymium Long-term includes: lithium, nickel, cobalt,...
Investment Insights
EU wants more critical minerals deals with African countries
EU wants more critical minerals deals with African countries
The European Union is currently in negotiations with the Democratic Republic of Congo, and plans talks with other African countries, to boost the economic bloc's supply of critical minerals for it's energy transition. "We expect, in the near future, to...
Climate Legislation
What would “Peak Green” mean for commodity investors
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
Investment Insights
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
A new report from Wood Mackenzie forecasts the world's nuclear capacity will need to triple to 280GW by 2050, to meet global pledges consistent with a 2 °C warming pathway. The challenge will be cost, but voters and legislation are increasingly supportive....
Investment Insights
Goldman Sachs warns of commodity “Great De-Stocking”
Goldman Sachs warns of commodity “Great De-Stocking”
Despite commodity prices moving against their forecasts, Goldman Sachs warns one of the main drivers will have significant impact on prices in the medium-turn. "It is likely the largest physical and financial de-stocking the complex has ever witnessed; hence, the...
Investment Insights
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
An estimated US$2.8 trillion is set to be invested globally in energy in 2023, with an record 60% to be spent on clean technologies (such as renewables, electric vehicles, nuclear power, grids, etc) and $1 trillion on coal, gas and...
Investment Insights
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Automaker Ford is gearing up to boost its electric vehicle production to 2 million cars over the next two and half years. And this will need a secure supply of critical minerals. Ford has announced four new new deals across the...
Investment Insights
China hosts first-ever summit with five Central Asia nations
China hosts first-ever summit with five Central Asia nations
President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The summit highlights China's growing influence in the region as it makes big investments with it's trillion-dollar Belt and Road Initiative...
Investment Insights
NextEra Energy looking to make huge $20 billion bet on green hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy comes as the company's profits were up roughly 70% from 10 years ago, with a capitalization of more than US$150...
Investment Insights
Record platinum deficit forecast for 2023
Record platinum deficit forecast for 2023
The global platinum market is expected to see a deficit of 983 koz in 2023, up 77%, as demand growth outstrips supply. Year-on-year Q1 2023 demand rose 28%, while supply decreased 1% on national electricity supply problems in South Africa....
Investment Insights
Global electric vehicle sales rose 24% in Q1 2023
Global electric vehicle sales rose 24% in Q1 2023
The latest figures from PwC's Strategy& report show sales of battery electric vehicles (BEV) continue to rise across the world. In particular, as early as 2024, every third commercially registered car in Germany could be a BEV. The US BEV...
Investment Insights
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
As Germany shuts down it's remaining nuclear reactors, much of the rest of Europe is moving towards new national programs for nuclear power as part their efforts to secure green energy supply. The Italian parliament, led by Giorgia Meloni, has...
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.

By The Oregon Group

Investment Insights
New rail link between Kazakhstan and China to be built, as uranium deal sealed
New rail link between Kazakhstan and China to be built, as uranium deal sealed
President of Kazakhstan, Kassym-Jomart Tokayev, announced at the recent Eurasian Economic Forum that China Railways and the Kazakhstan's Kazakh Temir Zholy (KTZ) are developing new rail links between the two countries. "It is extremely important to build effective cooperation with...
Investment Insights
Dept of Energy report highlights US critical materials supply risk
Dept of Energy report highlights US critical materials supply risk
The Department of Energy's latest Critical Materials Assessment report has highlighted six critical materials in the short term, and 12 critical materials in the medium term. Short-term includes: cobalt, dysprosium, gallium, natural graphite, iridium, and neodymium Long-term includes: lithium, nickel, cobalt,...
Investment Insights
EU wants more critical minerals deals with African countries
EU wants more critical minerals deals with African countries
The European Union is currently in negotiations with the Democratic Republic of Congo, and plans talks with other African countries, to boost the economic bloc's supply of critical minerals for it's energy transition. "We expect, in the near future, to...
Climate Legislation
What would “Peak Green” mean for commodity investors
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
Investment Insights
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
A new report from Wood Mackenzie forecasts the world's nuclear capacity will need to triple to 280GW by 2050, to meet global pledges consistent with a 2 °C warming pathway. The challenge will be cost, but voters and legislation are increasingly supportive....
Investment Insights
Goldman Sachs warns of commodity “Great De-Stocking”
Goldman Sachs warns of commodity “Great De-Stocking”
Despite commodity prices moving against their forecasts, Goldman Sachs warns one of the main drivers will have significant impact on prices in the medium-turn. "It is likely the largest physical and financial de-stocking the complex has ever witnessed; hence, the...
Investment Insights
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
An estimated US$2.8 trillion is set to be invested globally in energy in 2023, with an record 60% to be spent on clean technologies (such as renewables, electric vehicles, nuclear power, grids, etc) and $1 trillion on coal, gas and...
Investment Insights
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Automaker Ford is gearing up to boost its electric vehicle production to 2 million cars over the next two and half years. And this will need a secure supply of critical minerals. Ford has announced four new new deals across the...
Investment Insights
China hosts first-ever summit with five Central Asia nations
China hosts first-ever summit with five Central Asia nations
President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The summit highlights China's growing influence in the region as it makes big investments with it's trillion-dollar Belt and Road Initiative...
Investment Insights
NextEra Energy looking to make huge $20 billion bet on green hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy comes as the company's profits were up roughly 70% from 10 years ago, with a capitalization of more than US$150...
Investment Insights
Record platinum deficit forecast for 2023
Record platinum deficit forecast for 2023
The global platinum market is expected to see a deficit of 983 koz in 2023, up 77%, as demand growth outstrips supply. Year-on-year Q1 2023 demand rose 28%, while supply decreased 1% on national electricity supply problems in South Africa....
Investment Insights
Global electric vehicle sales rose 24% in Q1 2023
Global electric vehicle sales rose 24% in Q1 2023
The latest figures from PwC's Strategy& report show sales of battery electric vehicles (BEV) continue to rise across the world. In particular, as early as 2024, every third commercially registered car in Germany could be a BEV. The US BEV...
Investment Insights
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
As Germany shuts down it's remaining nuclear reactors, much of the rest of Europe is moving towards new national programs for nuclear power as part their efforts to secure green energy supply. The Italian parliament, led by Giorgia Meloni, has...
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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Jun 07, 2023
Cross Border Carbon Tariffs are coming. This is what investors need to know
Jun 06, 2023
New rail link between Kazakhstan and China to be built, as uranium deal sealed
Jun 05, 2023
Dept of Energy report highlights US critical materials supply risk

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