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By The Oregon Group

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US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
The Quad — comprising the US, Australia, India, and Japan — has formally launched a new Critical Minerals Partnership, aimed at securing supply chains for rare earths, lithium, graphite, and other strategic inputs vital to clean energy and defense sectors....
Investment News
China’s rare earth restrictions easing but US supply still de-prioritized
China’s rare earth restrictions easing but US supply still de-prioritized
The approval rate for rare earth export licences from China has climbed from 25% to 60%, according to European supplier group CLEPA. But shipments destined for the US or routed through third countries like India remain deprioritised, sustaining risks to...
Investment Insights
Securing Western titanium supply: Australia’s strategic opportunity
Securing Western titanium supply: Australia’s strategic opportunity
Amidst global titanium supply volatility, Australia has the potential to be a key strategic supplier for Western nations seeking supply chain security, with some of the world's largest reserves and production: Australia holds the world's largest titanium mineral reserves. As...
Boom, Bust and BS
How to discover uranium in Canada
How to discover uranium in Canada
https://youtu.be/Yqy2Pf2yEgM EPISODE 9. Anthony Milewski and Christian Purefoy are joined by special guest Dev Randhawa, CEO and Chairman of F3 Uranium, to talk about the new nuclear energy renaissance, especially with. new demand coming online from AI and data centres,...
Gold and Silver
Why junior gold company AMEX Exploration is positioned to be built or bought
Why junior gold company AMEX Exploration is positioned to be built or bought
Sponsored Post: why junior gold company AMEX Exploration is positioned to be built or bought The gold market is experiencing record high prices, with gold trading above US$3,400 an ounce as of June 2025 after hitting fresh highs in February....
Boom, Bust and BS
Titanium mining coming to North America?
Titanium mining coming to North America?
https://youtu.be/QHwHgsPo-Jg EPISODE 8. Anthony Milewski and Christian Purefoy are joined by special guests Mike Stier, CEO of Saga Metals (TSXV: SAGA | OTCQB SAGMF) and Michael Garagan, Geologist of Saga Metals, to talk about the importance of titanium, especially in...
Investment Insights
Uranium prices: how did we get here; what comes next
Uranium prices: how did we get here; what comes next
Nuclear power is on track to hit record demand in 2025, but uranium — the fuel powering it — has seen prices fall from highs of US$107 in 2024 to US$63 in March 2025. The supply crunch that helped drive prices up hasn’t...
Antimony
G7 to agree strategy to secure critical minerals supply
G7 to agree strategy to secure critical minerals supply
G7 leaders have agreed a new, draft strategy to secure global supply chains for critical minerals in response to China’s growing use of export restrictions, according to a draft communique seen by Reuters and Bloomberg. Importantly, the draft suggests the...
Investment News
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
UPDATE: the Sprott Physical Uranium Trust announced its US$100 million bought-deal financing has been amended to US$200 million due to strong investor demand. Sprott Physical Uranium Trust has announced a US $100 million bought‑deal to finance additional physical uranium purchases — U₃O₈ and UF₆...
Investment Insights
The Opportunity to Get Positioned in Uranium
The Opportunity to Get Positioned in Uranium
After a period of sharp volatility, uranium equities are once again demonstrating their ability to catch many investors off guard: by May 2025, spot uranium hit US$73/lb — a 20% rally off the lows of March — while term prices...
In the Press
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
Investor confidence, a company's license to operate and the ability to attract top talent all hinge on public perception. Especially within the mining industry, compound this by a high-risk environment where regulatory scrutiny, environmental incidents and political tensions can erupt...
Investment News
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
America's MEMA, the Vehicle Suppliers Association, and CLEPA, the European Association of Automotive Suppliers, have issued calls for urgent action to be taken to limit disruption from export restrictions on rare earths by China. In a statement to Reuters, MEMA,...
Gold and Silver
Q&A: unearthing value in the next gold rush with Simon Marcotte
Q&A: unearthing value in the next gold rush with Simon Marcotte
Demand for gold is soaring, with an estimated US$4 trillion worth of gold held by central banks, and US$5 trillion by private investors — a record 3.5% allocation to a global gold portfolio when calculated against US$260 trillion for all...
Picture of The Oregon Group

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

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

By The Oregon Group

Graphite
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
The Quad — comprising the US, Australia, India, and Japan — has formally launched a new Critical Minerals Partnership, aimed at securing supply chains for rare earths, lithium, graphite, and other strategic inputs vital to clean energy and defense sectors....
Investment News
China’s rare earth restrictions easing but US supply still de-prioritized
China’s rare earth restrictions easing but US supply still de-prioritized
The approval rate for rare earth export licences from China has climbed from 25% to 60%, according to European supplier group CLEPA. But shipments destined for the US or routed through third countries like India remain deprioritised, sustaining risks to...
Investment Insights
Securing Western titanium supply: Australia’s strategic opportunity
Securing Western titanium supply: Australia’s strategic opportunity
Amidst global titanium supply volatility, Australia has the potential to be a key strategic supplier for Western nations seeking supply chain security, with some of the world's largest reserves and production: Australia holds the world's largest titanium mineral reserves. As...
Boom, Bust and BS
How to discover uranium in Canada
How to discover uranium in Canada
https://youtu.be/Yqy2Pf2yEgM EPISODE 9. Anthony Milewski and Christian Purefoy are joined by special guest Dev Randhawa, CEO and Chairman of F3 Uranium, to talk about the new nuclear energy renaissance, especially with. new demand coming online from AI and data centres,...
Gold and Silver
Why junior gold company AMEX Exploration is positioned to be built or bought
Why junior gold company AMEX Exploration is positioned to be built or bought
Sponsored Post: why junior gold company AMEX Exploration is positioned to be built or bought The gold market is experiencing record high prices, with gold trading above US$3,400 an ounce as of June 2025 after hitting fresh highs in February....
Boom, Bust and BS
Titanium mining coming to North America?
Titanium mining coming to North America?
https://youtu.be/QHwHgsPo-Jg EPISODE 8. Anthony Milewski and Christian Purefoy are joined by special guests Mike Stier, CEO of Saga Metals (TSXV: SAGA | OTCQB SAGMF) and Michael Garagan, Geologist of Saga Metals, to talk about the importance of titanium, especially in...
Investment Insights
Uranium prices: how did we get here; what comes next
Uranium prices: how did we get here; what comes next
Nuclear power is on track to hit record demand in 2025, but uranium — the fuel powering it — has seen prices fall from highs of US$107 in 2024 to US$63 in March 2025. The supply crunch that helped drive prices up hasn’t...
Antimony
G7 to agree strategy to secure critical minerals supply
G7 to agree strategy to secure critical minerals supply
G7 leaders have agreed a new, draft strategy to secure global supply chains for critical minerals in response to China’s growing use of export restrictions, according to a draft communique seen by Reuters and Bloomberg. Importantly, the draft suggests the...
Investment News
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
UPDATE: the Sprott Physical Uranium Trust announced its US$100 million bought-deal financing has been amended to US$200 million due to strong investor demand. Sprott Physical Uranium Trust has announced a US $100 million bought‑deal to finance additional physical uranium purchases — U₃O₈ and UF₆...
Investment Insights
The Opportunity to Get Positioned in Uranium
The Opportunity to Get Positioned in Uranium
After a period of sharp volatility, uranium equities are once again demonstrating their ability to catch many investors off guard: by May 2025, spot uranium hit US$73/lb — a 20% rally off the lows of March — while term prices...
In the Press
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
Investor confidence, a company's license to operate and the ability to attract top talent all hinge on public perception. Especially within the mining industry, compound this by a high-risk environment where regulatory scrutiny, environmental incidents and political tensions can erupt...
Investment News
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
America's MEMA, the Vehicle Suppliers Association, and CLEPA, the European Association of Automotive Suppliers, have issued calls for urgent action to be taken to limit disruption from export restrictions on rare earths by China. In a statement to Reuters, MEMA,...
Gold and Silver
Q&A: unearthing value in the next gold rush with Simon Marcotte
Q&A: unearthing value in the next gold rush with Simon Marcotte
Demand for gold is soaring, with an estimated US$4 trillion worth of gold held by central banks, and US$5 trillion by private investors — a record 3.5% allocation to a global gold portfolio when calculated against US$260 trillion for all...
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.

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Jul 02, 2025
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
Jul 02, 2025
Small reactors, big stakes: how the global SMR race is reshaping uranium demand
Jun 30, 2025
China’s rare earth restrictions easing but US supply still de-prioritized

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