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Investment Insights. Stay Ahead.

By The Oregon Group

Investment News
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's nickel contract 18 months ago. The latest volumes highlight the LME's challenge in regaining trust and confidence after they suspended...
Investment News
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium ore processing by nuclear fuels company, Orano, in Niger has been halted as international sanctions against a military junta are impacting logistics. "Given the ongoing closure of Niger's main supply corridor and diminishing stocks of chemical products, the SOMAÏR...
Gold & Silver
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central banks bought up a record 387 tonnes of gold in the first half of 2023, according to the World Gold Council. This trend continued with another 55 tonnes added to central bank reserves in July. "Buying activity remains widespread...
Copper
Australia mining export revenue hits record A$455 billion in 2022-23
Australia mining export revenue hits record A$455 billion in 2022-23
Mining export revenue in Australia totalled A$455 billion (US$298.64 billion) in the financial year 2022-23, according to the Australia Bureau of Statistics. This is a 10.5% increase on 2021-22, which was the previous record. coal (thermal and metallurgical) export revenue...
Investment News
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will be driven by electric vehicle lithium-ion batteries, the West’s desire to diversify from China, and a push for more environmentally-friendly...
Uncategorized
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a new analysis by BloombergNEF. US$137 billion will come from the US over the next 10 years, driven by the Inflation...
Cobalt
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
Investment News
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
The US Nuclear Regulatory Commission (NRC) has approved "new alternative emergency preparedness requirements for small modular reactors and other new technologies". The approval helps simplify the regulated ranges of emergency planning zones for nuclear reactors — with a particular impact...
Cobalt
Electric vehicle market grows by 52% compared to last year
Electric vehicle market grows by 52% compared to last year
Across the US, China, and Western Europe, electric vehicle (EV) sales grew by over half in Q2 2023, compared to Q2 2022, according to a new report by PWC Strategy&. in ten major West Europe economies (inc Germany, UK, France),...
Investment News
Global food prices rise in July
Global food prices rise in July
Global food prices increased 1.3%, up from June, driven particularly by a sharp increase in the FAO Vegetable Oil Price Index, which rose 12.1% from June after seven months of consecutive declines. The increase comes after the termination of the...
Copper
Copper and aluminium now on US critical mineral list
Copper and aluminium now on US critical mineral list
The US Department of Energy (DOE) has added copper and aluminium to their 2023 critical mineral list. This is especially important as the DOE critical materials list inform eligibility for tax credits under the US Inflation Reduction Act. As we’ve...
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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By The Oregon Group

Investment News
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's nickel contract 18 months ago. The latest volumes highlight the LME's challenge in regaining trust and confidence after they suspended...
Investment News
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium ore processing by nuclear fuels company, Orano, in Niger has been halted as international sanctions against a military junta are impacting logistics. "Given the ongoing closure of Niger's main supply corridor and diminishing stocks of chemical products, the SOMAÏR...
Gold & Silver
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central banks bought up a record 387 tonnes of gold in the first half of 2023, according to the World Gold Council. This trend continued with another 55 tonnes added to central bank reserves in July. "Buying activity remains widespread...
Copper
Australia mining export revenue hits record A$455 billion in 2022-23
Australia mining export revenue hits record A$455 billion in 2022-23
Mining export revenue in Australia totalled A$455 billion (US$298.64 billion) in the financial year 2022-23, according to the Australia Bureau of Statistics. This is a 10.5% increase on 2021-22, which was the previous record. coal (thermal and metallurgical) export revenue...
Investment News
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will be driven by electric vehicle lithium-ion batteries, the West’s desire to diversify from China, and a push for more environmentally-friendly...
Uncategorized
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a new analysis by BloombergNEF. US$137 billion will come from the US over the next 10 years, driven by the Inflation...
Cobalt
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
Investment News
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
The US Nuclear Regulatory Commission (NRC) has approved "new alternative emergency preparedness requirements for small modular reactors and other new technologies". The approval helps simplify the regulated ranges of emergency planning zones for nuclear reactors — with a particular impact...
Cobalt
Electric vehicle market grows by 52% compared to last year
Electric vehicle market grows by 52% compared to last year
Across the US, China, and Western Europe, electric vehicle (EV) sales grew by over half in Q2 2023, compared to Q2 2022, according to a new report by PWC Strategy&. in ten major West Europe economies (inc Germany, UK, France),...
Investment News
Global food prices rise in July
Global food prices rise in July
Global food prices increased 1.3%, up from June, driven particularly by a sharp increase in the FAO Vegetable Oil Price Index, which rose 12.1% from June after seven months of consecutive declines. The increase comes after the termination of the...
Copper
Copper and aluminium now on US critical mineral list
Copper and aluminium now on US critical mineral list
The US Department of Energy (DOE) has added copper and aluminium to their 2023 critical mineral list. This is especially important as the DOE critical materials list inform eligibility for tax credits under the US Inflation Reduction Act. As we’ve...
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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Sep 19, 2023
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Sep 13, 2023
The critical mineral wars are coming
Sep 11, 2023
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”

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