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Investment Insights. Stay Ahead.

By The Oregon Group

Investment News
Australia – India agree uranium export deal
India and Australia have finalised the administrative arrangements for Australian uranium exports to India for exclusively peaceful purposes under IAEA safeguards the arrangement sits under the 2015 Australia-India Nuclear Cooperation Agreement and is designed to help India increase non-fossil fuel...
Investment News
US diesel stocks fall 5 million barrels, exposing mining industry
US diesel stocks fall 5 million barrels, exposing mining industry
in the week ending July 3, the US Strategic Petroleum Reserve fell by 6.2 million barrels to 319.5 million, down 21% from a year earlier distillate inventories plunged 5 million barrels to 103.6 million, leaving diesel supply 12% below its...
Cobalt
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
the global sulphuric acid shortage has a new flashpoint: Cameco suspended mining at Cigar Lake on July 1 after a mechanical failure at the acid plant shut Orano’s McClean Lake mill the suspension comes six days after Lotus Resources paused...
Investment Insights
America wants new reactors. But can it fuel them in time?
America wants new reactors. But can it fuel them in time?
the US nuclear timeline now includes having three advanced reactor projects to criticality by July 4, 2026, as well as having 400 GW of nuclear capacity by 2050 Antares Nuclear’s Mark-0 reached zero-power criticality at Idaho National Laboratory on June...
Cobalt
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
a modelled 180-day reserve across seven economies could absorb 34% of annual cobalt supply and more than 10% of lithium, graphite and copper supply the US has launched Project Vault with up to US$10 billion in government financing; the G7...
Investment News
Australia has 37 days of diesel stock, only 29 hours in Western Australia
Australia has 37 days of diesel stock, only 29 hours in Western Australia
Australia reports 37 days of national diesel cover; major Pilbara mines may hold only seven to ten days on site; and Western Australia has just 29 hours of diesel stock the Asian diesel crack remains around US$36 per barrel, more...
Graphite
US Army lease awards turn bases into critical minerals safe haven
US Army lease awards turn bases into critical minerals safe haven
the US Army announces conditional long-term lease awards on for at least four companies to build and operate critical mineral processing facilities on Army installations the Army has preliminary lease agreements with Titan Mining, EnergyX, Ioneer and REalloys for graphite,...
Cobalt
Space mining no longer out of this world
Space mining no longer out of this world
Within days of its IPO, SpaceX's market value was pushing toward US$3 trillion, putting a public-market valuation on reusable rocket launches as the infrastructure layer for the next space economy — and, suddenly, space mining looks a little less out of...
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...
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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

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

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By The Oregon Group

Investment News
Australia – India agree uranium export deal
Australia – India agree uranium export deal
India and Australia have finalised the administrative arrangements for Australian uranium exports to India for exclusively peaceful purposes under IAEA safeguards the arrangement sits under the 2015 Australia-India Nuclear Cooperation Agreement and is designed to help India increase non-fossil fuel...
Investment News
US diesel stocks fall 5 million barrels, exposing mining industry
US diesel stocks fall 5 million barrels, exposing mining industry
in the week ending July 3, the US Strategic Petroleum Reserve fell by 6.2 million barrels to 319.5 million, down 21% from a year earlier distillate inventories plunged 5 million barrels to 103.6 million, leaving diesel supply 12% below its...
Cobalt
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
the global sulphuric acid shortage has a new flashpoint: Cameco suspended mining at Cigar Lake on July 1 after a mechanical failure at the acid plant shut Orano’s McClean Lake mill the suspension comes six days after Lotus Resources paused...
Investment Insights
America wants new reactors. But can it fuel them in time?
America wants new reactors. But can it fuel them in time?
the US nuclear timeline now includes having three advanced reactor projects to criticality by July 4, 2026, as well as having 400 GW of nuclear capacity by 2050 Antares Nuclear’s Mark-0 reached zero-power criticality at Idaho National Laboratory on June...
Cobalt
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
a modelled 180-day reserve across seven economies could absorb 34% of annual cobalt supply and more than 10% of lithium, graphite and copper supply the US has launched Project Vault with up to US$10 billion in government financing; the G7...
Investment News
Australia has 37 days of diesel stock, only 29 hours in Western Australia
Australia has 37 days of diesel stock, only 29 hours in Western Australia
Australia reports 37 days of national diesel cover; major Pilbara mines may hold only seven to ten days on site; and Western Australia has just 29 hours of diesel stock the Asian diesel crack remains around US$36 per barrel, more...
Graphite
US Army lease awards turn bases into critical minerals safe haven
US Army lease awards turn bases into critical minerals safe haven
the US Army announces conditional long-term lease awards on for at least four companies to build and operate critical mineral processing facilities on Army installations the Army has preliminary lease agreements with Titan Mining, EnergyX, Ioneer and REalloys for graphite,...
Cobalt
Space mining no longer out of this world
Space mining no longer out of this world
Within days of its IPO, SpaceX's market value was pushing toward US$3 trillion, putting a public-market valuation on reusable rocket launches as the infrastructure layer for the next space economy — and, suddenly, space mining looks a little less out of...
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...
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"]
Jul 10, 2026
Australia – India agree uranium export deal
Jul 08, 2026
US diesel stocks fall 5 million barrels, exposing mining industry
Jul 07, 2026
The Coming Commodity Supercycle Is the Biggest Business Opportunity Founders Are Ignoring

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