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Investment Insights. Stay Ahead.

By The Oregon Group

Copper
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...
Gold and Silver
Lion Rock Resources: first drill program reshapes the Volney story
Lion Rock Resources: first drill program reshapes the Volney story
Sponsored Post: Lion Rock Resources first Phase 1 drill program at Volney is now complete, confirming a serious US critical minerals system, with gold upside. Lion Rock Resources (TSXV:ROAR | OTCQB: LRRIF), has now confirmed there is more than one...
Investment News
Flooding disrupts Cameco uranium supply in Saskatchewan
Flooding disrupts Cameco uranium supply in Saskatchewan
Cameco — the world's second largest uranium producer — has temporarily halted production activities at its Key Lake mill and reduced activity at the McArthur River uranium mine after flooding damaged transport infrastructure in northern Saskatchewan. The shut-in raises fresh risk...
Copper
Freeport pushes Grasberg mine restart to 2028 as copper market tightens
Freeport pushes Grasberg mine restart to 2028 as copper market tightens
Freeport Indonesia has pushed the full restart of the Grasberg Block Cave copper mine into early 2028 — an estimated 3% of global copper supply — extending one of the biggest supply shocks in the global copper market just as shortages...
Boom, Bust and BS
Iran War shocks mining industry (and, is deep-sea mining the answer?)
Iran War shocks mining industry (and, is deep-sea mining the answer?)
https://youtu.be/jz-_fHfrEl0 EPISODE 13. Anthony Milewski and Christian Purefoy are back after a few weeks to catch up on the seismic events happening across mining, supply chains, the conflict in the Middle East and its impact on diesel and sulphuric acid...
Investment News
Sherritt exit exposes fragile nickel supply chain as Cuba loses key operator
Sherritt exit exposes fragile nickel supply chain as Cuba loses key operator
Sherritt International has suspended direct participation in its Cuban joint ventures, effective immediately, after new US sanctions targeting Cuba materially changed the company’s ability to operate on the island. The Canadian miner is repatriating expatriate employees from Cuba and has...
Investment Insights
Canada’s uranium exports go global
Canada’s uranium exports go global
Canada's uranium story is scaling from a North American to a more global story as both production and exports surge: Canada’s uranium output rose from 7,351 tonnes in 2022 to 14,309 tonnes in 2024. That is a 94.7% increase in...
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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

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...
Gold and Silver
Lion Rock Resources: first drill program reshapes the Volney story
Lion Rock Resources: first drill program reshapes the Volney story
Sponsored Post: Lion Rock Resources first Phase 1 drill program at Volney is now complete, confirming a serious US critical minerals system, with gold upside. Lion Rock Resources (TSXV:ROAR | OTCQB: LRRIF), has now confirmed there is more than one...
Investment News
Flooding disrupts Cameco uranium supply in Saskatchewan
Flooding disrupts Cameco uranium supply in Saskatchewan
Cameco — the world's second largest uranium producer — has temporarily halted production activities at its Key Lake mill and reduced activity at the McArthur River uranium mine after flooding damaged transport infrastructure in northern Saskatchewan. The shut-in raises fresh risk...
Copper
Freeport pushes Grasberg mine restart to 2028 as copper market tightens
Freeport pushes Grasberg mine restart to 2028 as copper market tightens
Freeport Indonesia has pushed the full restart of the Grasberg Block Cave copper mine into early 2028 — an estimated 3% of global copper supply — extending one of the biggest supply shocks in the global copper market just as shortages...
Boom, Bust and BS
Iran War shocks mining industry (and, is deep-sea mining the answer?)
Iran War shocks mining industry (and, is deep-sea mining the answer?)
https://youtu.be/jz-_fHfrEl0 EPISODE 13. Anthony Milewski and Christian Purefoy are back after a few weeks to catch up on the seismic events happening across mining, supply chains, the conflict in the Middle East and its impact on diesel and sulphuric acid...
Investment News
Sherritt exit exposes fragile nickel supply chain as Cuba loses key operator
Sherritt exit exposes fragile nickel supply chain as Cuba loses key operator
Sherritt International has suspended direct participation in its Cuban joint ventures, effective immediately, after new US sanctions targeting Cuba materially changed the company’s ability to operate on the island. The Canadian miner is repatriating expatriate employees from Cuba and has...
Investment Insights
Canada’s uranium exports go global
Canada’s uranium exports go global
Canada's uranium story is scaling from a North American to a more global story as both production and exports surge: Canada’s uranium output rose from 7,351 tonnes in 2022 to 14,309 tonnes in 2024. That is a 94.7% increase in...
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 02, 2026
US data center spending hits $50 billion as AI buildout squeezes metal markets
Jun 01, 2026
Aluminium inventories fall below five days of global supply
May 29, 2026
Record oil drawdowns are masking mining’s fuel shock

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