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By The Oregon Group

Investment News
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...
Cobalt
NOAA ruling opens door to new era of deep-sea mining
NOAA ruling opens door to new era of deep-sea mining
The deep-sea mining industry has moved one step closer to commercial reality after US regulators accepted The Metals Company USA’s consolidated application as compliant, a decision that could help set the permitting template for other companies looking to extract critical...
Cobalt
US pushes allies to pay critical minerals premium
US pushes allies to pay critical minerals premium
US Trade Representative Jamieson Greer has urged allies to pay a “national security premium” for critical minerals sourced outside China US and EU are now assessing reference prices, border-adjusted price floors, price gap subsidies and offtake agreements US was 100%...
Antimony
US invests $8.6 billion in critical minerals deals since January 2025
US invests $8.6 billion in critical minerals deals since January 2025
US government investment in equity stakes in private-sector critical minerals companies since January 2025 hit US$8.6 billion, in the biggest such push into strategic industries since the Second World War. The push is part of a wider US$20.9 billion across...
Copper
Why the Strait of Hormuz crisis could drive copper price higher
Why the Strait of Hormuz crisis could drive copper price higher
Or, how a recession could be bullish for copper this time. copper fell approx 10% the US and Israel launched strikes on Iran in late February, as markets priced in recession and inflation risk but higher oil prices, freight and...
Helium
Russia imposes helium export controls amid global shortage
Russia imposes helium export controls amid global shortage
Russia has imposed helium export controls through the end of 2027, requiring special approval for shipments outside the Eurasian Economic Union Qatar produced about 63 million cubic meters of helium in 2025, close to one-third of global supply helium spot...
Copper
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China is planning to halt sulphuric acid exports from May, tightening an already stressed market for one of mining’s most important industrial chemicals, according to Argus Media — increasing risks for copper, nickel and fertilizer supply chains. Since the start of...
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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

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...
Cobalt
NOAA ruling opens door to new era of deep-sea mining
NOAA ruling opens door to new era of deep-sea mining
The deep-sea mining industry has moved one step closer to commercial reality after US regulators accepted The Metals Company USA’s consolidated application as compliant, a decision that could help set the permitting template for other companies looking to extract critical...
Cobalt
US pushes allies to pay critical minerals premium
US pushes allies to pay critical minerals premium
US Trade Representative Jamieson Greer has urged allies to pay a “national security premium” for critical minerals sourced outside China US and EU are now assessing reference prices, border-adjusted price floors, price gap subsidies and offtake agreements US was 100%...
Antimony
US invests $8.6 billion in critical minerals deals since January 2025
US invests $8.6 billion in critical minerals deals since January 2025
US government investment in equity stakes in private-sector critical minerals companies since January 2025 hit US$8.6 billion, in the biggest such push into strategic industries since the Second World War. The push is part of a wider US$20.9 billion across...
Copper
Why the Strait of Hormuz crisis could drive copper price higher
Why the Strait of Hormuz crisis could drive copper price higher
Or, how a recession could be bullish for copper this time. copper fell approx 10% the US and Israel launched strikes on Iran in late February, as markets priced in recession and inflation risk but higher oil prices, freight and...
Helium
Russia imposes helium export controls amid global shortage
Russia imposes helium export controls amid global shortage
Russia has imposed helium export controls through the end of 2027, requiring special approval for shipments outside the Eurasian Economic Union Qatar produced about 63 million cubic meters of helium in 2025, close to one-third of global supply helium spot...
Copper
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China is planning to halt sulphuric acid exports from May, tightening an already stressed market for one of mining’s most important industrial chemicals, according to Argus Media — increasing risks for copper, nickel and fertilizer supply chains. Since the start of...
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"]
May 13, 2026
IEA warns of more oil price volatility as inventories plunge at record pace
May 13, 2026
Lion Rock Resources: first drill program reshapes the Volney story
May 12, 2026
Flooding disrupts Cameco uranium supply in Saskatchewan

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