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By The Oregon Group

Helium
Helium demand to double by 2035
Global demand for helium is forecast to increase from 176million m3 to 322 million m3 — almost double — by 2035. A new report by IDTechEx, expects the growth to come from the semiconductor industry, driven by growth in artificial intelligence and...
Copper
Copper set to be officially listed as critical mineral in US
Copper set to be officially listed as critical mineral in US
The US House of Representatives has passed the Critical Mineral Consistency Act 2024, to expand the definition of officially designated critical minerals to include "critical materials" listed by the Department of Energy. The US list of critical minerals will now...
Investment News
Russia bans enriched uranium to US
Russia bans enriched uranium to US
The Russian government has announced "temporary restrictions" on exports of enriched uranium to the US — but no timeline has been given for when the restrictions might be removed. The ban is reportedly in response to US restrictions on imports of...
Investment News
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle (EV) sales for 2024 are estimated to reach a record 16.7 million units, up from 13.9 million in 2023, according to new data from BloombergNEF. In H1 2024, global EV sales, including both battery-electric and plug-in hybrid, increased...
Investment News
US to deploy 200GW of new nuclear energy by 2050
US to deploy 200GW of new nuclear energy by 2050
President Biden has established domestic nuclear energy deployment targets to at least triple current US capacity (based on 2020 numbers) by 2050. The new framework is "an ambitious, first-of-its-kind framework" including: building new nuclear power plants uprating existing reactors restarting...
Commodities
Global copper demand to increase 70% by 2050, to more than 50 Mt
Global copper demand to increase 70% by 2050, to more than 50 Mt
Total copper demand is forecast to grow at an average rate of 2.6% per year to 2035, an increase from 1.9% from 2006-2021, to more than 50 Mt per year by 2050. A new report by BHP, the world's largest...
Copper
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
To hit net-zero targets by 2050, a total of US$78 trillion investment across upstream, power supply, grid infrastructure, critical minerals and emerging technologies is needed — including approx US$3trillion in metals and mining. A new report by Wood McKenzie sees base...
Investment News
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
Investment News
EU and UK set up financing for purchase of critical minerals
EU and UK set up financing for purchase of critical minerals
The EU and UK — in partnership with the US — have announced a series of measures to support the financing and purchase of critical minerals to support industry and secure supply. The EU is set to launch its critical minerals...
Cobalt
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
Antimony
Global defense hit record highs, bringing minor metals into focus
Global defense hit record highs, bringing minor metals into focus
Global defense stocks are rising to record highs, driven by instability and escalating conflict across the globe, including: war in Ukraine escalation between Israel and Iran, and the threat of a wider conflict in the region Chinese military drills in...
Investment News
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
Investment News
$2 trillion needed in new energy generation to meet surging data center power consumption
$2 trillion needed in new energy generation to meet surging data center power consumption
US utilities will need to increase energy generation by up to 26% by 2028 as energy demand is expected to exceed supply in the next few years, according to new Bain analysis. To put the increase in context, a 26%...
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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

Helium
Helium demand to double by 2035
Helium demand to double by 2035
Global demand for helium is forecast to increase from 176million m3 to 322 million m3 — almost double — by 2035. A new report by IDTechEx, expects the growth to come from the semiconductor industry, driven by growth in artificial intelligence and...
Copper
Copper set to be officially listed as critical mineral in US
Copper set to be officially listed as critical mineral in US
The US House of Representatives has passed the Critical Mineral Consistency Act 2024, to expand the definition of officially designated critical minerals to include "critical materials" listed by the Department of Energy. The US list of critical minerals will now...
Investment News
Russia bans enriched uranium to US
Russia bans enriched uranium to US
The Russian government has announced "temporary restrictions" on exports of enriched uranium to the US — but no timeline has been given for when the restrictions might be removed. The ban is reportedly in response to US restrictions on imports of...
Investment News
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle sales slow, but on track for record growth in 2024
Electric vehicle (EV) sales for 2024 are estimated to reach a record 16.7 million units, up from 13.9 million in 2023, according to new data from BloombergNEF. In H1 2024, global EV sales, including both battery-electric and plug-in hybrid, increased...
Investment News
US to deploy 200GW of new nuclear energy by 2050
US to deploy 200GW of new nuclear energy by 2050
President Biden has established domestic nuclear energy deployment targets to at least triple current US capacity (based on 2020 numbers) by 2050. The new framework is "an ambitious, first-of-its-kind framework" including: building new nuclear power plants uprating existing reactors restarting...
Commodities
Global copper demand to increase 70% by 2050, to more than 50 Mt
Global copper demand to increase 70% by 2050, to more than 50 Mt
Total copper demand is forecast to grow at an average rate of 2.6% per year to 2035, an increase from 1.9% from 2006-2021, to more than 50 Mt per year by 2050. A new report by BHP, the world's largest...
Copper
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
To hit net-zero targets by 2050, a total of US$78 trillion investment across upstream, power supply, grid infrastructure, critical minerals and emerging technologies is needed — including approx US$3trillion in metals and mining. A new report by Wood McKenzie sees base...
Investment News
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
Investment News
EU and UK set up financing for purchase of critical minerals
EU and UK set up financing for purchase of critical minerals
The EU and UK — in partnership with the US — have announced a series of measures to support the financing and purchase of critical minerals to support industry and secure supply. The EU is set to launch its critical minerals...
Cobalt
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
Antimony
Global defense hit record highs, bringing minor metals into focus
Global defense hit record highs, bringing minor metals into focus
Global defense stocks are rising to record highs, driven by instability and escalating conflict across the globe, including: war in Ukraine escalation between Israel and Iran, and the threat of a wider conflict in the region Chinese military drills in...
Investment News
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
Investment News
$2 trillion needed in new energy generation to meet surging data center power consumption
$2 trillion needed in new energy generation to meet surging data center power consumption
US utilities will need to increase energy generation by up to 26% by 2028 as energy demand is expected to exceed supply in the next few years, according to new Bain analysis. To put the increase in context, a 26%...
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 30, 2025
GOLD $30,000: Northern Superior Reports 1.75 g/t Au over 65.0 Metres Including 3.92 g/t Au Over 17.4 Metres, and 101 g/t Au Over 1.0 Metre as part of 11.99 g/t Au Over 9.1 Metres at Philibert (Guest Post by Simon Marcotte)
Jul 29, 2025
Every idea has its time – Crypto Capital is coming for commodities
Jul 28, 2025
Global demand for magnetic Rare Earth Elements expected to triple by 2035

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