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By The Oregon Group

Boom, Bust and BS
Junior gold miners — why now?
https://youtu.be/5kUto4qXMPg EPISODE 5. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold exploration mining company in Canada. 🎙️...
Investment Insights
The great uranium disconnect
The great uranium disconnect
New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades. In the immediate term, we have seen a pullback in...
Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls. 🎙️ Transcript...
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
Investment Insights
Namibia: Africa’s new oil frontier 
Namibia: Africa’s new oil frontier 
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Investment News
Uranium demand could rise 140% by 2050, according to nuclear agencies
Uranium demand could rise 140% by 2050, according to nuclear agencies
World annual reactor-related uranium requirements are projected to rise to between around 90,000 tU/y and 142,000 tU/y by 2050, from 59,000 tU in 2023 — an increase of 53% and 140% respectively. According to the latest "Red Book" report by the...
Investment News
China announces rare earth export restrictions
China announces rare earth export restrictions
China has announced export restrictions on seven rare earth minerals, effective immediately, in response to the recent tariffs by US President Trump. The restrictions include: Samarium Gadolinium Terbium Dysprosium Lutetium Scandium Yttrium The restrictions will impact all countries, not just...
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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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By The Oregon Group

Boom, Bust and BS
Junior gold miners — why now?
Junior gold miners — why now?
https://youtu.be/5kUto4qXMPg EPISODE 5. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold exploration mining company in Canada. 🎙️...
Investment Insights
The great uranium disconnect
The great uranium disconnect
New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades. In the immediate term, we have seen a pullback in...
Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls. 🎙️ Transcript...
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
Investment Insights
Namibia: Africa’s new oil frontier 
Namibia: Africa’s new oil frontier 
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Investment News
Uranium demand could rise 140% by 2050, according to nuclear agencies
Uranium demand could rise 140% by 2050, according to nuclear agencies
World annual reactor-related uranium requirements are projected to rise to between around 90,000 tU/y and 142,000 tU/y by 2050, from 59,000 tU in 2023 — an increase of 53% and 140% respectively. According to the latest "Red Book" report by the...
Investment News
China announces rare earth export restrictions
China announces rare earth export restrictions
China has announced export restrictions on seven rare earth minerals, effective immediately, in response to the recent tariffs by US President Trump. The restrictions include: Samarium Gadolinium Terbium Dysprosium Lutetium Scandium Yttrium The restrictions will impact all countries, not just...
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 23, 2026
Copper’s new demand stack (and the AI chokepoint)
Jun 22, 2026
China tightens rare earth restrictions with new export controls on US firms
Jun 19, 2026
G7 moves to cut China rare earth dependence to below 60% by 2030

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