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By The Oregon Group

Cobalt
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
Uncategorized
80% of US financial support to mining industry is for new mine development
80% of US financial support to mining industry is for new mine development
Since 2021 to Q1 2024, the US government has made US$4.9 billion in commitments to the mining industry, with a particular on critical minerals supply, with more than 80% of the funding focused on new mine developments, according to a...
Cobalt
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to a new report by the International Renewable Energy Alliance (IRENA). In particular: demand for lithium from EV batteries could roughly...
Investment News
Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Investment News
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...
Investment News
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
Investment News
Top risk to mining in 2025 is access to capital
Top risk to mining in 2025 is access to capital
Senior leaders across the mining industry see investment capital as the number one risk to the mining industry in 2025, according to a new survey by EY. In particular, miners need to accelerate growth while maintaining discipline and returns. Environmental...
Investment News
US confirms 25% tariff on critical minerals from China, 100% on EVs
US confirms 25% tariff on critical minerals from China, 100% on EVs
The US has confirmed it will go ahead with Section 301 tariffs on a variety of commodities from China, according to the the Office of the United States Trade Representative. The tariffs include: 100% on electric vehicles 50% on solar...
Investment News
New mines take 29 years to develop in US, second longest in world
New mines take 29 years to develop in US, second longest in world
The US has the second longest mine development times in the world, at almost 29 years on average from first discovery to first production, according to a new report by S&P Global Only mines in Zambia take longer, at 34...
Copper
Copper rally: why the Small Caps will benefit the most
Copper rally: why the Small Caps will benefit the most
Since copper’s move above $4/lb in March 2024, the giant copper producer Freeport-McMoran’s (NYSE: FCX) stock jumped 20+%. That’s a material increase for a $60+ billion company. However, the percentage move pales in comparison with its tiny namesake’s (Freeport Resources...
Investment News
Critical mineral production becomes more geographically concentrated in 2023
Critical mineral production becomes more geographically concentrated in 2023
The geographic concentration of mining and refining of critical minerals has become increasingly concentrated last year — despite efforts by the West to diversify supply chains. According to the latest IEA Global Critical Minerals Outlook 2024 report, the easing of short-term...
Cobalt
Artificial Intelligence and the next critical mineral supercycle
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets....
Investment News
New mines take nearly 18 years to build in 2020-23
New mines take nearly 18 years to build in 2020-23
The average time to build new mines has increased to 17.9 years — almost 18 years — for new mines coming online in 2020-23, a significant jump compared to 12.7 years for mine projects started up 15 years ago, according to new...
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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

Cobalt
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
Uncategorized
80% of US financial support to mining industry is for new mine development
80% of US financial support to mining industry is for new mine development
Since 2021 to Q1 2024, the US government has made US$4.9 billion in commitments to the mining industry, with a particular on critical minerals supply, with more than 80% of the funding focused on new mine developments, according to a...
Cobalt
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to a new report by the International Renewable Energy Alliance (IRENA). In particular: demand for lithium from EV batteries could roughly...
Investment News
Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Investment News
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...
Investment News
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
Investment News
Top risk to mining in 2025 is access to capital
Top risk to mining in 2025 is access to capital
Senior leaders across the mining industry see investment capital as the number one risk to the mining industry in 2025, according to a new survey by EY. In particular, miners need to accelerate growth while maintaining discipline and returns. Environmental...
Investment News
US confirms 25% tariff on critical minerals from China, 100% on EVs
US confirms 25% tariff on critical minerals from China, 100% on EVs
The US has confirmed it will go ahead with Section 301 tariffs on a variety of commodities from China, according to the the Office of the United States Trade Representative. The tariffs include: 100% on electric vehicles 50% on solar...
Investment News
New mines take 29 years to develop in US, second longest in world
New mines take 29 years to develop in US, second longest in world
The US has the second longest mine development times in the world, at almost 29 years on average from first discovery to first production, according to a new report by S&P Global Only mines in Zambia take longer, at 34...
Copper
Copper rally: why the Small Caps will benefit the most
Copper rally: why the Small Caps will benefit the most
Since copper’s move above $4/lb in March 2024, the giant copper producer Freeport-McMoran’s (NYSE: FCX) stock jumped 20+%. That’s a material increase for a $60+ billion company. However, the percentage move pales in comparison with its tiny namesake’s (Freeport Resources...
Investment News
Critical mineral production becomes more geographically concentrated in 2023
Critical mineral production becomes more geographically concentrated in 2023
The geographic concentration of mining and refining of critical minerals has become increasingly concentrated last year — despite efforts by the West to diversify supply chains. According to the latest IEA Global Critical Minerals Outlook 2024 report, the easing of short-term...
Cobalt
Artificial Intelligence and the next critical mineral supercycle
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets....
Investment News
New mines take nearly 18 years to build in 2020-23
New mines take nearly 18 years to build in 2020-23
The average time to build new mines has increased to 17.9 years — almost 18 years — for new mines coming online in 2020-23, a significant jump compared to 12.7 years for mine projects started up 15 years ago, according to new...
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
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Global demand for magnetic Rare Earth Elements expected to triple by 2035

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