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By The Oregon Group

Investment News
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...
Investment News
Kazatomprom, world’s largest uranium producer, cuts 2024 supply guidance, with warnings into 2025
Kazatomprom, world’s largest uranium producer, cuts 2024 supply guidance, with warnings into 2025
The world's largest producer of uranium, Kazatomprom, has updated it's production guidance from 25,300 tU to 21,750 tU for 2024, a decrease of over 14%. Also, production volume for the majority of its uranium mining operations will be approximately 20%...
Investment News
Investment in global energy transition hits record $1.8 trillion in 2023
Investment in global energy transition hits record $1.8 trillion in 2023
Investment in clean energy increased 17% in 2023, to reach $1.77 trillion, according to the latest BloombergNEF report. Electrified transport, including electric batteries and vehicles, is now the largest sector for spending in the energy transition, growing 36% in 2023...
Energy Transition
Renewable energy capacity forecast to increase x2.5 from 2023-2030
Renewable energy capacity forecast to increase x2.5 from 2023-2030
The world is set to add more renewable capacity in the next 5 years, than installed in the last 100 years, according to a new report by the IEA. The forecast acceleration in growth comes after annual global additions of...
Investment News
Electric vehicles hit record sales in 2023, despite slowdown
Electric vehicles hit record sales in 2023, despite slowdown
Chinese automaker, BYD, sold 526,409 fully electric vehicles (EVs) in comparison to Tesla’s 484,507 in 4Q 2023. This means BYD is now the top company in the world for EVs, with annual sales of 3,024,417, a year-on-year increase of 62.3%. And that...
Investment News
Sales of electric vehicles set to hit record 14 million in 2023, up 36% from 2022
Sales of electric vehicles set to hit record 14 million in 2023, up 36% from 2022
An estimated 94 million new electric cars, trucks and buses are forecast to be added to the global fleet in 2023, with the total number of four-wheeled road vehicles now at 1.57 billion, up to 2.1% from 2022, according to...
Investment News
22 countries to triple nuclear energy capacity by 2050
22 countries to triple nuclear energy capacity by 2050
More than 20 countries, across 4 continents, have pledged to triple global nuclear capacity by 2050. The countries signed up to the declaration at COP28, the UN Climate Change Conference, include the US, Canada, UK, France, Japan, Sweden, Finland, Sweden,...
Cobalt
US tightens restrictions on critical minerals and electric battery parts from China
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted or processed from China, or other foreign entity of concern (FEOC), will not be eligible for a US$7,500 credit from...
Copper
Chile’s copper production falls 4.4% in October 2023
Chile’s copper production falls 4.4% in October 2023
Chile copper production has fallen again from 464,311 tonnes in October 2023 compared to 485,447 tonnes produced in October 2022, according to Chile's National Institute of Statistics. Chile is the world's largest copper producer in the world, with 29% 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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By The Oregon Group

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...
Investment News
Kazatomprom, world’s largest uranium producer, cuts 2024 supply guidance, with warnings into 2025
Kazatomprom, world’s largest uranium producer, cuts 2024 supply guidance, with warnings into 2025
The world's largest producer of uranium, Kazatomprom, has updated it's production guidance from 25,300 tU to 21,750 tU for 2024, a decrease of over 14%. Also, production volume for the majority of its uranium mining operations will be approximately 20%...
Investment News
Investment in global energy transition hits record $1.8 trillion in 2023
Investment in global energy transition hits record $1.8 trillion in 2023
Investment in clean energy increased 17% in 2023, to reach $1.77 trillion, according to the latest BloombergNEF report. Electrified transport, including electric batteries and vehicles, is now the largest sector for spending in the energy transition, growing 36% in 2023...
Energy Transition
Renewable energy capacity forecast to increase x2.5 from 2023-2030
Renewable energy capacity forecast to increase x2.5 from 2023-2030
The world is set to add more renewable capacity in the next 5 years, than installed in the last 100 years, according to a new report by the IEA. The forecast acceleration in growth comes after annual global additions of...
Investment News
Electric vehicles hit record sales in 2023, despite slowdown
Electric vehicles hit record sales in 2023, despite slowdown
Chinese automaker, BYD, sold 526,409 fully electric vehicles (EVs) in comparison to Tesla’s 484,507 in 4Q 2023. This means BYD is now the top company in the world for EVs, with annual sales of 3,024,417, a year-on-year increase of 62.3%. And that...
Investment News
Sales of electric vehicles set to hit record 14 million in 2023, up 36% from 2022
Sales of electric vehicles set to hit record 14 million in 2023, up 36% from 2022
An estimated 94 million new electric cars, trucks and buses are forecast to be added to the global fleet in 2023, with the total number of four-wheeled road vehicles now at 1.57 billion, up to 2.1% from 2022, according to...
Investment News
22 countries to triple nuclear energy capacity by 2050
22 countries to triple nuclear energy capacity by 2050
More than 20 countries, across 4 continents, have pledged to triple global nuclear capacity by 2050. The countries signed up to the declaration at COP28, the UN Climate Change Conference, include the US, Canada, UK, France, Japan, Sweden, Finland, Sweden,...
Cobalt
US tightens restrictions on critical minerals and electric battery parts from China
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted or processed from China, or other foreign entity of concern (FEOC), will not be eligible for a US$7,500 credit from...
Copper
Chile’s copper production falls 4.4% in October 2023
Chile’s copper production falls 4.4% in October 2023
Chile copper production has fallen again from 464,311 tonnes in October 2023 compared to 485,447 tonnes produced in October 2022, according to Chile's National Institute of Statistics. Chile is the world's largest copper producer in the world, with 29% 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.

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Jul 03, 2025
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