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By The Oregon Group

Antimony - News and Insights
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Between US$500 - US$600 billion in new capital investment is required for mining between 2024-2040 to meet global energy transition targets, as demand for critical minerals is expected to increase rapidly. The International Energy Agency’s (IEA) latest Global Critical Minerals...
Guest Posts
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
Jamie Strauss is the Founder and CEO of Digbee, the leading sustainability disclosure and assurance platform built specifically for the mining sector. Under his leadership, Digbee has become widely acknowledged by Tier 1 capital providers as the industry’s trusted solution...
Boom, Bust and BS
ESG in mining is dead — what comes next?
ESG in mining is dead — what comes next?
https://youtu.be/YfI8sAkgd5o EPISODE 6. Anthony Milewski and Christian Purefoy are joined by special guest Jamie Strauss, CEO and founder of Digbee, to talk about how ESG has blown up — and what comes next. 🎙️ Transcript Conversation between Christian Purefoy, Anthony...
Cobalt - News and Insights
Global electric vehicle fleet to quadruple by 2030
Global electric vehicle fleet to quadruple by 2030
The global electric vehicle (EV) fleet is projected to hit 250 million vehicles by 2030 — excluding two- and three-wheelers (2/3Ws) — marking a x4 increase from the end of 2024, according to the IEA’s Global EV Outlook 2025. This...
Investment Insights
Turbulence in global titanium supply
Turbulence in global titanium supply
Titanium, prized for its strength and versatility, is essential across advanced defense, aerospace, automotive, medical, and industrial sectors. From everyday pigments to jet engines, the titanium dioxide (TiO₂) market was valued at US$24 billion in 2024, with a projected CAGR...
Gold and Silver - News and Insights
Canada, gold’s safe haven
Canada, gold’s safe haven
It was the best of times, it was the worst of times. It was the age of gold, it was the age of bitcoin, it was the epoch of more than $3,000 gold. We're paraphrasing Charles Dickens introduction to a...
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 - News and Insights
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 - News and Insights
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 - News and Insights
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...
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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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Aug 04, 2026
F3 Uranium’s high-grade resource stands out in Athabasca
Jul 31, 2026
Canada’s copper premium (location, location, location)
Jul 30, 2026
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals

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