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By The Oregon Group

Copper
Copper supply from Chile declines again
The world's largest copper producer — with 28% of global production — has reported another monthly fall in copper exports. It comes after, earlier this year, production fell to its lowest monthly output for six years. “It has been a complex year in...
Nickel
Top News Highlights for the EV Market in Q2, 2023
Top News Highlights for the EV Market in Q2, 2023
Our latest news highlights list – this one for EVs in the last quarter. Global EV Sales Surge 50% Year-over-Year: In Q2 2023, global battery electric vehicle (BEV) sales experienced a significant 50% increase compared to the same period in...
Nickel
Nickel Makes India’s Top 30
Nickel Makes India’s Top 30
Better late than never. India has named 30 critical minerals that it considers vital for its next generation tech (including defence and communications), and clean tech push. For the nickel bulls among us, I can confirm that yes, nickel is...
Investment News
Sweden passes new energy strategy to include nuclear power
Sweden passes new energy strategy to include nuclear power
Sweden's parliament has changed its national energy target from "100% fossil-free" to "100% renewable" as part of its plan to build new nuclear power plants and meet net zero emissions by 2045. The country expects electricity demand to double to...
Investment News
US set to approve record LNG export capacity
US set to approve record LNG export capacity
US liquefied natural gas (LNG) developers are set to approve three export projects capable of processing 5.1 billion cubic feet per day (bcfd) of gas in the first half of the year, a record volume for new LNG projects in...
Investment News
Germany plans $1.1 billion fund for critical materials mining
Germany plans $1.1 billion fund for critical materials mining
Germany's Economy Minister, Robert Habeck, has announced Germany plans a state fund with investments between US$546 - US$1.1 billion to support the mining of critical minerals. However, this is only half of the US$2.2 billion originally suggested. It comes after...
Investment News
Diesel supply in Europe tightens in summer lull ahead of peak winter demand
Diesel supply in Europe tightens in summer lull ahead of peak winter demand
The diesel prompt spread — the difference between its two nearest futures contract — has spiked as traders pay to secure their inventories. The tight demand comes during what is normally a low demand period in summer, ahead of higher winter demand,...
Investment News
US issues largest loan since financial crisis — $9.2billion — to Ford for three electric battery factories
US issues largest loan since financial crisis — $9.2billion — to Ford for three electric battery factories
The US Department of Energy plans to lend the US$9.2 billion to a joint venture between Ford Motor and South Korea's SK to support the building of three battery plants in Kentucky and Tennessee. Ford plans to make as many...
Nickel
Battery Prices Rise
Battery Prices Rise
According to Benchmark Minerals, the global average price for lithium-ion batteries rose 3.8% in May, landing at $110.70 per kilowatt-hour. Admittedly, that’s not a major jump, however, when automakers are piling pressure on the battery sector to bring battery prices...
Investment News
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
The number of S&P companies citing environmental, social and governance factors during their earnings calls has fallen from a peak of 156 in Q4 2021 to 74 in Q1 2023, a fall of 23%, according to a new report. This...
Investment News
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
A lawsuit against the London Metal Exchange will be heard in the London High Court from June 20-22. Lawyers representing Paul Singer's fund Elliot Investment Management and trading firm Jane Street will be in the High Court in London on...
Investment News
Natural Gas production hits monthly record highs in US Permian basin
Natural Gas production hits monthly record highs in US Permian basin
Natural gas production from largest shale field in the US, the Permian basin in Texas and New Mexico, has climbed to record highs every month this year, according to the latest data from the US Energy Information Administration. This has...
Investment News
European Commission publishes obligations and call for feedback on CBAM introduction
European Commission publishes obligations and call for feedback on CBAM introduction
The European Commission has released a call for views on the implementation of it's Carbon Border Adjustment Mechanism (CBAM) that starts it's transitional phase from October 1 to 2025. "In the CBAM's transitional phase, traders will only have to report...
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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

Copper
Copper supply from Chile declines again
Copper supply from Chile declines again
The world's largest copper producer — with 28% of global production — has reported another monthly fall in copper exports. It comes after, earlier this year, production fell to its lowest monthly output for six years. “It has been a complex year in...
Nickel
Top News Highlights for the EV Market in Q2, 2023
Top News Highlights for the EV Market in Q2, 2023
Our latest news highlights list – this one for EVs in the last quarter. Global EV Sales Surge 50% Year-over-Year: In Q2 2023, global battery electric vehicle (BEV) sales experienced a significant 50% increase compared to the same period in...
Nickel
Nickel Makes India’s Top 30
Nickel Makes India’s Top 30
Better late than never. India has named 30 critical minerals that it considers vital for its next generation tech (including defence and communications), and clean tech push. For the nickel bulls among us, I can confirm that yes, nickel is...
Investment News
Sweden passes new energy strategy to include nuclear power
Sweden passes new energy strategy to include nuclear power
Sweden's parliament has changed its national energy target from "100% fossil-free" to "100% renewable" as part of its plan to build new nuclear power plants and meet net zero emissions by 2045. The country expects electricity demand to double to...
Investment News
US set to approve record LNG export capacity
US set to approve record LNG export capacity
US liquefied natural gas (LNG) developers are set to approve three export projects capable of processing 5.1 billion cubic feet per day (bcfd) of gas in the first half of the year, a record volume for new LNG projects in...
Investment News
Germany plans $1.1 billion fund for critical materials mining
Germany plans $1.1 billion fund for critical materials mining
Germany's Economy Minister, Robert Habeck, has announced Germany plans a state fund with investments between US$546 - US$1.1 billion to support the mining of critical minerals. However, this is only half of the US$2.2 billion originally suggested. It comes after...
Investment News
Diesel supply in Europe tightens in summer lull ahead of peak winter demand
Diesel supply in Europe tightens in summer lull ahead of peak winter demand
The diesel prompt spread — the difference between its two nearest futures contract — has spiked as traders pay to secure their inventories. The tight demand comes during what is normally a low demand period in summer, ahead of higher winter demand,...
Investment News
US issues largest loan since financial crisis — $9.2billion — to Ford for three electric battery factories
US issues largest loan since financial crisis — $9.2billion — to Ford for three electric battery factories
The US Department of Energy plans to lend the US$9.2 billion to a joint venture between Ford Motor and South Korea's SK to support the building of three battery plants in Kentucky and Tennessee. Ford plans to make as many...
Nickel
Battery Prices Rise
Battery Prices Rise
According to Benchmark Minerals, the global average price for lithium-ion batteries rose 3.8% in May, landing at $110.70 per kilowatt-hour. Admittedly, that’s not a major jump, however, when automakers are piling pressure on the battery sector to bring battery prices...
Investment News
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
The number of S&P companies citing environmental, social and governance factors during their earnings calls has fallen from a peak of 156 in Q4 2021 to 74 in Q1 2023, a fall of 23%, according to a new report. This...
Investment News
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
A lawsuit against the London Metal Exchange will be heard in the London High Court from June 20-22. Lawyers representing Paul Singer's fund Elliot Investment Management and trading firm Jane Street will be in the High Court in London on...
Investment News
Natural Gas production hits monthly record highs in US Permian basin
Natural Gas production hits monthly record highs in US Permian basin
Natural gas production from largest shale field in the US, the Permian basin in Texas and New Mexico, has climbed to record highs every month this year, according to the latest data from the US Energy Information Administration. This has...
Investment News
European Commission publishes obligations and call for feedback on CBAM introduction
European Commission publishes obligations and call for feedback on CBAM introduction
The European Commission has released a call for views on the implementation of it's Carbon Border Adjustment Mechanism (CBAM) that starts it's transitional phase from October 1 to 2025. "In the CBAM's transitional phase, traders will only have to report...
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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