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By The Oregon Group

Investment News
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
PT Gunbuster Nickel Industry, a US$3 billion China-backed nickel smelter in Indonesia, has reportedly cut production and is at risk of shutting down. The facility, one of the largest smelters in Indonesia, has capacity to produce 1.8 million tons of...
In the Press
A Few Minutes With Peter Grandich And Guest, Anthony Milewski
A Few Minutes With Peter Grandich And Guest, Anthony Milewski
https://youtu.be/FkFpAigaZOs?si=LHJxC3QCdWQgUh-5 PG speaks with Anthony Milewsi about his bullishness for metals and why fundamentals are so supportive for the metals and mining industry.
Investment Insights
Nickel is down, but far from out — why the nickel market is stronger than you think
Nickel is down, but far from out — why the nickel market is stronger than you think
Q&A with Canada Nickel CEO, Mark Selby. Nickel demand is surging, driven by its critical role in electric vehicle (EV) batteries, stainless steel, and defense applications. Yet, the global supply chain is increasingly concentrated in Indonesia and controlled by Chinese...
Geopolitics
US Treasury Secretary in Ukraine to discuss critical minerals deal
US Treasury Secretary in Ukraine to discuss critical minerals deal
Scott Bessent, the US Treasury Secretary, is the first cabinet-level official to visit Ukraine to hold talks with President Volodymyr Zelensky to discuss a potential ceasefire — and a potential critical minerals deal. President Trump has stated he wants an end...
In the Press
Perfect Timing? Experts Urge Investors to Get Serious on Critical Minerals and Silver
Perfect Timing? Experts Urge Investors to Get Serious on Critical Minerals and Silver
Critical minerals and silver experts emphasized the need to enter these markets ahead of the major moves that could lie ahead. The need to ramp up US production of critical metals was a focal point during Oregon Group founder Anthony...
Investment Insights
A chance encounter in Wyoming unearths a uranium treasure
A chance encounter in Wyoming unearths a uranium treasure
Pete Smith, who had just optioned a relatively unknown uranium project at Wyoming's Copper Mountain, was driving through rural cowboy country, when he met a rancher on the side of the road. They shook hands and Pete updated the rancher...
Gold and Silver - News and Insights
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Demand in the global silver market is soaring due to the both the Artificial Intelligence and Green Energy revolutions. As silver supply struggles to keep pace, companies like New Pacific Metals (TSX:NUAG, NYSE American:NEWP) are strategically positioned to benefit. In...
Geopolitics
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum, former North Dakota Governor, has been confirmed as Secretary of the Interior with a bipartisan Senate vote of 79 to 18 — and is reportedly set to lead Trump's National Energy Council and will have a seat on the...
Cobalt - News and Insights
China invests $57 billion to control global supply of critical minerals
China invests $57 billion to control global supply of critical minerals
China has invested nearly US$57 billion in aid and subsidized credit to build out mining and processing projects to seize control of critical minerals across a core group of 19 Belt and Road Initiative (BRI) countries. A new report, compiled...
Crypto - News and Insights
Trump’s Crypto Revolution: The New American Frontier
Trump’s Crypto Revolution: The New American Frontier
Crypto likes to move fast. Perhaps the best example this year: In 2021, President Donald Trump described Bitcoin as a “scam”. Now, in 2025, Trump launched his own meme coin, with $Trump nearly hitting US$15 billion in market value, Bitcoin...
Geopolitics
Fortress North America: a uranium alliance
Fortress North America: a uranium alliance
Canada has proposed a deeper critical mineral alliance with the US in response to President Donald Trump threats to impose a 25% tariff on all Canadian imports. The initiative would pave the way for a "Fortress North America" strategy on...
Investment News
90GW of new nuclear capacity needed to meet data center energy demand expected by 2030 
90GW of new nuclear capacity needed to meet data center energy demand expected by 2030 
An additional 85-90 GW of new nuclear power capacity is needed, from 2023 levels, to power expected data center energy demand growth expected by 2030 — but less than 10% will be available across the world. The latest analysis by Goldman...
Investment News
Trump announces $500 billion in AI infrastructure across US
Trump announces $500 billion in AI infrastructure across US
The formation of a new private sector company to invest US$500 billion across the US over the next 4 years, has been announced by President Donald Trump. The company, named the Stargate Project, is in partnership with initial equity funders...
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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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