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By The Oregon Group

Climate Legislation
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
Investment News
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
A new report from Wood Mackenzie forecasts the world's nuclear capacity will need to triple to 280GW by 2050, to meet global pledges consistent with a 2 °C warming pathway. The challenge will be cost, but voters and legislation are increasingly supportive....
Gold & Silver
Goldman Sachs warns of commodity “Great De-Stocking”
Goldman Sachs warns of commodity “Great De-Stocking”
Despite commodity prices moving against their forecasts, Goldman Sachs warns one of the main drivers will have significant impact on prices in the medium-turn. "It is likely the largest physical and financial de-stocking the complex has ever witnessed; hence, the...
Investment News
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
An estimated US$2.8 trillion is set to be invested globally in energy in 2023, with an record 60% to be spent on clean technologies (such as renewables, electric vehicles, nuclear power, grids, etc) and $1 trillion on coal, gas and...
Investment News
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Automaker Ford is gearing up to boost its electric vehicle production to 2 million cars over the next two and half years. And this will need a secure supply of critical minerals. Ford has announced four new new deals across the...
Nickel
Indonesia Nickel Production to Rise; Outpace Demand
As reported by Reuters, according to materials research at CICC, Indonesia is on track to quadruple nickel capacity by 2025, reaching a total of 1.2 million tonnes. Based on those figures, CRU Group’s Ellie Wang, based in Shanghai, is forecasting...
Investment News
China hosts first-ever summit with five Central Asia nations
China hosts first-ever summit with five Central Asia nations
President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The summit highlights China's growing influence in the region as it makes big investments with it's trillion-dollar Belt and Road Initiative...
Hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy comes as the company's profits were up roughly 70% from 10 years ago, with a capitalization of more than US$150...
Investment News
Record platinum deficit forecast for 2023
Record platinum deficit forecast for 2023
The global platinum market is expected to see a deficit of 983 koz in 2023, up 77%, as demand growth outstrips supply. Year-on-year Q1 2023 demand rose 28%, while supply decreased 1% on national electricity supply problems in South Africa....
Investment News
Global electric vehicle sales rose 24% in Q1 2023
Global electric vehicle sales rose 24% in Q1 2023
The latest figures from PwC's Strategy& report show sales of battery electric vehicles (BEV) continue to rise across the world. In particular, as early as 2024, every third commercially registered car in Germany could be a BEV. The US BEV...
Investment News
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
As Germany shuts down it's remaining nuclear reactors, much of the rest of Europe is moving towards new national programs for nuclear power as part their efforts to secure green energy supply. The Italian parliament, led by Giorgia Meloni, has...
Nickel
Another Small Step Forwards for Battery Recycling
Glencore and Li-Cycle are teaming up to build Europe’s largest battery recycling facility. An old lead refinery in Sardinia will be redeveloped into a major hub for processing black mass, which is the gritty, pre-treated battery scrap that contains battery...
Investment News
Glencore plans to develop largest European electric battery recycling hub
Glencore plans to develop largest European electric battery recycling hub
Glencore and Li-Cycle have announced a joint study to look into the feasibility of a recycling hub for critical battery minerals, including nickel, cobalt and lithium. The hub would be based in Portovesme, Italy (repurposing the closed zinc sulphide “Portovesme...
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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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Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

By The Oregon Group

Climate Legislation
What would “Peak Green” mean for commodity investors
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
Investment News
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
A new report from Wood Mackenzie forecasts the world's nuclear capacity will need to triple to 280GW by 2050, to meet global pledges consistent with a 2 °C warming pathway. The challenge will be cost, but voters and legislation are increasingly supportive....
Gold & Silver
Goldman Sachs warns of commodity “Great De-Stocking”
Goldman Sachs warns of commodity “Great De-Stocking”
Despite commodity prices moving against their forecasts, Goldman Sachs warns one of the main drivers will have significant impact on prices in the medium-turn. "It is likely the largest physical and financial de-stocking the complex has ever witnessed; hence, the...
Investment News
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
An estimated US$2.8 trillion is set to be invested globally in energy in 2023, with an record 60% to be spent on clean technologies (such as renewables, electric vehicles, nuclear power, grids, etc) and $1 trillion on coal, gas and...
Investment News
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
Automaker Ford is gearing up to boost its electric vehicle production to 2 million cars over the next two and half years. And this will need a secure supply of critical minerals. Ford has announced four new new deals across the...
Nickel
Indonesia Nickel Production to Rise; Outpace Demand
As reported by Reuters, according to materials research at CICC, Indonesia is on track to quadruple nickel capacity by 2025, reaching a total of 1.2 million tonnes. Based on those figures, CRU Group’s Ellie Wang, based in Shanghai, is forecasting...
Investment News
China hosts first-ever summit with five Central Asia nations
China hosts first-ever summit with five Central Asia nations
President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The summit highlights China's growing influence in the region as it makes big investments with it's trillion-dollar Belt and Road Initiative...
Hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy comes as the company's profits were up roughly 70% from 10 years ago, with a capitalization of more than US$150...
Investment News
Record platinum deficit forecast for 2023
Record platinum deficit forecast for 2023
The global platinum market is expected to see a deficit of 983 koz in 2023, up 77%, as demand growth outstrips supply. Year-on-year Q1 2023 demand rose 28%, while supply decreased 1% on national electricity supply problems in South Africa....
Investment News
Global electric vehicle sales rose 24% in Q1 2023
Global electric vehicle sales rose 24% in Q1 2023
The latest figures from PwC's Strategy& report show sales of battery electric vehicles (BEV) continue to rise across the world. In particular, as early as 2024, every third commercially registered car in Germany could be a BEV. The US BEV...
Investment News
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
As Germany shuts down it's remaining nuclear reactors, much of the rest of Europe is moving towards new national programs for nuclear power as part their efforts to secure green energy supply. The Italian parliament, led by Giorgia Meloni, has...
Nickel
Another Small Step Forwards for Battery Recycling
Glencore and Li-Cycle are teaming up to build Europe’s largest battery recycling facility. An old lead refinery in Sardinia will be redeveloped into a major hub for processing black mass, which is the gritty, pre-treated battery scrap that contains battery...
Investment News
Glencore plans to develop largest European electric battery recycling hub
Glencore plans to develop largest European electric battery recycling hub
Glencore and Li-Cycle have announced a joint study to look into the feasibility of a recycling hub for critical battery minerals, including nickel, cobalt and lithium. The hub would be based in Portovesme, Italy (repurposing the closed zinc sulphide “Portovesme...
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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