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By The Oregon Group

Cobalt
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
China Molybdenum Company Limited (CMOC), the second largest producer of cobalt in the world, has announced it's reached a deal with the Democratic Republic of Congo's state mining company to life the ban on export of cobalt and copper from the...
Investment News
Over 250 new metal mines needed to meet energy transition demand
Over 250 new metal mines needed to meet energy transition demand
Current mining capacity will need to increase by over 250 mines to meet dramatic increases in critical mineral demand by 2030, according to a new report by the Energy Transitions Commission. The number could be significantly higher without increased efficiency...
Investment News
Global LNG supply set to remain tight throughout 2023
Global LNG supply set to remain tight throughout 2023
According to the latest IEA report, global LNG supply is forecast to increase by only 4% (or over 20 bcm) in 2023. This will not be enough to make up the expected reduction in the continued loss of natural gas...
Investment News
Average nickel price forecast above historical levels despite surplus
Average nickel price forecast above historical levels despite surplus
S&P's latest report, as of April 2023, forecasts the price of the London Metal Exchange (LME) 3-month contract to average US$25,377/t in 2023, and rising above US$27,000/t by 2027. This is despite a fallback, like other base metals, in March,...
Investment News
India forecast to be world’s second largest economy by 2075
India forecast to be world’s second largest economy by 2075
Goldman Sachs projects India will be the world's second largest economy by 2075, The huge growth will be driven by: India has become the world's most populous country with 1.4billion people in April, 2023 boosting participation of its labor force,...
Investment News
Investment in critical minerals development rises 30% in 2022, with market worth $320billion
Investment in critical minerals development rises 30% in 2022, with market worth $320billion
Investment by 20 of the world's largest mining companies, with a significant portfolio in developing energy transition minerals, increased 20% in 2021 and 30% in 2022, according to the IEA's new Critical Minerals Market Review 2023 report. The global market...
Investment News
Ontario plans new SMRs and biggest nuclear power plant, totaling 6,000MW
Ontario plans new SMRs and biggest nuclear power plant, totaling 6,000MW
Canada's Ontario province has set out new plans for a significant expansion of it's nuclear energy capacity, including: 3 additional small modular reactors (SMRs), for a total of four SMRs at the Darlington nuclear site, to power 1.2million homes pre-development...
Nickel
Projected Nickel Shortages
Projected Nickel Shortages
McKinsey & Co. has released a new report, McKinsey stating that without a major ramp-up in mining and refining, the world is going to hit a supply wall by 2030. They specifically reference nickel, copper, lithium, and cobalt and are...
Investment News
China set to be world’s top importer of LNG in 2023
China set to be world’s top importer of LNG in 2023
China is signing more long-term liquified natural gas (LNG) contracts and investing in more export facilities, than any other country, according to a new report. The moves come to strengthen China's energy security and avoid energy shortages similar to what...
Investment News
Africa set to account for 12% of global lithium supply by 2027
Africa set to account for 12% of global lithium supply by 2027
Lithium mines across the African continent are forecast to increase production x30 by 2027, from 2022's levels — accounting for 12% of global supply, compared with 1% in 2022. China, the world's largest refiner of lithium, is making significant deals with...
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...
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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

Cobalt
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
China Molybdenum Company Limited (CMOC), the second largest producer of cobalt in the world, has announced it's reached a deal with the Democratic Republic of Congo's state mining company to life the ban on export of cobalt and copper from the...
Investment News
Over 250 new metal mines needed to meet energy transition demand
Over 250 new metal mines needed to meet energy transition demand
Current mining capacity will need to increase by over 250 mines to meet dramatic increases in critical mineral demand by 2030, according to a new report by the Energy Transitions Commission. The number could be significantly higher without increased efficiency...
Investment News
Global LNG supply set to remain tight throughout 2023
Global LNG supply set to remain tight throughout 2023
According to the latest IEA report, global LNG supply is forecast to increase by only 4% (or over 20 bcm) in 2023. This will not be enough to make up the expected reduction in the continued loss of natural gas...
Investment News
Average nickel price forecast above historical levels despite surplus
Average nickel price forecast above historical levels despite surplus
S&P's latest report, as of April 2023, forecasts the price of the London Metal Exchange (LME) 3-month contract to average US$25,377/t in 2023, and rising above US$27,000/t by 2027. This is despite a fallback, like other base metals, in March,...
Investment News
India forecast to be world’s second largest economy by 2075
India forecast to be world’s second largest economy by 2075
Goldman Sachs projects India will be the world's second largest economy by 2075, The huge growth will be driven by: India has become the world's most populous country with 1.4billion people in April, 2023 boosting participation of its labor force,...
Investment News
Investment in critical minerals development rises 30% in 2022, with market worth $320billion
Investment in critical minerals development rises 30% in 2022, with market worth $320billion
Investment by 20 of the world's largest mining companies, with a significant portfolio in developing energy transition minerals, increased 20% in 2021 and 30% in 2022, according to the IEA's new Critical Minerals Market Review 2023 report. The global market...
Investment News
Ontario plans new SMRs and biggest nuclear power plant, totaling 6,000MW
Ontario plans new SMRs and biggest nuclear power plant, totaling 6,000MW
Canada's Ontario province has set out new plans for a significant expansion of it's nuclear energy capacity, including: 3 additional small modular reactors (SMRs), for a total of four SMRs at the Darlington nuclear site, to power 1.2million homes pre-development...
Nickel
Projected Nickel Shortages
Projected Nickel Shortages
McKinsey & Co. has released a new report, McKinsey stating that without a major ramp-up in mining and refining, the world is going to hit a supply wall by 2030. They specifically reference nickel, copper, lithium, and cobalt and are...
Investment News
China set to be world’s top importer of LNG in 2023
China set to be world’s top importer of LNG in 2023
China is signing more long-term liquified natural gas (LNG) contracts and investing in more export facilities, than any other country, according to a new report. The moves come to strengthen China's energy security and avoid energy shortages similar to what...
Investment News
Africa set to account for 12% of global lithium supply by 2027
Africa set to account for 12% of global lithium supply by 2027
Lithium mines across the African continent are forecast to increase production x30 by 2027, from 2022's levels — accounting for 12% of global supply, compared with 1% in 2022. China, the world's largest refiner of lithium, is making significant deals with...
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...
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

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Jul 03, 2025
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