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By The Oregon Group

Nickel
Philippines Looks to Give Nickel Exploration a Boost
Speaking at an industry conference, the Philippine government has said it plans to launch expanded exploration efforts starting next year to identify new sites rich in critical minerals such as nickel and chromium. The idea is to reduce investor risk...
Investment News
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's nickel contract 18 months ago. The latest volumes highlight the LME's challenge in regaining trust and confidence after they suspended...
Nickel
Canadian Budget Watchdog and Battery Ambitions
Canadian Budget Watchdog and Battery Ambitions
Canada will need two decades to recover the full value of the $28.2 billion CAD in subsidies pledged to Volkswagen and Stellantis-LG Energy Solution for electric vehicle (EV) battery plants, according to the country’s Parliamentary Budget Officer (PBO). Yves Giroux...
Investment News
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium ore processing by nuclear fuels company, Orano, in Niger has been halted as international sanctions against a military junta are impacting logistics. "Given the ongoing closure of Niger's main supply corridor and diminishing stocks of chemical products, the SOMAÏR...
Gold and Silver
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central banks bought up a record 387 tonnes of gold in the first half of 2023, according to the World Gold Council. This trend continued with another 55 tonnes added to central bank reserves in July. "Buying activity remains widespread...
Nickel
Indonesia Investigates Illegal Nickel Mining
Indonesia Investigates Illegal Nickel Mining
As a reminder of what can happen when one country produces close to half of the world’s nickel, ore prices in Indonesia are on a sharp upward climb, around 10% in just a few weeks, after the Attorney General launched...
Copper
Australia mining export revenue hits record A$455 billion in 2022-23
Australia mining export revenue hits record A$455 billion in 2022-23
Mining export revenue in Australia totalled A$455 billion (US$298.64 billion) in the financial year 2022-23, according to the Australia Bureau of Statistics. This is a 10.5% increase on 2021-22, which was the previous record. coal (thermal and metallurgical) export revenue...
Investment News
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will be driven by electric vehicle lithium-ion batteries, the West’s desire to diversify from China, and a push for more environmentally-friendly...
Hydrogen
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a new analysis by BloombergNEF. US$137 billion will come from the US over the next 10 years, driven by the Inflation...
Cobalt
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Nickel
Top News Highlights for the Energy Storage Market in Q2, 2023
Top News Highlights for the Energy Storage Market in Q2, 2023
Here’s our roundup of energy storage highlights from Q2. Another Round of Record-Breaking U.S. Installations: The U.S. energy storage sector added a record 5,597 MWh in Q2 2023. China's Rapid Expansion: China's cumulative installed capacity of electrical energy storage projects...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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By The Oregon Group

Nickel
Philippines Looks to Give Nickel Exploration a Boost
Philippines Looks to Give Nickel Exploration a Boost
Speaking at an industry conference, the Philippine government has said it plans to launch expanded exploration efforts starting next year to identify new sites rich in critical minerals such as nickel and chromium. The idea is to reduce investor risk...
Investment News
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's nickel contract 18 months ago. The latest volumes highlight the LME's challenge in regaining trust and confidence after they suspended...
Nickel
Canadian Budget Watchdog and Battery Ambitions
Canadian Budget Watchdog and Battery Ambitions
Canada will need two decades to recover the full value of the $28.2 billion CAD in subsidies pledged to Volkswagen and Stellantis-LG Energy Solution for electric vehicle (EV) battery plants, according to the country’s Parliamentary Budget Officer (PBO). Yves Giroux...
Investment News
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium ore processing by nuclear fuels company, Orano, in Niger has been halted as international sanctions against a military junta are impacting logistics. "Given the ongoing closure of Niger's main supply corridor and diminishing stocks of chemical products, the SOMAÏR...
Gold and Silver
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central banks bought up a record 387 tonnes of gold in the first half of 2023, according to the World Gold Council. This trend continued with another 55 tonnes added to central bank reserves in July. "Buying activity remains widespread...
Nickel
Indonesia Investigates Illegal Nickel Mining
Indonesia Investigates Illegal Nickel Mining
As a reminder of what can happen when one country produces close to half of the world’s nickel, ore prices in Indonesia are on a sharp upward climb, around 10% in just a few weeks, after the Attorney General launched...
Copper
Australia mining export revenue hits record A$455 billion in 2022-23
Australia mining export revenue hits record A$455 billion in 2022-23
Mining export revenue in Australia totalled A$455 billion (US$298.64 billion) in the financial year 2022-23, according to the Australia Bureau of Statistics. This is a 10.5% increase on 2021-22, which was the previous record. coal (thermal and metallurgical) export revenue...
Investment News
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will be driven by electric vehicle lithium-ion batteries, the West’s desire to diversify from China, and a push for more environmentally-friendly...
Hydrogen
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a new analysis by BloombergNEF. US$137 billion will come from the US over the next 10 years, driven by the Inflation...
Cobalt
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Nickel
Top News Highlights for the Energy Storage Market in Q2, 2023
Top News Highlights for the Energy Storage Market in Q2, 2023
Here’s our roundup of energy storage highlights from Q2. Another Round of Record-Breaking U.S. Installations: The U.S. energy storage sector added a record 5,597 MWh in Q2 2023. China's Rapid Expansion: China's cumulative installed capacity of electrical energy storage projects...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
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.

[mepr-membership-registration-form id="4595"]

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