Supply chains for both critical minerals and clean tech will remain — and, in some cases, be increasingly — geographically concentrated in China, according to the latest IEA's World Energy Outlook 2023 report. This includes refined lithium, cobalt, solar PV, wind,...

Evy Hambro, global head of thematic and sector investing at BlackRock Inc, has said in a recent interview, that the mining sector is undervalued with potential for a significant boom. “Our view from speaking to our clients and investors at...

Hedge Funds are starting to increase their exposure to uranium stocks, according to a new report by Bloomberg. The report profiles four managers who see nuclear power and uranium as vital to the green energy transition and a low-carbon future....

Investment in clean energy has increased 40% since 2020, with a record of more than 500GW of renewable generation capacity added in 2023 alone, according to the latest IEA Energy Outlook report. In particular: in 2020, one in 25 cars...

China has introduced new export controls on graphite on “national security” grounds. China dominates the global supply chain for graphite, producing 820,000 metric tonnes of natural graphite in 2021, according to the US Geological Survey, against world production of only 1 million...

Demand for copper and aluminium for use to expand national electricity grids across the world will need to more than double to meet net-zero targets, according to a new report by the IEA. in the announced pledges scenario, from 2041-2050,...

Silver production in Peru, the third largest producer in the world with the third largest reserves, is the lowest it's been for two decades (excluding the Covid pandemic lockdowns). The fall comes as the global silver market had a deficit...

https://youtu.be/q10htz6ycCM The Oregon Group sits down with Martin Vyrda, EVP, Strategy at Nickel28, to discuss the best approach to investing in nickel. "As an investor, what I look at is people always say, grade, grade, grade is like in real...

In it's latest nuclear power estimates report, the International Atomic Energy Agency (IAEA) estimates nuclear electrical generating capacity could double by 2050. They lay out two scenarios: in the low case, nuclear electrical generating capacity projected to increase by about...

Copper demand in China has "suprised to the upside" this year, growing 8% from 2022, according to new Goldman Sachs analysis. The growth has been driven by surging demand for solar energy and other renewable energy, green technologies, electric vehicles,...

Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030, according to the latest report by IEA. Forecast supply from announced projects for critical minerals will provide between 65%-90% of...

Microsoft has announced it's hiring a Principal Program Manager, Nuclear Technology, who will be "responsible for maturing and implementing a global Small Modular Reactor (SMR) and microreactor energy strategy."   The position is tasked with leading the set up of a strategy to integrate nuclear SMR and microreactors to power...