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By The Oregon Group

Nickel
Free Trade for Nickel: The Limited Edition
Not one to fall short with new ideas and proposals, Indonesia’s latest suggestion is a limited free trade agreement with the United States, focused primarily on its critical mineral exports (particularly nickel) so that they tie in with eligibility for...
Investment News
US diesel stocks below 5-year average with less that 30 days supply
US diesel stocks below 5-year average with less that 30 days supply
US distillate inventories (diesel and heating fuel) have fallen below the 5-year average despite production remaining high, according to the EIA. One of the driving forces behind the continued low stocks is increased foreign exports, particularly to Europe which banned...
Copper
Chile copper output falls to lowest in 6 years
Chile copper output falls to lowest in 6 years
Chile is the world's largest copper producer, but production has fallen to its lowest monthly output for six years. The state-owned Codelco — the largest copper company in the world — warns problems of water restrictions due to drought, operational delays, falling...
Nickel
Benchmark Study on Seabed Nickel
The Metals Company (TMC) and Benchmark Mineral Intelligence, have completed an environmental impact study of TMC’s NORI-D project - a deep-sea mining effort in the Clarion Clipperton Zone (CCZ), which is a vast stretch of seabed between Hawaii and Mexico....
Investment News
Australia’s critical mineral export revenue expected to beat coal revenue by 2028
Australia’s critical mineral export revenue expected to beat coal revenue by 2028
A new Australia government report forecasts that the global energy transition will lead to a steady increase in demand for copper, nickel, lithium and other critical minerals. Lithium alone is expected to increase from $5billion in 2021-22 to $19billion from...
Investment News
Indonesia’s president promises to improve environmental standards for nickel mining
Indonesia’s president promises to improve environmental standards for nickel mining
As Indonesia works to increase it's nickel production and processing industry, the country's president has pledged to improve environmental standards. Indonesia accounts for 47% of global nickel supply and has the largest reserves in the world, but there are concerns...
Investment News
Critical minerals mining gets tax credits and $1.5 billion infrastructure fund in Canada’s 2023 budget
Critical minerals mining gets tax credits and $1.5 billion infrastructure fund in Canada’s 2023 budget
Canada's new budget proposes: launch of Critical Minerals Infrastructure Fund, allocating $1.5 billion for energy and transportation projects to unlock priority mineral deposits a refundable tax credit equal to 30% of the cost of investments in new machinery and equipment...
Nickel
Nickel Production Up and Prices Down
According to the International Nickel Study Group, global nickel production is up 22% in January compared to the same time last year. That’s despite a slight month-over-month dip from December. Indonesia, the world’s number one production, has seen output surge...
Investment News
New initiative for 200GW of nuclear energy in US by 2050, US Dept of Energy
New initiative for 200GW of nuclear energy in US by 2050, US Dept of Energy
The US Department of Energy launched its Pathways to Commercial Liftoff to accelerate the commercialization and deployment of key clean energy technologies — with a particular focus on nuclear — through engagement between the public and private sectors. The proposed build...
Nickel
VWs Battery Ambitions
Volkswagen has announced plans to invest directly in mines, via its batter division, PowerCo, in order to lower the cost of battery cells and become a global battery supplier. Last year, automakers got a strong taste of just how volatile...
Gold & Silver
Commodities supercycle forecast, Goldman Sachs
Commodities supercycle forecast, Goldman Sachs
Goldman Sachs expects demand for green metals (aluminium, copper, nickel, lithium and cobalt) to accelerate, driven by China and the energy transition in the US and EU, as well as a slowing of aggressive rate hikes by the Fed. The...
Investment News
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
The EU has set new, ambitious targets for their critical minerals and net-zero industrial strategies. By 2030, the bloc's strategic raw material supply chain must now meet: at least 10% of the EU's annual consumption for extraction at least 40% of...
Nickel
Nickel OPEC Not Gaining Much Traction
Towards the end of last year I wrote about Indonesia’s ambitious plan to form an OPEC-style group for nickel producers. The idea was to coordinate supply and ultimately to boost prices. They approached Canada first of all. Canada, the world’s...
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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

Nickel
Free Trade for Nickel: The Limited Edition
Not one to fall short with new ideas and proposals, Indonesia’s latest suggestion is a limited free trade agreement with the United States, focused primarily on its critical mineral exports (particularly nickel) so that they tie in with eligibility for...
Investment News
US diesel stocks below 5-year average with less that 30 days supply
US diesel stocks below 5-year average with less that 30 days supply
US distillate inventories (diesel and heating fuel) have fallen below the 5-year average despite production remaining high, according to the EIA. One of the driving forces behind the continued low stocks is increased foreign exports, particularly to Europe which banned...
Copper
Chile copper output falls to lowest in 6 years
Chile copper output falls to lowest in 6 years
Chile is the world's largest copper producer, but production has fallen to its lowest monthly output for six years. The state-owned Codelco — the largest copper company in the world — warns problems of water restrictions due to drought, operational delays, falling...
Nickel
Benchmark Study on Seabed Nickel
The Metals Company (TMC) and Benchmark Mineral Intelligence, have completed an environmental impact study of TMC’s NORI-D project - a deep-sea mining effort in the Clarion Clipperton Zone (CCZ), which is a vast stretch of seabed between Hawaii and Mexico....
Investment News
Australia’s critical mineral export revenue expected to beat coal revenue by 2028
Australia’s critical mineral export revenue expected to beat coal revenue by 2028
A new Australia government report forecasts that the global energy transition will lead to a steady increase in demand for copper, nickel, lithium and other critical minerals. Lithium alone is expected to increase from $5billion in 2021-22 to $19billion from...
Investment News
Indonesia’s president promises to improve environmental standards for nickel mining
Indonesia’s president promises to improve environmental standards for nickel mining
As Indonesia works to increase it's nickel production and processing industry, the country's president has pledged to improve environmental standards. Indonesia accounts for 47% of global nickel supply and has the largest reserves in the world, but there are concerns...
Investment News
Critical minerals mining gets tax credits and $1.5 billion infrastructure fund in Canada’s 2023 budget
Critical minerals mining gets tax credits and $1.5 billion infrastructure fund in Canada’s 2023 budget
Canada's new budget proposes: launch of Critical Minerals Infrastructure Fund, allocating $1.5 billion for energy and transportation projects to unlock priority mineral deposits a refundable tax credit equal to 30% of the cost of investments in new machinery and equipment...
Nickel
Nickel Production Up and Prices Down
According to the International Nickel Study Group, global nickel production is up 22% in January compared to the same time last year. That’s despite a slight month-over-month dip from December. Indonesia, the world’s number one production, has seen output surge...
Investment News
New initiative for 200GW of nuclear energy in US by 2050, US Dept of Energy
New initiative for 200GW of nuclear energy in US by 2050, US Dept of Energy
The US Department of Energy launched its Pathways to Commercial Liftoff to accelerate the commercialization and deployment of key clean energy technologies — with a particular focus on nuclear — through engagement between the public and private sectors. The proposed build...
Nickel
VWs Battery Ambitions
Volkswagen has announced plans to invest directly in mines, via its batter division, PowerCo, in order to lower the cost of battery cells and become a global battery supplier. Last year, automakers got a strong taste of just how volatile...
Gold & Silver
Commodities supercycle forecast, Goldman Sachs
Commodities supercycle forecast, Goldman Sachs
Goldman Sachs expects demand for green metals (aluminium, copper, nickel, lithium and cobalt) to accelerate, driven by China and the energy transition in the US and EU, as well as a slowing of aggressive rate hikes by the Fed. The...
Investment News
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
The EU has set new, ambitious targets for their critical minerals and net-zero industrial strategies. By 2030, the bloc's strategic raw material supply chain must now meet: at least 10% of the EU's annual consumption for extraction at least 40% of...
Nickel
Nickel OPEC Not Gaining Much Traction
Towards the end of last year I wrote about Indonesia’s ambitious plan to form an OPEC-style group for nickel producers. The idea was to coordinate supply and ultimately to boost prices. They approached Canada first of all. Canada, the world’s...
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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