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By The Oregon Group

Investment News
Toughest US trucking conditions since pandemic on high diesel and financing costs
There has been a “major deterioration” in trucking conditions in October, according to FTR Transportation Intelligence. The FTR’s Trucking Conditions Index (TCI) fell to a -11.16 reading from the -2.35 reported in September — the weakest since it’s record low reading...
Investment News
US Shale oil productivity set lower for 2023
Productivity in America's shale oil industry is set to continue its trend lower next year. This includes the Permian, the largest oil producing basin in the US. The forecast from the EIA comes as Scott Sheffield, chief executive of Texas-based...
Investment News
Diesel imports into Europe surge ahead of Russia sanctions deadline
The EU and UK have imported more than 16 million barrels of diesel from December 1-10. If this rate of imports continues it would be the second-highest for 10 years. The surge comes ahead of a deadline on February 5...
Investment News
US announces $55 billion for Africa, including $15 billion for trade and investment deals
President Joe Biden said the US is "all in" on Africa's future at the first US-Africa summit hosted by Washington in eight years. It comes as the US and China are vying for influence on the continent, especially for critical...
Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
Investment News
Demand for diesel dropping in US
Diesel makes up approximately 85-90% of demand for distillate, so the latest figures from EIA add to concern that high prices are leading to demand destruction, which will have an wider impact on the economy. We expect lower demand and...
Investment News
First time ever US scientists have produced more energy from fusion reaction than it consumes
Confirmation from the US Department of Energy is expected Tuesday, but government scientists in California have reportedly achieved a net gain nuclear fusion reaction. This would be a major breakthrough, especially as fusion energy produces no waste or greenhouse gases....
Investment News
Carbon Credit registry Verra acknowledges delays in processing new projects
As we have discussed in our analysis on the coming carbon credit supply crunch, carbon credit projects take time to develop and approve, and more are coming online. This include the challenge of finding skilled workers. "The rapid growth we...
Investment News
Our latest insider investment insights on China, uranium, and nickel
Investment News
World Bank, IETA, Singapore Govt launch centralized database to help scale global Carbon Credit market
The Climate Action Data Trust is a major new tracking system launched that will allow carbon credit registries to connect in a central database, easing integration and supporting transparency to protect against double counting and enhance trust in the market....
Investment News
Manufacturing falls in Europe as energy prices rise for the long term — which is good for the USA
Energy demand is falling across Europe as natural gas prices rise ahead of winter... ... but this is bad news for Europe's manufacturing sector, as energy intensive industries on the continent (such as aluminum production) shutdown due to spiraling costs...
Hydrogen
BP bets big on Hydrogen Power
BP, the fourth-largest investor-owned oil company in the world, has announced it intends to capture a 10% share of hydrogen in core markets by 2030. Core markets include the US, UK, Europe and Australia. “BP analysis shows that hydrogen could...
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The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

Follow for more

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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

Investment News
Toughest US trucking conditions since pandemic on high diesel and financing costs
There has been a “major deterioration” in trucking conditions in October, according to FTR Transportation Intelligence. The FTR’s Trucking Conditions Index (TCI) fell to a -11.16 reading from the -2.35 reported in September — the weakest since it’s record low reading...
Investment News
US Shale oil productivity set lower for 2023
Productivity in America's shale oil industry is set to continue its trend lower next year. This includes the Permian, the largest oil producing basin in the US. The forecast from the EIA comes as Scott Sheffield, chief executive of Texas-based...
Investment News
Diesel imports into Europe surge ahead of Russia sanctions deadline
The EU and UK have imported more than 16 million barrels of diesel from December 1-10. If this rate of imports continues it would be the second-highest for 10 years. The surge comes ahead of a deadline on February 5...
Investment News
US announces $55 billion for Africa, including $15 billion for trade and investment deals
President Joe Biden said the US is "all in" on Africa's future at the first US-Africa summit hosted by Washington in eight years. It comes as the US and China are vying for influence on the continent, especially for critical...
Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
Investment News
Demand for diesel dropping in US
Diesel makes up approximately 85-90% of demand for distillate, so the latest figures from EIA add to concern that high prices are leading to demand destruction, which will have an wider impact on the economy. We expect lower demand and...
Investment News
First time ever US scientists have produced more energy from fusion reaction than it consumes
Confirmation from the US Department of Energy is expected Tuesday, but government scientists in California have reportedly achieved a net gain nuclear fusion reaction. This would be a major breakthrough, especially as fusion energy produces no waste or greenhouse gases....
Investment News
Carbon Credit registry Verra acknowledges delays in processing new projects
As we have discussed in our analysis on the coming carbon credit supply crunch, carbon credit projects take time to develop and approve, and more are coming online. This include the challenge of finding skilled workers. "The rapid growth we...
Investment News
Our latest insider investment insights on China, uranium, and nickel
Investment News
World Bank, IETA, Singapore Govt launch centralized database to help scale global Carbon Credit market
The Climate Action Data Trust is a major new tracking system launched that will allow carbon credit registries to connect in a central database, easing integration and supporting transparency to protect against double counting and enhance trust in the market....
Investment News
Manufacturing falls in Europe as energy prices rise for the long term — which is good for the USA
Energy demand is falling across Europe as natural gas prices rise ahead of winter... ... but this is bad news for Europe's manufacturing sector, as energy intensive industries on the continent (such as aluminum production) shutdown due to spiraling costs...
Hydrogen
BP bets big on Hydrogen Power
BP, the fourth-largest investor-owned oil company in the world, has announced it intends to capture a 10% share of hydrogen in core markets by 2030. Core markets include the US, UK, Europe and Australia. “BP analysis shows that hydrogen could...
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

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Jan 22, 2025
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