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By The Oregon Group

Nickel
Top News Highlights for the Nickel Market in Q2, 2023
Here’s our roundup of nickel highlights from Q2. Continued Market Surplus: The global nickel market continued to grapple with oversupply. The International Nickel Study Group (INSG) reported a surplus of 27,400 metric tons in June 2023, up from 17,100 metric...
Investment News
Diesel prices start to rise again globally
Diesel prices start to rise again globally
The cost of diesel in the US appears to have bottomed out and begun to rise across the country, according to the latest figures from EIA — with a similar picture across Europe and Asia. Some of the latest reasons impacting...
Investment News
Zimbabwe could become world’s fifth largest lithium producer
Zimbabwe could become world’s fifth largest lithium producer
With US$1 billion of investment from Chinese companies over the last 2 years in Zimbabwe to produce and export lithium, the country has the potential to become the world’s fifth largest exporter of the critical mineral, according to mining consultancy...
Gold and Silver
JPMorgan predicts gold price will rise above $2,000 by end of 2023
JPMorgan predicts gold price will rise above $2,000 by end of 2023
Global financial firm, JPMorgan Chase & Co, predicts gold prices will rise about $2,000 an ounce by the end of this year — and hit fresh records in 2024. The reason: falling interest rates, as the US Federal Reserve begins to...
Investment News
China’s Politburo signals new support for property sector and domestic demand
China’s Politburo signals new support for property sector and domestic demand
China's top leaders have suggested new support for the country's economy ahead of what they describe as "new difficulties and challenges", according to a Xinhua readout of the latest meeting of the country's top leaders. "The meeting called for carrying...
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...
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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
Top News Highlights for the Nickel Market in Q2, 2023
Top News Highlights for the Nickel Market in Q2, 2023
Here’s our roundup of nickel highlights from Q2. Continued Market Surplus: The global nickel market continued to grapple with oversupply. The International Nickel Study Group (INSG) reported a surplus of 27,400 metric tons in June 2023, up from 17,100 metric...
Investment News
Diesel prices start to rise again globally
Diesel prices start to rise again globally
The cost of diesel in the US appears to have bottomed out and begun to rise across the country, according to the latest figures from EIA — with a similar picture across Europe and Asia. Some of the latest reasons impacting...
Investment News
Zimbabwe could become world’s fifth largest lithium producer
Zimbabwe could become world’s fifth largest lithium producer
With US$1 billion of investment from Chinese companies over the last 2 years in Zimbabwe to produce and export lithium, the country has the potential to become the world’s fifth largest exporter of the critical mineral, according to mining consultancy...
Gold and Silver
JPMorgan predicts gold price will rise above $2,000 by end of 2023
JPMorgan predicts gold price will rise above $2,000 by end of 2023
Global financial firm, JPMorgan Chase & Co, predicts gold prices will rise about $2,000 an ounce by the end of this year — and hit fresh records in 2024. The reason: falling interest rates, as the US Federal Reserve begins to...
Investment News
China’s Politburo signals new support for property sector and domestic demand
China’s Politburo signals new support for property sector and domestic demand
China's top leaders have suggested new support for the country's economy ahead of what they describe as "new difficulties and challenges", according to a Xinhua readout of the latest meeting of the country's top leaders. "The meeting called for carrying...
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...
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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