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By The Oregon Group

Copper
Glencore posts record profits, but copper production down 12% in 2022
Glencore's profits hit a record US$34 billion in 2022, driven largely by coal which hit highs after Russia's invasion of Ukraine. But, below the headline figures, copper production fell from 137,600 tonnes in 2021 to 1,058,100 tonnes in 2022, 12%...
Nickel
The Nickel Market and Trafigura’s Fraud Allegations
I suppose it’s only to be expected when commodity prices surge but commodity trading house Trafigura has accused Dubai-based trader Prateek Gupta and associated companies of "systematic fraud" involving containerized nickel purchases, potentially leading to losses of up to $577...
Investment News
Ban on new sales of new petrol and diesel cars by 2035 approved by EU parliament
Ban on new sales of new petrol and diesel cars by 2035 approved by EU parliament
A new law to ban the sale of new fossil fuel cars in the European Union from 2035 has been approved by the EU parliament. New vans must comply with a 100% carbon dioxide cut by 2035, and a 50%...
Investment News
Nine global banks invest $45 million in new platform to scale transactions of voluntary carbon credits
Nine global banks invest $45 million in new platform to scale transactions of voluntary carbon credits
Carbon credit transaction network Carbonplace announced it has raised US$45 million from nine banks to help connect buyers and sellers of carbon credits through their banks and make it easier to participate in the voluntary carbon credit market. The nine...
Investment News
Japan officially gives go ahead for nuclear reactors to operate beyond 60 years, and to build new reactors
Japan officially gives go ahead for nuclear reactors to operate beyond 60 years, and to build new reactors
In a significant, official u-turn the Japanese government has adopted a policy that: allows for existing nuclear reactors to operate beyond their current 60 year limit for new, advanced reactors to be built inside the premises of reactors set to...
Investment News
Renewables and nuclear energy to dominate global electricity supply for next three years
Renewables and nuclear energy to dominate global electricity supply for next three years
Renewable and nuclear energy will meet 90% of additional electricity demand from 2023-2025, according to the latest Electricity Market Report from IEA. China will account for 45% of this growth in renewable energy, followed by the EU with 15%. "The...
Gold & Silver
US mines produced $98.2billion in nonfuel mineral commodities in 2022
US mines produced $98.2billion in nonfuel mineral commodities in 2022
The annual US Geological Survey Mineral Commodity Summaries report, highlights US mines produced approximately an estimated $3.6 billion increase over the 2021 revised total of $94.6 billion. The mineral commodities include cement, iron ore and sand and gravel; precious metals such as...
Gold & Silver
Gold demand increased 18% year-on-year in 2022
Gold demand increased 18% year-on-year in 2022
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual total since 2011. Demand from central banks doubled to 1,1326t in 2022 (from 450t in 2021), hitting a new 55-year...
Nickel
Indonesian Style Nickel Tax for the Philippines
Having observed Indonesia pull in $billions of investments in nickel processing infrastructure, the Philippines has decided it should follow suit. Not surprising really, since Indonesian exports went from $3 billion to $30 billion in just two years as a result...
Investment News
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has been cut by 500tU, due to "wellhead development, procurement and supply chain issues, including inflationary pressure on production materials." To...
Investment News
Price of rice continues to rise, adding pressure on global food inflation
Price of rice continues to rise, adding pressure on global food inflation
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to Vietnam, but also the Middle East, Africa, South America and the West as consumers turned away from wheat, made more...
Investment News
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new report by BloombergNEF. This is approximately the same amount as invested in fossil fuels, for the first time. But this...
Investment News
Carbon Offset market could reach $1 trillion, BloombergNEF
Carbon Offset market could reach $1 trillion, BloombergNEF
A new report from BloombergNEF states the total value of carbon credits produced and sold to help companies and individuals meet their de-carbonization goals could approach $1 trillion as soon as 2037. "Doubts over credit quality and climate impact gave...
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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

Copper
Glencore posts record profits, but copper production down 12% in 2022
Glencore posts record profits, but copper production down 12% in 2022
Glencore's profits hit a record US$34 billion in 2022, driven largely by coal which hit highs after Russia's invasion of Ukraine. But, below the headline figures, copper production fell from 137,600 tonnes in 2021 to 1,058,100 tonnes in 2022, 12%...
Nickel
The Nickel Market and Trafigura’s Fraud Allegations
I suppose it’s only to be expected when commodity prices surge but commodity trading house Trafigura has accused Dubai-based trader Prateek Gupta and associated companies of "systematic fraud" involving containerized nickel purchases, potentially leading to losses of up to $577...
Investment News
Ban on new sales of new petrol and diesel cars by 2035 approved by EU parliament
Ban on new sales of new petrol and diesel cars by 2035 approved by EU parliament
A new law to ban the sale of new fossil fuel cars in the European Union from 2035 has been approved by the EU parliament. New vans must comply with a 100% carbon dioxide cut by 2035, and a 50%...
Investment News
Nine global banks invest $45 million in new platform to scale transactions of voluntary carbon credits
Nine global banks invest $45 million in new platform to scale transactions of voluntary carbon credits
Carbon credit transaction network Carbonplace announced it has raised US$45 million from nine banks to help connect buyers and sellers of carbon credits through their banks and make it easier to participate in the voluntary carbon credit market. The nine...
Investment News
Japan officially gives go ahead for nuclear reactors to operate beyond 60 years, and to build new reactors
Japan officially gives go ahead for nuclear reactors to operate beyond 60 years, and to build new reactors
In a significant, official u-turn the Japanese government has adopted a policy that: allows for existing nuclear reactors to operate beyond their current 60 year limit for new, advanced reactors to be built inside the premises of reactors set to...
Investment News
Renewables and nuclear energy to dominate global electricity supply for next three years
Renewables and nuclear energy to dominate global electricity supply for next three years
Renewable and nuclear energy will meet 90% of additional electricity demand from 2023-2025, according to the latest Electricity Market Report from IEA. China will account for 45% of this growth in renewable energy, followed by the EU with 15%. "The...
Gold & Silver
US mines produced $98.2billion in nonfuel mineral commodities in 2022
US mines produced $98.2billion in nonfuel mineral commodities in 2022
The annual US Geological Survey Mineral Commodity Summaries report, highlights US mines produced approximately an estimated $3.6 billion increase over the 2021 revised total of $94.6 billion. The mineral commodities include cement, iron ore and sand and gravel; precious metals such as...
Gold & Silver
Gold demand increased 18% year-on-year in 2022
Gold demand increased 18% year-on-year in 2022
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual total since 2011. Demand from central banks doubled to 1,1326t in 2022 (from 450t in 2021), hitting a new 55-year...
Nickel
Indonesian Style Nickel Tax for the Philippines
Having observed Indonesia pull in $billions of investments in nickel processing infrastructure, the Philippines has decided it should follow suit. Not surprising really, since Indonesian exports went from $3 billion to $30 billion in just two years as a result...
Investment News
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has been cut by 500tU, due to "wellhead development, procurement and supply chain issues, including inflationary pressure on production materials." To...
Investment News
Price of rice continues to rise, adding pressure on global food inflation
Price of rice continues to rise, adding pressure on global food inflation
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to Vietnam, but also the Middle East, Africa, South America and the West as consumers turned away from wheat, made more...
Investment News
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new report by BloombergNEF. This is approximately the same amount as invested in fossil fuels, for the first time. But this...
Investment News
Carbon Offset market could reach $1 trillion, BloombergNEF
Carbon Offset market could reach $1 trillion, BloombergNEF
A new report from BloombergNEF states the total value of carbon credits produced and sold to help companies and individuals meet their de-carbonization goals could approach $1 trillion as soon as 2037. "Doubts over credit quality and climate impact gave...
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

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