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By The Oregon Group

Investment News
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will be driven by electric vehicle lithium-ion batteries, the West’s desire to diversify from China, and a push for more environmentally-friendly...
Hydrogen
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a new analysis by BloombergNEF. US$137 billion will come from the US over the next 10 years, driven by the Inflation...
Cobalt
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Nickel
Top News Highlights for the Energy Storage Market in Q2, 2023
Top News Highlights for the Energy Storage Market in Q2, 2023
Here’s our roundup of energy storage highlights from Q2. Another Round of Record-Breaking U.S. Installations: The U.S. energy storage sector added a record 5,597 MWh in Q2 2023. China's Rapid Expansion: China's cumulative installed capacity of electrical energy storage projects...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
Investment News
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
The US Nuclear Regulatory Commission (NRC) has approved "new alternative emergency preparedness requirements for small modular reactors and other new technologies". The approval helps simplify the regulated ranges of emergency planning zones for nuclear reactors — with a particular impact...
Cobalt
Electric vehicle market grows by 52% compared to last year
Electric vehicle market grows by 52% compared to last year
Across the US, China, and Western Europe, electric vehicle (EV) sales grew by over half in Q2 2023, compared to Q2 2022, according to a new report by PWC Strategy&. in ten major West Europe economies (inc Germany, UK, France),...
Investment News
Global food prices rise in July
Global food prices rise in July
Global food prices increased 1.3%, up from June, driven particularly by a sharp increase in the FAO Vegetable Oil Price Index, which rose 12.1% from June after seven months of consecutive declines. The increase comes after the termination of the...
Copper
Copper and aluminium now on US critical mineral list
Copper and aluminium now on US critical mineral list
The US Department of Energy (DOE) has added copper and aluminium to their 2023 critical mineral list. This is especially important as the DOE critical materials list inform eligibility for tax credits under the US Inflation Reduction Act. As we’ve...
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...
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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

Investment News
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will be driven by electric vehicle lithium-ion batteries, the West’s desire to diversify from China, and a push for more environmentally-friendly...
Hydrogen
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a new analysis by BloombergNEF. US$137 billion will come from the US over the next 10 years, driven by the Inflation...
Cobalt
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Nickel
Top News Highlights for the Energy Storage Market in Q2, 2023
Top News Highlights for the Energy Storage Market in Q2, 2023
Here’s our roundup of energy storage highlights from Q2. Another Round of Record-Breaking U.S. Installations: The U.S. energy storage sector added a record 5,597 MWh in Q2 2023. China's Rapid Expansion: China's cumulative installed capacity of electrical energy storage projects...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
Investment News
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
The US Nuclear Regulatory Commission (NRC) has approved "new alternative emergency preparedness requirements for small modular reactors and other new technologies". The approval helps simplify the regulated ranges of emergency planning zones for nuclear reactors — with a particular impact...
Cobalt
Electric vehicle market grows by 52% compared to last year
Electric vehicle market grows by 52% compared to last year
Across the US, China, and Western Europe, electric vehicle (EV) sales grew by over half in Q2 2023, compared to Q2 2022, according to a new report by PWC Strategy&. in ten major West Europe economies (inc Germany, UK, France),...
Investment News
Global food prices rise in July
Global food prices rise in July
Global food prices increased 1.3%, up from June, driven particularly by a sharp increase in the FAO Vegetable Oil Price Index, which rose 12.1% from June after seven months of consecutive declines. The increase comes after the termination of the...
Copper
Copper and aluminium now on US critical mineral list
Copper and aluminium now on US critical mineral list
The US Department of Energy (DOE) has added copper and aluminium to their 2023 critical mineral list. This is especially important as the DOE critical materials list inform eligibility for tax credits under the US Inflation Reduction Act. As we’ve...
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...
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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Argentina’s opportunity for an historic turn-around in mining

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