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By The Oregon Group

Investment News
Apple to invest $500 million in MP Material rare earth magnet supply chain facility in USA
Apple and MP Materials have announced a "first-of-its-kind" deal, investing $500 million to establish a fully domestic supply chain for rare earth magnets. The deal comes shortly after the announcement that US Department of Defense is investing US $400 million to become the...
Investment News
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
The US Department of Defense is investing US $400 million in convertible preferred stock in MP Materials, acquiring a roughly 15% diluted stake — placing the Pentagon at the center of the nation’s rare earth magnet supply chain strategy. This investment...
Copper
Trump’s proposed 50% copper tariff sends prices to record high
Trump’s proposed 50% copper tariff sends prices to record high
Following Trump’s surprise announcement calling for 50 % import tariff on copper under Section 232, copper prices climbed as much as 17% in New York on Tuesday — a record one-day spike to an all-time high, since records began in 1968 — before falling...
Cobalt
China’s overseas mining acquisitions hit 10-year high
China’s overseas mining acquisitions hit 10-year high
In 2024, Chinese mining firms completed ten major overseas acquisitions, each valued at more than US $100 million, marking their busiest year since 2013, according to analysis by S&P and Mergermarket data. China's overseas mining investment also hit highs in 2024, valued...
Cobalt
53 million tons of battery metals needed by 2040 to meet EV boom
53 million tons of battery metals needed by 2040 to meet EV boom
Global electric vehicle (EV) sales are on track to hit 22 million units in 2025 — up 25% from 2024 — according to BloombergNEF’s latest forecast. By 2030, that number jumps to 39 million, with EVs making up 42% of...
Cobalt
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Trump orders Federal Agencies to fast-track critical mineral and energy funding
President Trump has signed a new Presidential Memorandum instructing over a dozen US federal agencies to streamline and accelerate the funding process for energy infrastructure and critical mineral projects. The directive, issued June 30, includes agencies: the Department of Energy...
Graphite
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
The Quad — comprising the US, Australia, India, and Japan — has formally launched a new Critical Minerals Partnership, aimed at securing supply chains for rare earths, lithium, graphite, and other strategic inputs vital to clean energy and defense sectors....
Investment News
China’s rare earth restrictions easing but US supply still de-prioritized
China’s rare earth restrictions easing but US supply still de-prioritized
The approval rate for rare earth export licences from China has climbed from 25% to 60%, according to European supplier group CLEPA. But shipments destined for the US or routed through third countries like India remain deprioritised, sustaining risks to...
Investment Insights
Securing Western titanium supply: Australia’s strategic opportunity
Securing Western titanium supply: Australia’s strategic opportunity
Amidst global titanium supply volatility, Australia has the potential to be a key strategic supplier for Western nations seeking supply chain security, with some of the world's largest reserves and production: Australia holds the world's largest titanium mineral reserves. As...
Boom, Bust and BS
How to discover uranium in Canada
How to discover uranium in Canada
https://youtu.be/Yqy2Pf2yEgM EPISODE 9. Anthony Milewski and Christian Purefoy are joined by special guest Dev Randhawa, CEO and Chairman of F3 Uranium, to talk about the new nuclear energy renaissance, especially with. new demand coming online from AI and data centres,...
Gold and Silver
Why junior gold company AMEX Exploration is positioned to be built or bought
Why junior gold company AMEX Exploration is positioned to be built or bought
Sponsored Post: why junior gold company AMEX Exploration is positioned to be built or bought The gold market is experiencing record high prices, with gold trading above US$3,400 an ounce as of June 2025 after hitting fresh highs in February....
Boom, Bust and BS
Titanium mining coming to North America?
Titanium mining coming to North America?
https://youtu.be/QHwHgsPo-Jg EPISODE 8. Anthony Milewski and Christian Purefoy are joined by special guests Mike Stier, CEO of Saga Metals (TSXV: SAGA | OTCQB SAGMF) and Michael Garagan, Geologist of Saga Metals, to talk about the importance of titanium, especially in...
Investment Insights
Uranium prices: how did we get here; what comes next
Uranium prices: how did we get here; what comes next
Nuclear power is on track to hit record demand in 2025, but uranium — the fuel powering it — has seen prices fall from highs of US$107 in 2024 to US$63 in March 2025. The supply crunch that helped drive prices up hasn’t...
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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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Stay Ahead

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By The Oregon Group

Investment News
Apple to invest $500 million in MP Material rare earth magnet supply chain facility in USA
Apple to invest $500 million in MP Material rare earth magnet supply chain facility in USA
Apple and MP Materials have announced a "first-of-its-kind" deal, investing $500 million to establish a fully domestic supply chain for rare earth magnets. The deal comes shortly after the announcement that US Department of Defense is investing US $400 million to become the...
Investment News
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
The US Department of Defense is investing US $400 million in convertible preferred stock in MP Materials, acquiring a roughly 15% diluted stake — placing the Pentagon at the center of the nation’s rare earth magnet supply chain strategy. This investment...
Copper
Trump’s proposed 50% copper tariff sends prices to record high
Trump’s proposed 50% copper tariff sends prices to record high
Following Trump’s surprise announcement calling for 50 % import tariff on copper under Section 232, copper prices climbed as much as 17% in New York on Tuesday — a record one-day spike to an all-time high, since records began in 1968 — before falling...
Cobalt
China’s overseas mining acquisitions hit 10-year high
China’s overseas mining acquisitions hit 10-year high
In 2024, Chinese mining firms completed ten major overseas acquisitions, each valued at more than US $100 million, marking their busiest year since 2013, according to analysis by S&P and Mergermarket data. China's overseas mining investment also hit highs in 2024, valued...
Cobalt
53 million tons of battery metals needed by 2040 to meet EV boom
53 million tons of battery metals needed by 2040 to meet EV boom
Global electric vehicle (EV) sales are on track to hit 22 million units in 2025 — up 25% from 2024 — according to BloombergNEF’s latest forecast. By 2030, that number jumps to 39 million, with EVs making up 42% of...
Cobalt
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Trump orders Federal Agencies to fast-track critical mineral and energy funding
President Trump has signed a new Presidential Memorandum instructing over a dozen US federal agencies to streamline and accelerate the funding process for energy infrastructure and critical mineral projects. The directive, issued June 30, includes agencies: the Department of Energy...
Graphite
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
The Quad — comprising the US, Australia, India, and Japan — has formally launched a new Critical Minerals Partnership, aimed at securing supply chains for rare earths, lithium, graphite, and other strategic inputs vital to clean energy and defense sectors....
Investment News
China’s rare earth restrictions easing but US supply still de-prioritized
China’s rare earth restrictions easing but US supply still de-prioritized
The approval rate for rare earth export licences from China has climbed from 25% to 60%, according to European supplier group CLEPA. But shipments destined for the US or routed through third countries like India remain deprioritised, sustaining risks to...
Investment Insights
Securing Western titanium supply: Australia’s strategic opportunity
Securing Western titanium supply: Australia’s strategic opportunity
Amidst global titanium supply volatility, Australia has the potential to be a key strategic supplier for Western nations seeking supply chain security, with some of the world's largest reserves and production: Australia holds the world's largest titanium mineral reserves. As...
Boom, Bust and BS
How to discover uranium in Canada
How to discover uranium in Canada
https://youtu.be/Yqy2Pf2yEgM EPISODE 9. Anthony Milewski and Christian Purefoy are joined by special guest Dev Randhawa, CEO and Chairman of F3 Uranium, to talk about the new nuclear energy renaissance, especially with. new demand coming online from AI and data centres,...
Gold and Silver
Why junior gold company AMEX Exploration is positioned to be built or bought
Why junior gold company AMEX Exploration is positioned to be built or bought
Sponsored Post: why junior gold company AMEX Exploration is positioned to be built or bought The gold market is experiencing record high prices, with gold trading above US$3,400 an ounce as of June 2025 after hitting fresh highs in February....
Boom, Bust and BS
Titanium mining coming to North America?
Titanium mining coming to North America?
https://youtu.be/QHwHgsPo-Jg EPISODE 8. Anthony Milewski and Christian Purefoy are joined by special guests Mike Stier, CEO of Saga Metals (TSXV: SAGA | OTCQB SAGMF) and Michael Garagan, Geologist of Saga Metals, to talk about the importance of titanium, especially in...
Investment Insights
Uranium prices: how did we get here; what comes next
Uranium prices: how did we get here; what comes next
Nuclear power is on track to hit record demand in 2025, but uranium — the fuel powering it — has seen prices fall from highs of US$107 in 2024 to US$63 in March 2025. The supply crunch that helped drive prices up hasn’t...
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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Aug 29, 2025
Tungsten Supply Crunch: How China’s Export Restrictions Rattled Global Markets (Guest Post by Brian Hendrich)
Aug 27, 2025
Trump’s US nuclear plans are good news for Canadian uranium
Aug 26, 2025
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul

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