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By The Oregon Group

Copper
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls.
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
Investment Insights
Namibia: Africa’s new oil frontier 
Namibia: Africa’s new oil frontier 
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Investment News
Uranium demand could rise 140% by 2050, according to nuclear agencies
Uranium demand could rise 140% by 2050, according to nuclear agencies
World annual reactor-related uranium requirements are projected to rise to between around 90,000 tU/y and 142,000 tU/y by 2050, from 59,000 tU in 2023 — an increase of 53% and 140% respectively. According to the latest "Red Book" report by the...
Investment News
China announces rare earth export restrictions
China announces rare earth export restrictions
China has announced export restrictions on seven rare earth minerals, effective immediately, in response to the recent tariffs by US President Trump. The restrictions include: Samarium Gadolinium Terbium Dysprosium Lutetium Scandium Yttrium The restrictions will impact all countries, not just...
Gold and Silver
Canada’s Gold Rush 2.0
Canada’s Gold Rush 2.0
The price of gold hit a record US$3,000 per ounce in early 2025, a rise of 15% from January to March alone. And — after what may seem a shockingly long time — gold miners are finally starting to benefit, including:...
Investment News
China’s mining investments under Belt and Road Initiative hit record high in 2024
China’s mining investments under Belt and Road Initiative hit record high in 2024
Investment by China in metals and mining, through its Belt and Road Initiative (BRI), hit new records of US$21.4 billion in 2024, an increase of 10% compared to 2023. According to a new report by Griffith Asia Institute, the mining...
Boom, Bust and BS
Can Trump’s critical mineral strategy work?
Can Trump’s critical mineral strategy work?
https://youtu.be/Mi7xWOzCVgM?si=UgGpQY17OvMqvh42 Anthony Milewski and Christian Purefoy talk US President Trump's critical mineral strategy, can it work, tensions with automakers, and environmental concerns over processing.
Cobalt
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
The European Commission has officially approved the first 47 strategic projects under the Critical Raw Materials Act (CRMA) to diversify and secure critical mineral supply. The projects address 14 of the 17 strategic raw materials identified in the CRMA: extraction...
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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
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls.
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
Investment Insights
Namibia: Africa’s new oil frontier 
Namibia: Africa’s new oil frontier 
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Investment News
Uranium demand could rise 140% by 2050, according to nuclear agencies
Uranium demand could rise 140% by 2050, according to nuclear agencies
World annual reactor-related uranium requirements are projected to rise to between around 90,000 tU/y and 142,000 tU/y by 2050, from 59,000 tU in 2023 — an increase of 53% and 140% respectively. According to the latest "Red Book" report by the...
Investment News
China announces rare earth export restrictions
China announces rare earth export restrictions
China has announced export restrictions on seven rare earth minerals, effective immediately, in response to the recent tariffs by US President Trump. The restrictions include: Samarium Gadolinium Terbium Dysprosium Lutetium Scandium Yttrium The restrictions will impact all countries, not just...
Gold and Silver
Canada’s Gold Rush 2.0
Canada’s Gold Rush 2.0
The price of gold hit a record US$3,000 per ounce in early 2025, a rise of 15% from January to March alone. And — after what may seem a shockingly long time — gold miners are finally starting to benefit, including:...
Investment News
China’s mining investments under Belt and Road Initiative hit record high in 2024
China’s mining investments under Belt and Road Initiative hit record high in 2024
Investment by China in metals and mining, through its Belt and Road Initiative (BRI), hit new records of US$21.4 billion in 2024, an increase of 10% compared to 2023. According to a new report by Griffith Asia Institute, the mining...
Boom, Bust and BS
Can Trump’s critical mineral strategy work?
Can Trump’s critical mineral strategy work?
https://youtu.be/Mi7xWOzCVgM?si=UgGpQY17OvMqvh42 Anthony Milewski and Christian Purefoy talk US President Trump's critical mineral strategy, can it work, tensions with automakers, and environmental concerns over processing.
Cobalt
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
The European Commission has officially approved the first 47 strategic projects under the Critical Raw Materials Act (CRMA) to diversify and secure critical mineral supply. The projects address 14 of the 17 strategic raw materials identified in the CRMA: extraction...
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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May 29, 2025
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