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By The Oregon Group

Antimony
US launches $12 billion strategic minerals stockpile
US is creating a $12 billion strategic minerals stockpile to reduce dependence on China the program targets rare earths, lithium, nickel, cobalt, graphite and other critical minerals funding will be routed through EXIM Bank and federal procurement mechanisms The US...
Copper
Can copper hit $15,000 in 2026?
Can copper hit $15,000 in 2026?
LME cash copper prices hit an all-time high of $13,300 per metric ton on January 6, 2026, marking a 50% year-on-year increase The International Copper Study Group (ICSG) projects a 150,000-ton refined copper deficit for 2026, while J.P. Morgan estimates...
Copper
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Dr. Nathan Chutas, Senior VP Operations and Director, is a professional geologist with over 20 years exploration and mining experience across North America, South Africa, Mexico, and most recently seven years in Papua New Guinea. Nathan holds PhD in Geological Sciences...
Copper
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Global mining investment will be dominated by three main drivers in 2026: geopolitics, the energy transition, cautious capital investment, according to the latest report by Wood Mackenzie. Specific events in particular that will set the tone of trade and growth...
Investment News
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
US President Trump has signed an Executive Order directing US trade and commerce officials to begin talks with foreign suppliers to secure critical mineral imports, while warning that tariffs or other trade restrictions could follow "if such an agreement is...
Investment News
US plans $2.7 billion investment to restore uranium enrichment
US plans $2.7 billion investment to restore uranium enrichment
US Department of Energy awards $2.7 billion to restart domestic uranium enrichment after decades of decline the move targets HALEU fuel, now critical for next-generation nuclear reactors and defense applications US currently relies heavily on Russia-linked enrichment services enrichment capacity,...
Antimony
US-backed $7.4bn smelter escalates critical minerals decoupling from China
US-backed $7.4bn smelter escalates critical minerals decoupling from China
US has backed a $7.4bn critical minerals smelter to be built by Korea Zinc, the world’s largest zinc smelter facility, planned for Tennessee, will process antimony, gallium, germanium, zinc, copper, lead, precious metals, and rare earths commercial production expected to...
Investment Insights
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Global uranium demand for nuclear reactors is expected to climb from 68,000 tonnes in 2025 to: 86,000 tonnes by 2030 150,000-204,000 tU by 2040 To fill the projected gap from 68,000 to 150,000 tU would need the equivalent of approximately 10...
Investment Insights
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China controls a vertically integrated titanium empire – from ore mines and TiO₂ pigment plants to sponge and aerospace alloy production – giving it unprecedented influence over global prices and supply, but faces structural constraints that creates opportunities for Western...
Investment Insights
Palladium’s comeback: EV slowdown puts the metal into a higher gear
Palladium’s comeback: EV slowdown puts the metal into a higher gear
The price of palladium hit near US$1,500 in October 2025, up more than 50% in 2025, the highest since April 2023 — almost mirroring the soaring rise in price of gold — but, this is not just a debasement trade: the global...
Investment Insights
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
China’s leverage: China provided 70% of global rare-earth mine output in 2024 and nearly 90% of processing capacity; US net import reliance was 80% in 2024 Export controls: after Beijing tightened controls in 2025, China’s overseas magnet shipments fell 74%...
Cobalt
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
Key takeaways China refines 70% of 20 strategic energy minerals and leads production in 19 of them Half of all strategic minerals now subject to export controls, up sharply since 2023 Copper faces a 30% supply shortfall by 2035, even...
Antimony
China lifts export ban gallium, germanium, antimony
China lifts export ban gallium, germanium, antimony
China suspends export ban on three critical minerals — gallium, germanium and antimony Beijing frames controls as national-security licensing, not a permanent ban, signalling strategic flexibility rather than supply-chain guarantee China has suspended the export ban on gallium, germanium and...
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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

Antimony
US launches $12 billion strategic minerals stockpile
US launches $12 billion strategic minerals stockpile
US is creating a $12 billion strategic minerals stockpile to reduce dependence on China the program targets rare earths, lithium, nickel, cobalt, graphite and other critical minerals funding will be routed through EXIM Bank and federal procurement mechanisms The US...
Copper
Can copper hit $15,000 in 2026?
Can copper hit $15,000 in 2026?
LME cash copper prices hit an all-time high of $13,300 per metric ton on January 6, 2026, marking a 50% year-on-year increase The International Copper Study Group (ICSG) projects a 150,000-ton refined copper deficit for 2026, while J.P. Morgan estimates...
Copper
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Papua New Guinea: the world’s next major source of copper (Guest Post by Dr. Nathan Chutas)
Dr. Nathan Chutas, Senior VP Operations and Director, is a professional geologist with over 20 years exploration and mining experience across North America, South Africa, Mexico, and most recently seven years in Papua New Guinea. Nathan holds PhD in Geological Sciences...
Copper
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Global mining investment will be dominated by three main drivers in 2026: geopolitics, the energy transition, cautious capital investment, according to the latest report by Wood Mackenzie. Specific events in particular that will set the tone of trade and growth...
Investment News
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
US President Trump has signed an Executive Order directing US trade and commerce officials to begin talks with foreign suppliers to secure critical mineral imports, while warning that tariffs or other trade restrictions could follow "if such an agreement is...
Investment News
US plans $2.7 billion investment to restore uranium enrichment
US plans $2.7 billion investment to restore uranium enrichment
US Department of Energy awards $2.7 billion to restart domestic uranium enrichment after decades of decline the move targets HALEU fuel, now critical for next-generation nuclear reactors and defense applications US currently relies heavily on Russia-linked enrichment services enrichment capacity,...
Antimony
US-backed $7.4bn smelter escalates critical minerals decoupling from China
US-backed $7.4bn smelter escalates critical minerals decoupling from China
US has backed a $7.4bn critical minerals smelter to be built by Korea Zinc, the world’s largest zinc smelter facility, planned for Tennessee, will process antimony, gallium, germanium, zinc, copper, lead, precious metals, and rare earths commercial production expected to...
Investment Insights
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Global uranium demand for nuclear reactors is expected to climb from 68,000 tonnes in 2025 to: 86,000 tonnes by 2030 150,000-204,000 tU by 2040 To fill the projected gap from 68,000 to 150,000 tU would need the equivalent of approximately 10...
Investment Insights
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China controls a vertically integrated titanium empire – from ore mines and TiO₂ pigment plants to sponge and aerospace alloy production – giving it unprecedented influence over global prices and supply, but faces structural constraints that creates opportunities for Western...
Investment Insights
Palladium’s comeback: EV slowdown puts the metal into a higher gear
Palladium’s comeback: EV slowdown puts the metal into a higher gear
The price of palladium hit near US$1,500 in October 2025, up more than 50% in 2025, the highest since April 2023 — almost mirroring the soaring rise in price of gold — but, this is not just a debasement trade: the global...
Investment Insights
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
China’s leverage: China provided 70% of global rare-earth mine output in 2024 and nearly 90% of processing capacity; US net import reliance was 80% in 2024 Export controls: after Beijing tightened controls in 2025, China’s overseas magnet shipments fell 74%...
Cobalt
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
Key takeaways China refines 70% of 20 strategic energy minerals and leads production in 19 of them Half of all strategic minerals now subject to export controls, up sharply since 2023 Copper faces a 30% supply shortfall by 2035, even...
Antimony
China lifts export ban gallium, germanium, antimony
China lifts export ban gallium, germanium, antimony
China suspends export ban on three critical minerals — gallium, germanium and antimony Beijing frames controls as national-security licensing, not a permanent ban, signalling strategic flexibility rather than supply-chain guarantee China has suspended the export ban on gallium, germanium and...
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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Apr 02, 2026
Helium crisis puts US in control of semiconductor supply chain
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Argentina’s opportunity for an historic turn-around in mining

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