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By The Oregon Group

Cobalt
US drafts $500 million plan to rebuild cobalt stockpile, targeting non-China supply
The Pentagon’s Defense Logistics Agency (DLA) has issued a five-year tender for up to 7,500 t of alloy-grade cobalt, its first cobalt purchase since 1990, seeking to spend between US$2 million and US$500 million to rebuild the nation’s strategic stockpile...
Investment News
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google has partnered with Kairos Power and the Tennessee Valley Authority (TVA) to deploy the US’ first utility-scale Generation IV nuclear reactor. The Hermes 2 plant, slated for Oak Ridge, Tennessee, will deliver 50 megawatts (MW) of carbon-free electricity to...
Cobalt
Battery metals demand set to quadruple by 2040
Battery metals demand set to quadruple by 2040
Global demand for battery metals is forecast to x4 over the next 15 years, even as near-term growth moderates, according to BloombergNEF’s latest Electric Vehicle Outlook 2025. The report forecasts that the mass of metals used in lithium-ion batteries will...
Investment Insights
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
The global trade war, driven by tariffs and export controls, poses a significant threat to Western titanium supply chains, intensifying volatility in a market vital for aerospace, defence, clean energy, and everyday products like paint and sunscreen. The trade war...
Cobalt
US announces US$1 billion to secure critical mineral supply
US announces US$1 billion to secure critical mineral supply
The US Department of Energy has announced plans to deploy nearly US$1 billion in new funding opportunities to build out America’s domestic critical minerals supply chain, marking the most expansive federal investment to date in US-based extraction, processing, and manufacturing...
Investment News
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
The top 40 companies in the global mining industry brought in US$689 billion in revenue in 2024, excluding trading (+1% from 2023), with US$92 billion in net profit — but US$193bn EBITDA (–5% from 2023), according to the latest PwC Mining...
Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
Investment News
China tightens rare earth exports as US claims talks are “about half-way there”
China tightens rare earth exports as US claims talks are “about half-way there”
China continues to restrict exports of rare earths and other critical minerals to defense manufacturers in the West, according to the Wall Street Journal, impacting the production of everything from jet fighters to night-vision goggles. Industry sources confirm China's restrictions...
Investment News
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Demand for Rare Earth Elements (REEs) is expected to triple from 59 kilotons (kt) in 2022 to 176 kt in 2035, driven by strong growth in electric vehicle (EV) adoption, according to a new report by McKinsey. However, as demand...
Investment Insights
The Magic Map that could redraw nickel supply — and secure the West
The Magic Map that could redraw nickel supply — and secure the West
Mark Selby and Steve Balch stood over a laptop, watching as their in-house algorithm applied to stitched together geophysical maps from Ontario and Quebec lit up twenty plus targets around their Crawford Project north of Timmins.  What they saw changed...
Investment News
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Domestic investors withdrew a net US$12.1 billion from Canadian securities in May, latest data from Statistics Canada reveal — the fourth consecutive month of outflows, bringing cumulative net capital flight to US$62.6 billion from February through May. The sustained withdrawal signals...
Graphite
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
The US Commerce Department has imposed a 93.5% anti-dumping tariff on Chinese synthetic graphite anode materials — a key electric battery mineral — and may go higher warns the American Active Anode Material Producers (AAAMP). The effective tariff rate for active...
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...
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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

Cobalt
US drafts $500 million plan to rebuild cobalt stockpile, targeting non-China supply
US drafts $500 million plan to rebuild cobalt stockpile, targeting non-China supply
The Pentagon’s Defense Logistics Agency (DLA) has issued a five-year tender for up to 7,500 t of alloy-grade cobalt, its first cobalt purchase since 1990, seeking to spend between US$2 million and US$500 million to rebuild the nation’s strategic stockpile...
Investment News
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth
Google has partnered with Kairos Power and the Tennessee Valley Authority (TVA) to deploy the US’ first utility-scale Generation IV nuclear reactor. The Hermes 2 plant, slated for Oak Ridge, Tennessee, will deliver 50 megawatts (MW) of carbon-free electricity to...
Cobalt
Battery metals demand set to quadruple by 2040
Battery metals demand set to quadruple by 2040
Global demand for battery metals is forecast to x4 over the next 15 years, even as near-term growth moderates, according to BloombergNEF’s latest Electric Vehicle Outlook 2025. The report forecasts that the mass of metals used in lithium-ion batteries will...
Investment Insights
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
The global trade war, driven by tariffs and export controls, poses a significant threat to Western titanium supply chains, intensifying volatility in a market vital for aerospace, defence, clean energy, and everyday products like paint and sunscreen. The trade war...
Cobalt
US announces US$1 billion to secure critical mineral supply
US announces US$1 billion to secure critical mineral supply
The US Department of Energy has announced plans to deploy nearly US$1 billion in new funding opportunities to build out America’s domestic critical minerals supply chain, marking the most expansive federal investment to date in US-based extraction, processing, and manufacturing...
Investment News
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
Top 40 global mining companies earn US$689bn in 2024, +1% from 2023, but risks are rising, according to new PwC report
The top 40 companies in the global mining industry brought in US$689 billion in revenue in 2024, excluding trading (+1% from 2023), with US$92 billion in net profit — but US$193bn EBITDA (–5% from 2023), according to the latest PwC Mining...
Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
Investment News
China tightens rare earth exports as US claims talks are “about half-way there”
China tightens rare earth exports as US claims talks are “about half-way there”
China continues to restrict exports of rare earths and other critical minerals to defense manufacturers in the West, according to the Wall Street Journal, impacting the production of everything from jet fighters to night-vision goggles. Industry sources confirm China's restrictions...
Investment News
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Demand for Rare Earth Elements (REEs) is expected to triple from 59 kilotons (kt) in 2022 to 176 kt in 2035, driven by strong growth in electric vehicle (EV) adoption, according to a new report by McKinsey. However, as demand...
Investment Insights
The Magic Map that could redraw nickel supply — and secure the West
The Magic Map that could redraw nickel supply — and secure the West
Mark Selby and Steve Balch stood over a laptop, watching as their in-house algorithm applied to stitched together geophysical maps from Ontario and Quebec lit up twenty plus targets around their Crawford Project north of Timmins.  What they saw changed...
Investment News
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Domestic investors withdrew a net US$12.1 billion from Canadian securities in May, latest data from Statistics Canada reveal — the fourth consecutive month of outflows, bringing cumulative net capital flight to US$62.6 billion from February through May. The sustained withdrawal signals...
Graphite
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
The US Commerce Department has imposed a 93.5% anti-dumping tariff on Chinese synthetic graphite anode materials — a key electric battery mineral — and may go higher warns the American Active Anode Material Producers (AAAMP). The effective tariff rate for active...
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...
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.

[mepr-membership-registration-form id="4595"]

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Oct 05, 2025
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