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By The Oregon Group

Investment Insights
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
Sponsored post: ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation ReeXploration Inc (TSX-V: REE | FSE: K2i) is advancing the Eureka project, a dual-commodity critical minerals system positioned around global energy security and diversification of Western supply...
Copper
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
As the price of copper soars over global supply-demand concerns, more than US$5 billion dollars worth of investment have been announced in Canadian copper projects in 2025 — with more expected in the coming year: in December 2025, Vale and Glencore...
Investment Insights
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain Can you name the world's three largest uranium producers? Kazakhstan, Canada... Australia, you say? Nope, it's Namibia, with 7,333 tonnes of uranium production in 2024, providing an estimated 10% of global...
Investment Insights
Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
demand is compounding: Uranium demand forecast to rise 28% by 2030 and more than double by 2040 as nuclear capacity expands and lifetimes extend, led by China and a Western policy pivot supply is concentrated and slow to respond: 63...
Investment News
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
PT Weda Bay Nickel has been told to file a 2026 work plan reflecting 12 million wet metric tonnes of annual production and sales, a sharp cut from the 42 million wet metric tonnes permitted for 2025, according to a...
Investment Insights
Can lithium hit $30,000 in 2026?
Can lithium hit $30,000 in 2026?
price volatility: lithium carbonate prices increased 130% in late 2025 tightening supply: global lithium consumption forecast to jump 13–17% in 2026, driven by EVs, heavy electric trucks, and grid battery storage geopolitics: China processes over 75% of the world’s lithium...
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...
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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 Insights
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
Sponsored post: ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation ReeXploration Inc (TSX-V: REE | FSE: K2i) is advancing the Eureka project, a dual-commodity critical minerals system positioned around global energy security and diversification of Western supply...
Copper
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
As the price of copper soars over global supply-demand concerns, more than US$5 billion dollars worth of investment have been announced in Canadian copper projects in 2025 — with more expected in the coming year: in December 2025, Vale and Glencore...
Investment Insights
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain Can you name the world's three largest uranium producers? Kazakhstan, Canada... Australia, you say? Nope, it's Namibia, with 7,333 tonnes of uranium production in 2024, providing an estimated 10% of global...
Investment Insights
Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
demand is compounding: Uranium demand forecast to rise 28% by 2030 and more than double by 2040 as nuclear capacity expands and lifetimes extend, led by China and a Western policy pivot supply is concentrated and slow to respond: 63...
Investment News
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
PT Weda Bay Nickel has been told to file a 2026 work plan reflecting 12 million wet metric tonnes of annual production and sales, a sharp cut from the 42 million wet metric tonnes permitted for 2025, according to a...
Investment Insights
Can lithium hit $30,000 in 2026?
Can lithium hit $30,000 in 2026?
price volatility: lithium carbonate prices increased 130% in late 2025 tightening supply: global lithium consumption forecast to jump 13–17% in 2026, driven by EVs, heavy electric trucks, and grid battery storage geopolitics: China processes over 75% of the world’s lithium...
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...
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"]
Apr 23, 2026
US invests $8.6 billion in critical minerals deals since January 2025
Apr 21, 2026
Why the Strait of Hormuz crisis could drive copper price higher
Apr 16, 2026
Disinformation war erupts in global mining

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Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

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