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By The Oregon Group

Cobalt
Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
The sulphuric acid crunch is now feeding directly into critical minerals production costs, with sulphur and acid accounting for an average 33% of C1 costs across key supply chains — rising to 42% for HPAL nickel and 30% for Chilean...
Investment News
Rare Earth prices surge as China keeps export restrictions
Rare Earth prices surge as China keeps export restrictions
Yttrium oxide prices outside China have risen x140 since Beijing imposed rare earth export controls in April 2025, while dysprosium and terbium oxide prices have climbed x4 to x5, according to Argus data cited by Reuters. Yttrium oxide prices hit...
Gold and Silver
Gold mining M&A is back
Gold mining M&A is back
Gold M&A has already topped roughly US$7.9 billion across four major deals in 2026 — a clear signal that producers are paying up for scale, district control and safer jurisdictions. The moves come after gold hit a record high above...
Investment Insights
Nuclear powered ships put uranium at center of global trade and security
Nuclear powered ships put uranium at center of global trade and security
US studying commercial nuclear powered ships through a MARAD request in 2026 for information covering SMRs, port access, insurance, liability, workforce and standards US Navy’s 30-year shipbuilding blueprint plans for the Trump-class battleship to be nuclear-powered the moves build on...
Copper
US data center spending hits $50 billion as AI buildout squeezes metal markets
US data center spending hits $50 billion as AI buildout squeezes metal markets
Spending on US data-center construction has overtaken conventional office building, with the latest US Census Bureau data showing private data-center construction reached a seasonally adjusted annual rate of US$50.706 billion in April 2026, up 28.1% year-on-year. For mining and critical minerals,...
Aluminium
Aluminium inventories fall below five days of global supply
Aluminium inventories fall below five days of global supply
Visible aluminium inventories have fallen to less than five days of global supply, spiking spot aluminum prices to a US$97-a-ton premium to three-month futures — the highest level since 2007. The fall in aluminium inventories is the lowest cover among...
Investment Insights
Record oil drawdowns are masking mining’s fuel shock
Record oil drawdowns are masking mining’s fuel shock
global observed oil inventories fell by 129 million barrels in March and another 117 million barrels in April, according to the IEA IEA member countries have agreed to release 426 million barrels of emergency oil stocks, including 172.2 million barrels...
Boom, Bust and BS
Mining opportunities in Argentina
Mining opportunities in Argentina
https://youtu.be/E8YJHX28IZE EPISODE 14. Anthony Milewski and Christian Purefoy chat to Brian Miller, CEO and Director of Astra Exploration, a high-grade gold and silver project in Argentina and Chile. Argentina’s mining exports totaled a record US$6.037 billion in 2025, up 29.2%...
Copper
Generation Mining: Canada’s undiscovered copper story
Generation Mining: Canada’s undiscovered copper story
The copper price hit an all time high above US$14,000 in May 2026 as mine disruptions, sulphur and diesel shortages, collide against rising demand from electricity grids, AI and defence. The current copper project pipeline could leave the market with...
Investment Insights
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Sponsored Post: Empire Metals is developing the Pitfield Project, a unique, district-scale high-grade titanium deposit in Western Australia. With surging investment across aerospace and defence, secure titanium supply chains are increasingly treated as a critical national security risk. Western buyers need...
Investment News
IEA warns of more oil price volatility as inventories plunge at record pace
IEA warns of more oil price volatility as inventories plunge at record pace
World oil demand is forecast to contract and not meet global demand in 2026, the IEA warns in its May 2026 monthly report. The warning comes as global observed oil inventories were drawn down by 250 million barrels over March and...
Gold and Silver
Lion Rock Resources: first drill program reshapes the Volney story
Lion Rock Resources: first drill program reshapes the Volney story
Sponsored Post: Lion Rock Resources first Phase 1 drill program at Volney is now complete, confirming a serious US critical minerals system, with gold upside. Lion Rock Resources (TSXV:ROAR | OTCQB: LRRIF), has now confirmed there is more than one...
Investment News
Flooding disrupts Cameco uranium supply in Saskatchewan
Flooding disrupts Cameco uranium supply in Saskatchewan
Cameco — the world's second largest uranium producer — has temporarily halted production activities at its Key Lake mill and reduced activity at the McArthur River uranium mine after flooding damaged transport infrastructure in northern Saskatchewan. The shut-in raises fresh risk...
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Jul 15, 2026
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
Jul 14, 2026
Congo approves rail deal after US$753 million Lobito Corridor financing
Jul 13, 2026
Copper output at Chile’s top producers falls 18% in May

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