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Investment Insights. Stay Ahead.

By The Oregon Group

Copper
Mining contract for one of largest copper mines in the world ruled unconstitutional
Panama's Supreme court has ruled the mining contract for First Quantum Minerals is unconstitutional. The contract, approved on October 20 2023, gave First Quantum mining rights for 20 years, with an option to extend for another 20 years, for US$375...
Cobalt
How to invest in cobalt
How to invest in cobalt
The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that watch...
Investment News
Employment in critical mineral mining forecast to double to 160,000 by 2030
Employment in critical mineral mining forecast to double to 160,000 by 2030
The critical mineral mining industry currently employs more than 800,000 workers, which could double by 2030 to meet net-zero targets, according to the latest IEA World Energy Employment 2023 report. Between 2019-2022, more than 180,000 jobs were added in critical...
Copper
China’s copper production at record high
China’s copper production at record high
Refined copper production in China is set for a record output in 2023, according to official statistics and Bloomberg, as the country invests in new smelting capacity. Despite economic concerns in the broader Chinese economy, demand for commodities such as...
Investment News
Critical mineral and Clean Tech supply chain to be highly concentrated in China by 2030
Critical mineral and Clean Tech supply chain to be highly concentrated in China by 2030
Supply chains for both critical minerals and clean tech will remain — and, in some cases, be increasingly — geographically concentrated in China, according to the latest IEA's World Energy Outlook 2023 report. This includes refined lithium, cobalt, solar PV, wind,...
Investment News
BlackRock sees “a huge value opportunity” in mining industry for green transition
BlackRock sees “a huge value opportunity” in mining industry for green transition
Evy Hambro, global head of thematic and sector investing at BlackRock Inc, has said in a recent interview, that the mining sector is undervalued with potential for a significant boom. “Our view from speaking to our clients and investors at...
Investment News
Uranium prices increase 125% since the end of 2020
Uranium prices increase 125% since the end of 2020
Hedge Funds are starting to increase their exposure to uranium stocks, according to a new report by Bloomberg. The report profiles four managers who see nuclear power and uranium as vital to the green energy transition and a low-carbon future....
Copper
A record of 500GW of renewable energy to be added in 2023
A record of 500GW of renewable energy to be added in 2023
Investment in clean energy has increased 40% since 2020, with a record of more than 500GW of renewable generation capacity added in 2023 alone, according to the latest IEA Energy Outlook report. In particular: in 2020, one in 25 cars...
Investment News
China imposes export controls on graphite
China imposes export controls on graphite
China has introduced new export controls on graphite on “national security” grounds. China dominates the global supply chain for graphite, producing 820,000 metric tonnes of natural graphite in 2021, according to the US Geological Survey, against world production of only 1 million...
Copper
Copper and aluminium demand set to double by 2040 to supply global electricity grid expansion
Copper and aluminium demand set to double by 2040 to supply global electricity grid expansion
Demand for copper and aluminium for use to expand national electricity grids across the world will need to more than double to meet net-zero targets, according to a new report by the IEA. in the announced pledges scenario, from 2041-2050,...
Gold & Silver
Peru silver production lowest for 20 years
Peru silver production lowest for 20 years
Silver production in Peru, the third largest producer in the world with the third largest reserves, is the lowest it's been for two decades (excluding the Covid pandemic lockdowns). The fall comes as the global silver market had a deficit...
Investment Insights
How to invest in nickel
How to invest in nickel
The Oregon Group sits down with Martin Vyrda, EVP, Strategy at Nickel28, to discuss the best approach to investing in nickel. "As an investor, what I look at is people always say, grade, grade, grade is like in real estate,...
Investment News
IAEA forecasts nuclear capacity to increase 24% by 2030, 140% by 2050
IAEA forecasts nuclear capacity to increase 24% by 2030, 140% by 2050
In it's latest nuclear power estimates report, the International Atomic Energy Agency (IAEA) estimates nuclear electrical generating capacity could double by 2050. They lay out two scenarios: in the low case, nuclear electrical generating capacity projected to increase by about...
The Oregon Group

The Oregon Group

The Oregon Group is an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

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Stay Ahead

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By The Oregon Group

Copper
Mining contract for one of largest copper mines in the world ruled unconstitutional
Mining contract for one of largest copper mines in the world ruled unconstitutional
Panama's Supreme court has ruled the mining contract for First Quantum Minerals is unconstitutional. The contract, approved on October 20 2023, gave First Quantum mining rights for 20 years, with an option to extend for another 20 years, for US$375...
Cobalt
How to invest in cobalt
How to invest in cobalt
The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that watch...
Investment News
Employment in critical mineral mining forecast to double to 160,000 by 2030
Employment in critical mineral mining forecast to double to 160,000 by 2030
The critical mineral mining industry currently employs more than 800,000 workers, which could double by 2030 to meet net-zero targets, according to the latest IEA World Energy Employment 2023 report. Between 2019-2022, more than 180,000 jobs were added in critical...
Copper
China’s copper production at record high
China’s copper production at record high
Refined copper production in China is set for a record output in 2023, according to official statistics and Bloomberg, as the country invests in new smelting capacity. Despite economic concerns in the broader Chinese economy, demand for commodities such as...
Investment News
Critical mineral and Clean Tech supply chain to be highly concentrated in China by 2030
Critical mineral and Clean Tech supply chain to be highly concentrated in China by 2030
Supply chains for both critical minerals and clean tech will remain — and, in some cases, be increasingly — geographically concentrated in China, according to the latest IEA's World Energy Outlook 2023 report. This includes refined lithium, cobalt, solar PV, wind,...
Investment News
BlackRock sees “a huge value opportunity” in mining industry for green transition
BlackRock sees “a huge value opportunity” in mining industry for green transition
Evy Hambro, global head of thematic and sector investing at BlackRock Inc, has said in a recent interview, that the mining sector is undervalued with potential for a significant boom. “Our view from speaking to our clients and investors at...
Investment News
Uranium prices increase 125% since the end of 2020
Uranium prices increase 125% since the end of 2020
Hedge Funds are starting to increase their exposure to uranium stocks, according to a new report by Bloomberg. The report profiles four managers who see nuclear power and uranium as vital to the green energy transition and a low-carbon future....
Copper
A record of 500GW of renewable energy to be added in 2023
A record of 500GW of renewable energy to be added in 2023
Investment in clean energy has increased 40% since 2020, with a record of more than 500GW of renewable generation capacity added in 2023 alone, according to the latest IEA Energy Outlook report. In particular: in 2020, one in 25 cars...
Investment News
China imposes export controls on graphite
China imposes export controls on graphite
China has introduced new export controls on graphite on “national security” grounds. China dominates the global supply chain for graphite, producing 820,000 metric tonnes of natural graphite in 2021, according to the US Geological Survey, against world production of only 1 million...
Copper
Copper and aluminium demand set to double by 2040 to supply global electricity grid expansion
Copper and aluminium demand set to double by 2040 to supply global electricity grid expansion
Demand for copper and aluminium for use to expand national electricity grids across the world will need to more than double to meet net-zero targets, according to a new report by the IEA. in the announced pledges scenario, from 2041-2050,...
Gold & Silver
Peru silver production lowest for 20 years
Peru silver production lowest for 20 years
Silver production in Peru, the third largest producer in the world with the third largest reserves, is the lowest it's been for two decades (excluding the Covid pandemic lockdowns). The fall comes as the global silver market had a deficit...
Investment Insights
How to invest in nickel
How to invest in nickel
The Oregon Group sits down with Martin Vyrda, EVP, Strategy at Nickel28, to discuss the best approach to investing in nickel. "As an investor, what I look at is people always say, grade, grade, grade is like in real estate,...
Investment News
IAEA forecasts nuclear capacity to increase 24% by 2030, 140% by 2050
IAEA forecasts nuclear capacity to increase 24% by 2030, 140% by 2050
In it's latest nuclear power estimates report, the International Atomic Energy Agency (IAEA) estimates nuclear electrical generating capacity could double by 2050. They lay out two scenarios: in the low case, nuclear electrical generating capacity projected to increase by about...
The Oregon Group

The Oregon Group

The Oregon Group is an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

Follow for more

Twitter Linkedin Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

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