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Investment Insights. Stay Ahead.

By The Oregon Group

Investment Insights
America wants new reactors. But can it fuel them in time?
the US nuclear timeline now includes having three advanced reactor projects to criticality by July 4, 2026, as well as having 400 GW of nuclear capacity by 2050 Antares Nuclear’s Mark-0 reached zero-power criticality at Idaho National Laboratory on June...
Cobalt - News and Insights
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
a modelled 180-day reserve across seven economies could absorb 34% of annual cobalt supply and more than 10% of lithium, graphite and copper supply the US has launched Project Vault with up to US$10 billion in government financing; the G7...
Investment News
Australia has 37 days of diesel stock, only 29 hours in Western Australia
Australia has 37 days of diesel stock, only 29 hours in Western Australia
Australia reports 37 days of national diesel cover; major Pilbara mines may hold only seven to ten days on site; and Western Australia has just 29 hours of diesel stock the Asian diesel crack remains around US$36 per barrel, more...
Graphite - News and Insights
US Army lease awards turn bases into critical minerals safe haven
US Army lease awards turn bases into critical minerals safe haven
the US Army announces conditional long-term lease awards on for at least four companies to build and operate critical mineral processing facilities on Army installations the Army has preliminary lease agreements with Titan Mining, EnergyX, Ioneer and REalloys for graphite,...
Cobalt - News and Insights
Space mining no longer out of this world
Space mining no longer out of this world
Within days of its IPO, SpaceX's market value was pushing toward US$3 trillion, putting a public-market valuation on reusable rocket launches as the infrastructure layer for the next space economy — and, suddenly, space mining looks a little less out of...
Investment News
China tightens rare earth restrictions with new export controls on US firms
China tightens rare earth restrictions with new export controls on US firms
China has added MP Materials and USA Rare Earth to its export control list⁠, restricting Chinese companies from supplying the two US rare earth firms with certain dual-use goods and technologies, putting two of America’s most important rare earth producers⁠...
Investment News
G7 moves to cut China rare earth dependence to below 60% by 2030
G7 moves to cut China rare earth dependence to below 60% by 2030
The G7 has agreed to reduce reliance on any single supplier of rare earths and permanent magnets to below 60% by 2030, in the clearest sign yet that Western governments are trying to turn critical minerals security from policy language...
Cobalt - News and Insights
Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
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 - News and Insights
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 - News and Insights
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...
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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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Jul 31, 2026
Canada’s copper premium (location, location, location)
Jul 30, 2026
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
Jul 28, 2026
West faces $500 billion critical minerals financing test — report

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