Investment Insights. Stay Ahead.

By The Oregon Group

A survey by McKinsey of more than 1,300 US row- and specialty-crop farmers in 2022, reveals farmers are embracing new products and technologies to manage market unpredictability. "Farmers are using agriculture technology to support more farming operations. Tools that might...

Nickel

Q4 2022 News Highlights for the Nickel Market

January 24, 2023

A selection of highlights for Q4 of last year in the nickel market. Indonesia Floated a Nickel OPEC: Indonesia has been pitching the idea of a nickel focused group like OPEC. I don’t we’ll see this come to pass but...

Investment News

US certifies first small modular nuclear reactor design

January 24, 2023

The US Nuclear Regulatory Commission (NRC) has issued it's final rule to certify NuScale Power’s small modular reactor, effective February 21, 2023. “SMRs are no longer an abstract concept” Assistant Secretary for Nuclear Energy Kathryn Huff said, in a Department of...

Investment News

Global oil demand to hit record 101.7 million barrels a day in 2023

January 23, 2023

Nearly 50% of the 1.9mb/d increase in oil demand this year is to come from China after it lifted it's Covid restrictions, according to the IEA. Meanwhile, world oil supply growth in 2023 is set to slow to 1 mb/d...

Copper

Protests in Peru threaten almost $4 billion worth of global copper supply

January 20, 2023

Peru's third largest mine, Las Bambas, has reportedly not exported any copper concentrate since January 3, and Glencore's large Antapaccay mine is also facing "restricted" capacity.* UPDATE: Glencore has now suspended operations at Antapaccay copper mine after protesters set fire...

Nickel

Q4 2022 News Highlights for the EV Market

January 18, 2023

A selection of highlights for Q4 of last year in the EV market. Tesla Slashed Prices in China: Tesla kicked off a pricing war in China by cutting the cost of its Model 3 and Model Y in October, which...

Nickel

Indonesia’s Nickel Smelter Slowdown

January 18, 2023

As reported by Reuters, Indonesia decided that perhaps quality matters more than quantity when it coes to nickel smelters. The country pushed hard for investment in its nickel sector and that’s what it got. More smelters and more exports, which...

Investment News

Nearly two-thirds of Canadians now support further development of nuclear power

January 18, 2023

According to a new, non-profit survey, the percentage of Canadians who would like further development of nuclear power has increased from 51% in 2021 to 57% in 2023. "As the world pushes towards net-zero emissions targets, and away from the...

Hydrogen

India approves US$2.3 billion to support green hydrogen energy production, to create global hub

January 17, 2023

India's cabinet has approved the "National Green Hydrogen Mission", to make India a global green hydrogen hub by 2030, including: development of green hydrogen production capacity of at least 5 million metric tonnes per year, with an associated renewable energy...

Investment News

Oil demand in China forecast to reach record levels

January 16, 2023

Daily consumption in China may expand by 800,000 barrels, a Bloomberg survey shows. Wood MacKenzie suggests the recovery may pick up from second quarter of this year. Our analysis on what the return of oil means for the global economy:...

Investment News

89% of 500 companies surveyed in new report using or looking at using carbon credits

January 13, 2023

A new report — Corporate Minds on Climate Action, by Conservation International and We Mean Business Coalition — surveyed 502 business leaders from 500 medium-to-large businesses across the US, UK and EU found 89% say carbon credits are important to compensate...

Investment News

South Korea, Sweden, Belgium latest to push nuclear power expansion

January 12, 2023

An increasing number of countries around the world are turning to nuclear energy for energy security: Sweden has announced a plan to lift a law limiting the number of nuclear reactors in the country to only 10, in a push...

Investment News

Transition to net zero by 2050 could value add US$10.3 trillion to the global economy

January 11, 2023

The transition to net zero is not a cost, but an opportunity, according to a new report by ARUP and Oxford Economics, which forecasts total value add to the global economy to be US10.3 trillion by 2050. In particular, total...