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By The Oregon Group

Nickel
Indonesia Nickel Production to Rise; Outpace Demand
As reported by Reuters, according to materials research at CICC, Indonesia is on track to quadruple nickel capacity by 2025, reaching a total of 1.2 million tonnes. Based on those figures, CRU Group’s Ellie Wang, based in Shanghai, is forecasting...
Investment News
China hosts first-ever summit with five Central Asia nations
China hosts first-ever summit with five Central Asia nations
President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The summit highlights China's growing influence in the region as it makes big investments with it's trillion-dollar Belt and Road Initiative...
Hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy comes as the company's profits were up roughly 70% from 10 years ago, with a capitalization of more than US$150...
Investment News
Record platinum deficit forecast for 2023
Record platinum deficit forecast for 2023
The global platinum market is expected to see a deficit of 983 koz in 2023, up 77%, as demand growth outstrips supply. Year-on-year Q1 2023 demand rose 28%, while supply decreased 1% on national electricity supply problems in South Africa....
Investment News
Global electric vehicle sales rose 24% in Q1 2023
Global electric vehicle sales rose 24% in Q1 2023
The latest figures from PwC's Strategy& report show sales of battery electric vehicles (BEV) continue to rise across the world. In particular, as early as 2024, every third commercially registered car in Germany could be a BEV. The US BEV...
Investment News
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
As Germany shuts down it's remaining nuclear reactors, much of the rest of Europe is moving towards new national programs for nuclear power as part their efforts to secure green energy supply. The Italian parliament, led by Giorgia Meloni, has...
Nickel
Another Small Step Forwards for Battery Recycling
Another Small Step Forwards for Battery Recycling
Glencore and Li-Cycle are teaming up to build Europe’s largest battery recycling facility. An old lead refinery in Sardinia will be redeveloped into a major hub for processing black mass, which is the gritty, pre-treated battery scrap that contains battery...
Investment News
Glencore plans to develop largest European electric battery recycling hub
Glencore plans to develop largest European electric battery recycling hub
Glencore and Li-Cycle have announced a joint study to look into the feasibility of a recycling hub for critical battery minerals, including nickel, cobalt and lithium. The hub would be based in Portovesme, Italy (repurposing the closed zinc sulphide “Portovesme...
Investment News
US energy boom predicted by 2030 — which will need more minerals
US energy boom predicted by 2030 — which will need more minerals
A boom in solar, wind and energy storage systems by 2030 will power more than 100 million homes, according to BloombergNEF. The projects will include: 358 gigawatts of solar panels 137 gigawatts of wind turbines 111 gigawatts of energy storage...
Investment News
Demand for oil from China pulls in 125 supertankers in April
Demand for oil from China pulls in 125 supertankers in April
The global oil price remains volatile on near-term concerns over the economy and rising interest rates, but the long-term fundamentals remain bullish. This is highlighted by recent shipping data from China which shows some 125 tankers seen carrying crude to...
Investment News
Electric car sales break new records with momentum expected to continue through 2023
Electric car sales break new records with momentum expected to continue through 2023
Electric car markets are seeing exponential growth as sales exceeded 10 million in 2022, according to the IEA's latest Global EV Outlook 2023.  A total of 14% of all new cars sold were electric in 2022, up from around 9% in...
Investment News
Nickel class I supply crunch to continue as forecast nickel surplus “will be mainly due to class II and nickel chemicals”
Nickel class I supply crunch to continue as forecast nickel surplus “will be mainly due to class II and nickel chemicals”
According to the International Nickel Study Group (INSG)'s latest report world primary nickel production will reach 3.375MT in 2023 (up from 2.610Mt in 2021 and 3.060Mt in 2022). Global primary nickel demand is forecast to increase to 3.134Mt in 2023...
Nickel
Q1 News Highlights for the Energy Storage Market
Q1 News Highlights for the Energy Storage Market
Some highlights from around the world in the energy storage market for this past quarter. Global Energy Storage Market Nearly Tripled: The global energy storage market saw its largest year-on-year gain on record in 2023, nearly tripling in size. U.S....
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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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By The Oregon Group

Nickel
Indonesia Nickel Production to Rise; Outpace Demand
Indonesia Nickel Production to Rise; Outpace Demand
As reported by Reuters, according to materials research at CICC, Indonesia is on track to quadruple nickel capacity by 2025, reaching a total of 1.2 million tonnes. Based on those figures, CRU Group’s Ellie Wang, based in Shanghai, is forecasting...
Investment News
China hosts first-ever summit with five Central Asia nations
China hosts first-ever summit with five Central Asia nations
President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The summit highlights China's growing influence in the region as it makes big investments with it's trillion-dollar Belt and Road Initiative...
Hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy comes as the company's profits were up roughly 70% from 10 years ago, with a capitalization of more than US$150...
Investment News
Record platinum deficit forecast for 2023
Record platinum deficit forecast for 2023
The global platinum market is expected to see a deficit of 983 koz in 2023, up 77%, as demand growth outstrips supply. Year-on-year Q1 2023 demand rose 28%, while supply decreased 1% on national electricity supply problems in South Africa....
Investment News
Global electric vehicle sales rose 24% in Q1 2023
Global electric vehicle sales rose 24% in Q1 2023
The latest figures from PwC's Strategy& report show sales of battery electric vehicles (BEV) continue to rise across the world. In particular, as early as 2024, every third commercially registered car in Germany could be a BEV. The US BEV...
Investment News
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
As Germany shuts down it's remaining nuclear reactors, much of the rest of Europe is moving towards new national programs for nuclear power as part their efforts to secure green energy supply. The Italian parliament, led by Giorgia Meloni, has...
Nickel
Another Small Step Forwards for Battery Recycling
Another Small Step Forwards for Battery Recycling
Glencore and Li-Cycle are teaming up to build Europe’s largest battery recycling facility. An old lead refinery in Sardinia will be redeveloped into a major hub for processing black mass, which is the gritty, pre-treated battery scrap that contains battery...
Investment News
Glencore plans to develop largest European electric battery recycling hub
Glencore plans to develop largest European electric battery recycling hub
Glencore and Li-Cycle have announced a joint study to look into the feasibility of a recycling hub for critical battery minerals, including nickel, cobalt and lithium. The hub would be based in Portovesme, Italy (repurposing the closed zinc sulphide “Portovesme...
Investment News
US energy boom predicted by 2030 — which will need more minerals
US energy boom predicted by 2030 — which will need more minerals
A boom in solar, wind and energy storage systems by 2030 will power more than 100 million homes, according to BloombergNEF. The projects will include: 358 gigawatts of solar panels 137 gigawatts of wind turbines 111 gigawatts of energy storage...
Investment News
Demand for oil from China pulls in 125 supertankers in April
Demand for oil from China pulls in 125 supertankers in April
The global oil price remains volatile on near-term concerns over the economy and rising interest rates, but the long-term fundamentals remain bullish. This is highlighted by recent shipping data from China which shows some 125 tankers seen carrying crude to...
Investment News
Electric car sales break new records with momentum expected to continue through 2023
Electric car sales break new records with momentum expected to continue through 2023
Electric car markets are seeing exponential growth as sales exceeded 10 million in 2022, according to the IEA's latest Global EV Outlook 2023.  A total of 14% of all new cars sold were electric in 2022, up from around 9% in...
Investment News
Nickel class I supply crunch to continue as forecast nickel surplus “will be mainly due to class II and nickel chemicals”
Nickel class I supply crunch to continue as forecast nickel surplus “will be mainly due to class II and nickel chemicals”
According to the International Nickel Study Group (INSG)'s latest report world primary nickel production will reach 3.375MT in 2023 (up from 2.610Mt in 2021 and 3.060Mt in 2022). Global primary nickel demand is forecast to increase to 3.134Mt in 2023...
Nickel
Q1 News Highlights for the Energy Storage Market
Q1 News Highlights for the Energy Storage Market
Some highlights from around the world in the energy storage market for this past quarter. Global Energy Storage Market Nearly Tripled: The global energy storage market saw its largest year-on-year gain on record in 2023, nearly tripling in size. U.S....
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"]

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