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By The Oregon Group

Investment News
Graphite demand under pressure in short-term, higher later 2023
New research by FasterMarkets forecasts an increase in synthetic graphite production capacity and cuts in China's electric vehicle (EV) subsidy has lowered demand and prices for graphite. (Graphite makes up the majority of the anode in EV lithium-ion batteries) However,...
Investment News
US and EU launch talks on critical minerals strategy
US and EU launch talks on critical minerals strategy
The supply of critical minerals for the energy transition, particularly electric vehicles, is the focus of new talks announced between the US and EU. "We intend to immediately begin negotiations on a targeted critical minerals agreement for the purpose of...
Investment News
Another aluminium plant to shut down in Europe
Another aluminium plant to shut down in Europe
Speira is to shut down smelting operations at its Rheinwerk facility in Germany this year and instead invest €30 million to transform it into a recycling plant. Despite falling natural gas and energy prices, they are still too high for...
Hydrogen
New $2 billion Green Hydrogen hub planned in Spain by BP
New $2 billion Green Hydrogen hub planned in Spain by BP
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s Valencia region. The 2GW plant will be used to power the local Castellon refinery, as well as other industries in...
Investment News
China manufacturing PMI highest since April 2012
China manufacturing PMI highest since April 2012
Manufacturing activity in China has expanded at the fastest rate for more than 10 years, rising to 52.6 from 50.1 in January, according to China’s National Bureau of Statistics. Analyst expectations were forecast for 50.5. Construction activity, part of the...
Investment News
Pro-nuclear alliance forms in EU
At least 12 countries will meet in Stockholm this week to discuss a “nuclear alliance” that will advocate for nuclear power as a low-carbon energy source in EU energy policies. The meeting will take place on the sidelines of a...
Investment News
Companies with focus on energy transition top Toronto Stock Exchange
Companies with focus on energy transition top Toronto Stock Exchange
Energy companies, miners, and technology companies that are focused on the energy transition have dominated the TSX Venture 50 list for 2022. “As the world’s really thinking about and grappling with energy transition, critical minerals — things like copper, lithium...
Investment News
World’s biggest mining company calls for overhaul of how LME manages nickel market
World’s biggest mining company calls for overhaul of how LME manages nickel market
BHP Group has called for reform of the London Metal Exchange's (LME) nickel contract, saying it no longer represents the physical market. "The LME’s metal delivery rules is long overdue. The LME short squeeze episode highlighted vulnerabilities that had been...
Investment News
G20 watchdog warns of commodity price shocks
G20 watchdog warns of commodity price shocks
The G20's financial watchdog, the Financial Stability Board, has warned the concentration firms, banks, exchanges and clearing houses of the global commodity market poses a risk to the stability of the economy. "The commodities ecosystem is heterogeneous, opaque, and has...
Investment News
Electric car sales grow 88% year-on-year in US
Electric car sales grow 88% year-on-year in US
In 2022, sales for BEVs (battery electric vehicles) in the US increased 88% in comparison to 2021, according to a new report from PwC's Strategy&. China’s BEV market was close behind, with sales growth of 85%. The soaring sales of...
Nickel
$1Trillion EVs Have Been Sold
$1Trillion EVs Have Been Sold
According to BloombergNEF’s latest report on the energy transition, 2022 saw $388 billion spent on passenger EV - a 53% jump from 2021 that brings the total to $1 trillion spread over a decade. Admittedly, $25 trillion has been spent...
Copper
Glencore posts record profits, but copper production down 12% in 2022
Glencore posts record profits, but copper production down 12% in 2022
Glencore's profits hit a record US$34 billion in 2022, driven largely by coal which hit highs after Russia's invasion of Ukraine. But, below the headline figures, copper production fell from 137,600 tonnes in 2021 to 1,058,100 tonnes in 2022, 12%...
Nickel
The Nickel Market and Trafigura’s Fraud Allegations
The Nickel Market and Trafigura’s Fraud Allegations
I suppose it’s only to be expected when commodity prices surge but commodity trading house Trafigura has accused Dubai-based trader Prateek Gupta and associated companies of "systematic fraud" involving containerized nickel purchases, potentially leading to losses of up to $577...
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The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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By The Oregon Group

Investment News
Graphite demand under pressure in short-term, higher later 2023
Graphite demand under pressure in short-term, higher later 2023
New research by FasterMarkets forecasts an increase in synthetic graphite production capacity and cuts in China's electric vehicle (EV) subsidy has lowered demand and prices for graphite. (Graphite makes up the majority of the anode in EV lithium-ion batteries) However,...
Investment News
US and EU launch talks on critical minerals strategy
US and EU launch talks on critical minerals strategy
The supply of critical minerals for the energy transition, particularly electric vehicles, is the focus of new talks announced between the US and EU. "We intend to immediately begin negotiations on a targeted critical minerals agreement for the purpose of...
Investment News
Another aluminium plant to shut down in Europe
Another aluminium plant to shut down in Europe
Speira is to shut down smelting operations at its Rheinwerk facility in Germany this year and instead invest €30 million to transform it into a recycling plant. Despite falling natural gas and energy prices, they are still too high for...
Hydrogen
New $2 billion Green Hydrogen hub planned in Spain by BP
New $2 billion Green Hydrogen hub planned in Spain by BP
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s Valencia region. The 2GW plant will be used to power the local Castellon refinery, as well as other industries in...
Investment News
China manufacturing PMI highest since April 2012
China manufacturing PMI highest since April 2012
Manufacturing activity in China has expanded at the fastest rate for more than 10 years, rising to 52.6 from 50.1 in January, according to China’s National Bureau of Statistics. Analyst expectations were forecast for 50.5. Construction activity, part of the...
Investment News
Pro-nuclear alliance forms in EU
At least 12 countries will meet in Stockholm this week to discuss a “nuclear alliance” that will advocate for nuclear power as a low-carbon energy source in EU energy policies. The meeting will take place on the sidelines of a...
Investment News
Companies with focus on energy transition top Toronto Stock Exchange
Companies with focus on energy transition top Toronto Stock Exchange
Energy companies, miners, and technology companies that are focused on the energy transition have dominated the TSX Venture 50 list for 2022. “As the world’s really thinking about and grappling with energy transition, critical minerals — things like copper, lithium...
Investment News
World’s biggest mining company calls for overhaul of how LME manages nickel market
World’s biggest mining company calls for overhaul of how LME manages nickel market
BHP Group has called for reform of the London Metal Exchange's (LME) nickel contract, saying it no longer represents the physical market. "The LME’s metal delivery rules is long overdue. The LME short squeeze episode highlighted vulnerabilities that had been...
Investment News
G20 watchdog warns of commodity price shocks
G20 watchdog warns of commodity price shocks
The G20's financial watchdog, the Financial Stability Board, has warned the concentration firms, banks, exchanges and clearing houses of the global commodity market poses a risk to the stability of the economy. "The commodities ecosystem is heterogeneous, opaque, and has...
Investment News
Electric car sales grow 88% year-on-year in US
Electric car sales grow 88% year-on-year in US
In 2022, sales for BEVs (battery electric vehicles) in the US increased 88% in comparison to 2021, according to a new report from PwC's Strategy&. China’s BEV market was close behind, with sales growth of 85%. The soaring sales of...
Nickel
$1Trillion EVs Have Been Sold
$1Trillion EVs Have Been Sold
According to BloombergNEF’s latest report on the energy transition, 2022 saw $388 billion spent on passenger EV - a 53% jump from 2021 that brings the total to $1 trillion spread over a decade. Admittedly, $25 trillion has been spent...
Copper
Glencore posts record profits, but copper production down 12% in 2022
Glencore posts record profits, but copper production down 12% in 2022
Glencore's profits hit a record US$34 billion in 2022, driven largely by coal which hit highs after Russia's invasion of Ukraine. But, below the headline figures, copper production fell from 137,600 tonnes in 2021 to 1,058,100 tonnes in 2022, 12%...
Nickel
The Nickel Market and Trafigura’s Fraud Allegations
The Nickel Market and Trafigura’s Fraud Allegations
I suppose it’s only to be expected when commodity prices surge but commodity trading house Trafigura has accused Dubai-based trader Prateek Gupta and associated companies of "systematic fraud" involving containerized nickel purchases, potentially leading to losses of up to $577...
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.

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