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By The Oregon Group

Nickel
Top News Highlights for the Energy Storage Market in Q2, 2023
Here’s our roundup of energy storage highlights from Q2. Another Round of Record-Breaking U.S. Installations: The U.S. energy storage sector added a record 5,597 MWh in Q2 2023. China's Rapid Expansion: China's cumulative installed capacity of electrical energy storage projects...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
Investment News
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
The US Nuclear Regulatory Commission (NRC) has approved "new alternative emergency preparedness requirements for small modular reactors and other new technologies". The approval helps simplify the regulated ranges of emergency planning zones for nuclear reactors — with a particular impact...
Cobalt
Electric vehicle market grows by 52% compared to last year
Electric vehicle market grows by 52% compared to last year
Across the US, China, and Western Europe, electric vehicle (EV) sales grew by over half in Q2 2023, compared to Q2 2022, according to a new report by PWC Strategy&. in ten major West Europe economies (inc Germany, UK, France),...
Investment News
Global food prices rise in July
Global food prices rise in July
Global food prices increased 1.3%, up from June, driven particularly by a sharp increase in the FAO Vegetable Oil Price Index, which rose 12.1% from June after seven months of consecutive declines. The increase comes after the termination of the...
Copper
Copper and aluminium now on US critical mineral list
Copper and aluminium now on US critical mineral list
The US Department of Energy (DOE) has added copper and aluminium to their 2023 critical mineral list. This is especially important as the DOE critical materials list inform eligibility for tax credits under the US Inflation Reduction Act. As we’ve...
Nickel
Top News Highlights for the Nickel Market in Q2, 2023
Top News Highlights for the Nickel Market in Q2, 2023
Here’s our roundup of nickel highlights from Q2. Continued Market Surplus: The global nickel market continued to grapple with oversupply. The International Nickel Study Group (INSG) reported a surplus of 27,400 metric tons in June 2023, up from 17,100 metric...
Investment News
Diesel prices start to rise again globally
Diesel prices start to rise again globally
The cost of diesel in the US appears to have bottomed out and begun to rise across the country, according to the latest figures from EIA — with a similar picture across Europe and Asia. Some of the latest reasons impacting...
Investment News
Zimbabwe could become world’s fifth largest lithium producer
Zimbabwe could become world’s fifth largest lithium producer
With US$1 billion of investment from Chinese companies over the last 2 years in Zimbabwe to produce and export lithium, the country has the potential to become the world’s fifth largest exporter of the critical mineral, according to mining consultancy...
Gold and Silver
JPMorgan predicts gold price will rise above $2,000 by end of 2023
JPMorgan predicts gold price will rise above $2,000 by end of 2023
Global financial firm, JPMorgan Chase & Co, predicts gold prices will rise about $2,000 an ounce by the end of this year — and hit fresh records in 2024. The reason: falling interest rates, as the US Federal Reserve begins to...
Investment News
China’s Politburo signals new support for property sector and domestic demand
China’s Politburo signals new support for property sector and domestic demand
China's top leaders have suggested new support for the country's economy ahead of what they describe as "new difficulties and challenges", according to a Xinhua readout of the latest meeting of the country's top leaders. "The meeting called for carrying...
Cobalt
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
China Molybdenum Company Limited (CMOC), the second largest producer of cobalt in the world, has announced it's reached a deal with the Democratic Republic of Congo's state mining company to life the ban on export of cobalt and copper from the...
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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

Nickel
Top News Highlights for the Energy Storage Market in Q2, 2023
Top News Highlights for the Energy Storage Market in Q2, 2023
Here’s our roundup of energy storage highlights from Q2. Another Round of Record-Breaking U.S. Installations: The U.S. energy storage sector added a record 5,597 MWh in Q2 2023. China's Rapid Expansion: China's cumulative installed capacity of electrical energy storage projects...
Investment News
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP — according to new research by BloombergNEF. The amount is double the total investment in clean...
Cobalt
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to meet this new demand, according to the latest S&P report. demand for cobalt, lithium, nickel,...
Investment News
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
The US Nuclear Regulatory Commission (NRC) has approved "new alternative emergency preparedness requirements for small modular reactors and other new technologies". The approval helps simplify the regulated ranges of emergency planning zones for nuclear reactors — with a particular impact...
Cobalt
Electric vehicle market grows by 52% compared to last year
Electric vehicle market grows by 52% compared to last year
Across the US, China, and Western Europe, electric vehicle (EV) sales grew by over half in Q2 2023, compared to Q2 2022, according to a new report by PWC Strategy&. in ten major West Europe economies (inc Germany, UK, France),...
Investment News
Global food prices rise in July
Global food prices rise in July
Global food prices increased 1.3%, up from June, driven particularly by a sharp increase in the FAO Vegetable Oil Price Index, which rose 12.1% from June after seven months of consecutive declines. The increase comes after the termination of the...
Copper
Copper and aluminium now on US critical mineral list
Copper and aluminium now on US critical mineral list
The US Department of Energy (DOE) has added copper and aluminium to their 2023 critical mineral list. This is especially important as the DOE critical materials list inform eligibility for tax credits under the US Inflation Reduction Act. As we’ve...
Nickel
Top News Highlights for the Nickel Market in Q2, 2023
Top News Highlights for the Nickel Market in Q2, 2023
Here’s our roundup of nickel highlights from Q2. Continued Market Surplus: The global nickel market continued to grapple with oversupply. The International Nickel Study Group (INSG) reported a surplus of 27,400 metric tons in June 2023, up from 17,100 metric...
Investment News
Diesel prices start to rise again globally
Diesel prices start to rise again globally
The cost of diesel in the US appears to have bottomed out and begun to rise across the country, according to the latest figures from EIA — with a similar picture across Europe and Asia. Some of the latest reasons impacting...
Investment News
Zimbabwe could become world’s fifth largest lithium producer
Zimbabwe could become world’s fifth largest lithium producer
With US$1 billion of investment from Chinese companies over the last 2 years in Zimbabwe to produce and export lithium, the country has the potential to become the world’s fifth largest exporter of the critical mineral, according to mining consultancy...
Gold and Silver
JPMorgan predicts gold price will rise above $2,000 by end of 2023
JPMorgan predicts gold price will rise above $2,000 by end of 2023
Global financial firm, JPMorgan Chase & Co, predicts gold prices will rise about $2,000 an ounce by the end of this year — and hit fresh records in 2024. The reason: falling interest rates, as the US Federal Reserve begins to...
Investment News
China’s Politburo signals new support for property sector and domestic demand
China’s Politburo signals new support for property sector and domestic demand
China's top leaders have suggested new support for the country's economy ahead of what they describe as "new difficulties and challenges", according to a Xinhua readout of the latest meeting of the country's top leaders. "The meeting called for carrying...
Cobalt
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
China Molybdenum Company Limited (CMOC), the second largest producer of cobalt in the world, has announced it's reached a deal with the Democratic Republic of Congo's state mining company to life the ban on export of cobalt and copper from the...
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"]
Jul 13, 2026
Copper output at Chile’s top producers falls 18% in May
Jul 10, 2026
Australia – India agree uranium export deal
Jul 08, 2026
US diesel stocks fall 5 million barrels, exposing mining industry

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