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By The Oregon Group

Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
Investment News
Demand for diesel dropping in US
Diesel makes up approximately 85-90% of demand for distillate, so the latest figures from EIA add to concern that high prices are leading to demand destruction, which will have an wider impact on the economy. We expect lower demand and...
Investment News
First time ever US scientists have produced more energy from fusion reaction than it consumes
Confirmation from the US Department of Energy is expected Tuesday, but government scientists in California have reportedly achieved a net gain nuclear fusion reaction. This would be a major breakthrough, especially as fusion energy produces no waste or greenhouse gases....
Investment News
Carbon Credit registry Verra acknowledges delays in processing new projects
As we have discussed in our analysis on the coming carbon credit supply crunch, carbon credit projects take time to develop and approve, and more are coming online. This include the challenge of finding skilled workers. "The rapid growth we...
Investment News
Our latest insider investment insights on China, uranium, and nickel
Nickel
Green Minerals Alliance is a Longshot
Green Minerals Alliance is a Longshot
As reported by Reuters, at the COP15 biodiversity summit in Montreal, a group of Western countries came together to launch The Sustainable Critical Minerals Alliance. It brings together Canada, the U.S., the UK, Germany, France, Australia, and Japan. The goal...
Investment News
World Bank, IETA, Singapore Govt launch centralized database to help scale global Carbon Credit market
The Climate Action Data Trust is a major new tracking system launched that will allow carbon credit registries to connect in a central database, easing integration and supporting transparency to protect against double counting and enhance trust in the market....
Investment News
Manufacturing falls in Europe as energy prices rise for the long term — which is good for the USA
Energy demand is falling across Europe as natural gas prices rise ahead of winter... ... but this is bad news for Europe's manufacturing sector, as energy intensive industries on the continent (such as aluminum production) shutdown due to spiraling costs...
Hydrogen
BP bets big on Hydrogen Power
BP, the fourth-largest investor-owned oil company in the world, has announced it intends to capture a 10% share of hydrogen in core markets by 2030. Core markets include the US, UK, Europe and Australia. “BP analysis shows that hydrogen could...
Investment News
Strong consumer spending on new fuel-efficient and electric cars expected to boost energy efficiency-related investment by 16% in 2022, to just over US$560 billion
The new Energy Efficiency 2022 report from IEA is out. One of the stand outs for green metals and commodities investors is the growing market for electric vehicles/batterie, with spending set to increase 50% to almost US$840 billion per year...
Investment News
Apple pushing new Semiconductor plant in Arizona to build 4-nanometer chips as deglobalization gathers pace
Bloomberg is reporting that Taiwan Semiconductor Manufacturing Company is to build advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024. Production is also set to increase from the original 20,000 wafers per month. This a significant...
Nickel
An OPEC for Nickel
An OPEC for Nickel
I guess if you can’t buy them, convince them to join your cartel? Following not long after Canada told foreign nations to keep their hands off its critical minerals, Indonesia has sidled up and suggested that Canada help form a...
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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.

By The Oregon Group

Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
Investment News
Demand for diesel dropping in US
Diesel makes up approximately 85-90% of demand for distillate, so the latest figures from EIA add to concern that high prices are leading to demand destruction, which will have an wider impact on the economy. We expect lower demand and...
Investment News
First time ever US scientists have produced more energy from fusion reaction than it consumes
Confirmation from the US Department of Energy is expected Tuesday, but government scientists in California have reportedly achieved a net gain nuclear fusion reaction. This would be a major breakthrough, especially as fusion energy produces no waste or greenhouse gases....
Investment News
Carbon Credit registry Verra acknowledges delays in processing new projects
As we have discussed in our analysis on the coming carbon credit supply crunch, carbon credit projects take time to develop and approve, and more are coming online. This include the challenge of finding skilled workers. "The rapid growth we...
Investment News
Our latest insider investment insights on China, uranium, and nickel
Nickel
Green Minerals Alliance is a Longshot
Green Minerals Alliance is a Longshot
As reported by Reuters, at the COP15 biodiversity summit in Montreal, a group of Western countries came together to launch The Sustainable Critical Minerals Alliance. It brings together Canada, the U.S., the UK, Germany, France, Australia, and Japan. The goal...
Investment News
World Bank, IETA, Singapore Govt launch centralized database to help scale global Carbon Credit market
The Climate Action Data Trust is a major new tracking system launched that will allow carbon credit registries to connect in a central database, easing integration and supporting transparency to protect against double counting and enhance trust in the market....
Investment News
Manufacturing falls in Europe as energy prices rise for the long term — which is good for the USA
Energy demand is falling across Europe as natural gas prices rise ahead of winter... ... but this is bad news for Europe's manufacturing sector, as energy intensive industries on the continent (such as aluminum production) shutdown due to spiraling costs...
Hydrogen
BP bets big on Hydrogen Power
BP, the fourth-largest investor-owned oil company in the world, has announced it intends to capture a 10% share of hydrogen in core markets by 2030. Core markets include the US, UK, Europe and Australia. “BP analysis shows that hydrogen could...
Investment News
Strong consumer spending on new fuel-efficient and electric cars expected to boost energy efficiency-related investment by 16% in 2022, to just over US$560 billion
The new Energy Efficiency 2022 report from IEA is out. One of the stand outs for green metals and commodities investors is the growing market for electric vehicles/batterie, with spending set to increase 50% to almost US$840 billion per year...
Investment News
Apple pushing new Semiconductor plant in Arizona to build 4-nanometer chips as deglobalization gathers pace
Bloomberg is reporting that Taiwan Semiconductor Manufacturing Company is to build advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024. Production is also set to increase from the original 20,000 wafers per month. This a significant...
Nickel
An OPEC for Nickel
An OPEC for Nickel
I guess if you can’t buy them, convince them to join your cartel? Following not long after Canada told foreign nations to keep their hands off its critical minerals, Indonesia has sidled up and suggested that Canada help form a...
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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