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Global food prices fall but still at historic highs

January 8, 2023

Global food prices have fallen back to levels seen before Russia's invasion of Ukraine, but remain historically high. The decline in prices in December was driven by a steep drop in the international prices of vegetable oils, together with some...

Looking to Buy Some Physical Nickel?

As part of the response to the LME chaos last year, UK-based Global Commodities Holdings (GCH) is rolling out a brand-new physical nickel trading platform, and it's set to go live in late February. As a reminder, prices skyrocketed to...

Q4 News Highlights for the Energy Storage Market

Tesla Hits 10 GWh Deployed with Megapacks: Tesla’s energy storage arm crossed a major milestone in Q4 with 10 gigawatt-hours of Megapack storage deployed globally. World’s Largest Flow Battery Project: China completed the world’s largest vanadium flow battery system. Europe...

UK announces £75 million Nuclear Fuel Fund to boost domestic production of nuclear fuel

To secure supply of uranium and national energy security, the new fund will encourage investment, development and commercialization of domestic nuclear full production, particularly the development of new conversion capacity to power existing and future nuclear reactors. This will also...

Renewables raise more investment in debt markets than fossil fuel companies for first time

January 5, 2023

New research shows lending to green projects, renewables and other environmentally responsible ventures, was approximately US$580 billion in 2022. Oil, gas and coal industries raised US$530 billion.

Copper

Revenues from copper and battery metals in Sub-Saharan Africa could double by 2030

January 4, 2023

Forecasts suggest revenues for copper, cobalt, manganese, nickel, graphite and lithium could more than double by the end of the decade. Africa accounts for over 40% of global reserves of cobalt, manganese and platinum – key minerals for batteries and...

Tesla deliveries grow 40% YoY to 1.31m in 2023

January 3, 2023

Despite significant “Covid and supply chain related challenges”, in 2022, Tesla’s electric vehicle deliveries grew 40% to 1.31 million, from 936,172 in 2021. Production also increased 47% to 1.37 million in 2022. Rising sales of electric vehicles across the world...

Diesel prices in US could peak at US$4.71 in 2023

January 2, 2023

The price of diesel in the US could rise as high as US$4.71 in 2023, a rise of 40% from an average price of US$3.29 in 2021 before the global diesel crisis, according to GasBuddy. “2023 is not going to...

Ukraine grain exports fall 30% to 22 million tonnes in 2022/23, from 31 million tonnes to 2021/22

December 31, 2022

One of the big drivers of rising food prices has been the drop of grain exports from Ukraine since Russia’s invasion when world food commodity prices hit their highest levels ever. Both Russia and Ukraine account for nearly a third of...

US Senate passes bill to establish Nuclear Fuel Security Program and submit report on a civil nuclear credit program

December 28, 2022

The new bill, number S.3482, aims to prioritize activities to: increase domestic production of low-enriched uranium and accelerate efforts to establish a domestic high-assay, low-enriched uranium enrichment capability The bill comes as Poland has announced it has partnered with the...

China to end quarantine restrictions for citizens and foreign travellers

December 26, 2022

China’s National Health Commission has announced, anyone travelling into the country from January 8 will not have to undergo quarantine, a measure in place since 2022. It’s a significant move in opening up the economy as the government continues to...

Copper

Giant copper mine ordered to shut down in Panama

December 22, 2022

Work at First Quantum Minerals’ Cobre Panamá copper mine has halted after terms for a new contract between the government and company could not be agreed. Cobre Panamá, at full capacity, can produce 300,000 tonnes of copper and is estimated...

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

Number of companies investing 5% of digital budgets into AI increases to 52%, survey

January 10, 2023

Global food prices fall but still at historic highs

January 8, 2023

Looking to Buy Some Physical Nickel?

Q4 News Highlights for the Energy Storage Market

UK announces £75 million Nuclear Fuel Fund to boost domestic production of nuclear fuel

Renewables raise more investment in debt markets than fossil fuel companies for first time

January 5, 2023

New research shows lending to green projects, renewables and other environmentally responsible ventures, was approximately US$580 billion in 2022. Oil, gas and coal industries raised US$530 billion.

Copper

Revenues from copper and battery metals in Sub-Saharan Africa could double by 2030

January 4, 2023

Tesla deliveries grow 40% YoY to 1.31m in 2023

January 3, 2023

Diesel prices in US could peak at US$4.71 in 2023

January 2, 2023