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By The Oregon Group

Latest News
Battery Prices Rise
According to Benchmark Minerals, the global average price for lithium-ion batteries rose 3.8% in May, landing at $110.70 per kilowatt-hour. Admittedly, that’s not a major jump, however, when automakers are piling pressure on the battery sector to bring battery prices...
Investment News
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
The number of S&P companies citing environmental, social and governance factors during their earnings calls has fallen from a peak of 156 in Q4 2021 to 74 in Q1 2023, a fall of 23%, according to a new report. This...
Investment News
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
A lawsuit against the London Metal Exchange will be heard in the London High Court from June 20-22. Lawyers representing Paul Singer's fund Elliot Investment Management and trading firm Jane Street will be in the High Court in London on...
Investment News
Natural Gas production hits monthly record highs in US Permian basin
Natural Gas production hits monthly record highs in US Permian basin
Natural gas production from largest shale field in the US, the Permian basin in Texas and New Mexico, has climbed to record highs every month this year, according to the latest data from the US Energy Information Administration. This has...
Investment News
European Commission publishes obligations and call for feedback on CBAM introduction
European Commission publishes obligations and call for feedback on CBAM introduction
The European Commission has released a call for views on the implementation of it's Carbon Border Adjustment Mechanism (CBAM) that starts it's transitional phase from October 1 to 2025. "In the CBAM's transitional phase, traders will only have to report...
Copper - News and Insights
Profits for copper mines over $100billion, but investment in new supply still low
Profits for copper mines over $100billion, but investment in new supply still low
The global copper mining industry has seen a significant rebound after prices hit record highs in 2021 — yet investment in exploration and new mines remains low. "Capital spend on copper projects is estimated to have been only $14.42 billion in...
Investment News
About 90% of net-zero plans of over 30 countries unlikely to be achieved
About 90% of net-zero plans of over 30 countries unlikely to be achieved
A new study of government commitments to reach net-zero, found many lack credibility to completely stop their greenhouse gas emissions. China and the US are ranked in the "lower" category. Australia, Brazil, India, South Africa and the UAE have "much...
Investment News
US construction spending by manufacturers doubles in past year
US construction spending by manufacturers doubles in past year
Spending on manufacturing in the US has soared to US$190 billion, doubling in the last year — the highest share on record since the early 1990s. The increase in spending comes as the US has rolled out a significant series of...
Investment News
New rail link between Kazakhstan and China to be built, as uranium deal sealed
New rail link between Kazakhstan and China to be built, as uranium deal sealed
President of Kazakhstan, Kassym-Jomart Tokayev, announced at the recent Eurasian Economic Forum that China Railways and the Kazakhstan's Kazakh Temir Zholy (KTZ) are developing new rail links between the two countries. "It is extremely important to build effective cooperation with...
Investment News
Dept of Energy report highlights US critical materials supply risk
Dept of Energy report highlights US critical materials supply risk
The Department of Energy's latest Critical Materials Assessment report has highlighted six critical materials in the short term, and 12 critical materials in the medium term. Short-term includes: cobalt, dysprosium, gallium, natural graphite, iridium, and neodymium Long-term includes: lithium, nickel, cobalt,...
Investment News
EU wants more critical minerals deals with African countries
EU wants more critical minerals deals with African countries
The European Union is currently in negotiations with the Democratic Republic of Congo, and plans talks with other African countries, to boost the economic bloc's supply of critical minerals for it's energy transition. "We expect, in the near future, to...
Latest News
LME Consults on Price Reforms
LME Consults on Price Reforms
Did you know that it’s been more than a year since the LME debacle? Along with many others, I said at the time that their mistakes in handling the crisis would have far reaching implications for themselves and the market....
Climate Legislation
What would “Peak Green” mean for commodity investors
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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Jul 31, 2026
Canada’s copper premium (location, location, location)
Jul 30, 2026
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
Jul 28, 2026
West faces $500 billion critical minerals financing test — report

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