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By The Oregon Group

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...
Nickel
Another Major with a Major Nickel Forecast
Another Major with a Major Nickel Forecast
As reported by Bloomberg, Jess Farrell, who heads up BHP’s Nickel West, forecast that by 2050, demand for nickel could shoot up to four times what it’s been over the last 30 years. This is based on the company’s belief...
Investment News
US LNG exports to almost triple over next 10 years
Driven by surge in demand in Europe and Asia, boosted by the Inflation Reduction Act, production in the North American natural gas market will increase to 29 billion cubic feet per day (bcfd) from 2022-2033, according to new report by...
Investment News
Demand for fossil fuels forecast to drop for first time — IEA
The IEA has, for the first time, forecast that global demand for fossil fuels could peak or plateau. “Total demand for fossil fuels declines steadily from the mid-2020s by around 2 exajoules per year on average to 2050, an annual...
Investment News
Control Risks flags biggest business risks for 2023
The biggest risk for business in 2023 is the geo-political volatility in the US-China relationship. US-China conflict remains very unlikely in 2023, but competition and confrontation are moving from the trade and technology realms into the military domain. Neither side...
Investment News
Apple shifting supply of semiconductors to US
Bloomberg News reporting Apple to buy some of its semiconductor chips from a factory under construction in Arizona. This is part of an industry trend highlighted in our recent analysis for investors: semiconductors are going global. Apple currently sources all...
Nickel
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia has announced its intention to appeal the World Trade Organization's (WTO) ruling, which favored the European Union (EU) in a dispute over the ban on nickel ore exports. President Joko Widodo, speaking at an investment event, expressed determination to...
Investment News
Temperatures forecast to “mild” for Europe in November, easing natural gas prices
A black swan to gas markets after the start of the Ukraine war was a mild winter, but Europe is experiencing a record mild winter - so far. This has eased natural gas prices as people have not yet needed...
Investment News
REDD+ Carbon Credits equivalent to 50% of all emissions from commercial flights in single year
Not sure why this was all the way down on page 14, but new report from Sylvera states for the 78 registered and issuing REDD+ projects, there are a total of 397,324,507 issued credits in the VCMs. If every REDD+...
Investment News
Exclusive early access to our uranium bull market report
Uranium is at the start of a 10-year bull market, according to our upcoming report. We forecast the uranium market will be positively impacted by a large net increase in global nuclear reactors, which require uranium as fuel. 440 nuclear reactors provide...
Nickel
Canada Looks to Protect its Critical Minerals
Canada Looks to Protect its Critical Minerals
As reported by Reuters, in a joint statement Canadian Industry Minister François-Philippe Champagne and Natural Resources Minister Jonathan Wilkinson made it clear that while Canada still wants foreign investment, it’s not giving away the farm - especially not to foreign...
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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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Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

By The Oregon Group

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...
Nickel
Another Major with a Major Nickel Forecast
Another Major with a Major Nickel Forecast
As reported by Bloomberg, Jess Farrell, who heads up BHP’s Nickel West, forecast that by 2050, demand for nickel could shoot up to four times what it’s been over the last 30 years. This is based on the company’s belief...
Investment News
US LNG exports to almost triple over next 10 years
Driven by surge in demand in Europe and Asia, boosted by the Inflation Reduction Act, production in the North American natural gas market will increase to 29 billion cubic feet per day (bcfd) from 2022-2033, according to new report by...
Investment News
Demand for fossil fuels forecast to drop for first time — IEA
The IEA has, for the first time, forecast that global demand for fossil fuels could peak or plateau. “Total demand for fossil fuels declines steadily from the mid-2020s by around 2 exajoules per year on average to 2050, an annual...
Investment News
Control Risks flags biggest business risks for 2023
The biggest risk for business in 2023 is the geo-political volatility in the US-China relationship. US-China conflict remains very unlikely in 2023, but competition and confrontation are moving from the trade and technology realms into the military domain. Neither side...
Investment News
Apple shifting supply of semiconductors to US
Bloomberg News reporting Apple to buy some of its semiconductor chips from a factory under construction in Arizona. This is part of an industry trend highlighted in our recent analysis for investors: semiconductors are going global. Apple currently sources all...
Nickel
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia has announced its intention to appeal the World Trade Organization's (WTO) ruling, which favored the European Union (EU) in a dispute over the ban on nickel ore exports. President Joko Widodo, speaking at an investment event, expressed determination to...
Investment News
Temperatures forecast to “mild” for Europe in November, easing natural gas prices
A black swan to gas markets after the start of the Ukraine war was a mild winter, but Europe is experiencing a record mild winter - so far. This has eased natural gas prices as people have not yet needed...
Investment News
REDD+ Carbon Credits equivalent to 50% of all emissions from commercial flights in single year
Not sure why this was all the way down on page 14, but new report from Sylvera states for the 78 registered and issuing REDD+ projects, there are a total of 397,324,507 issued credits in the VCMs. If every REDD+...
Investment News
Exclusive early access to our uranium bull market report
Uranium is at the start of a 10-year bull market, according to our upcoming report. We forecast the uranium market will be positively impacted by a large net increase in global nuclear reactors, which require uranium as fuel. 440 nuclear reactors provide...
Nickel
Canada Looks to Protect its Critical Minerals
Canada Looks to Protect its Critical Minerals
As reported by Reuters, in a joint statement Canadian Industry Minister François-Philippe Champagne and Natural Resources Minister Jonathan Wilkinson made it clear that while Canada still wants foreign investment, it’s not giving away the farm - especially not to foreign...
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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Jul 23, 2025
The Magic Map that could redraw nickel supply — and secure the West
Jul 21, 2025
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Jul 18, 2025
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher

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