Investment Insights. Stay Ahead.

By The Oregon Group

The Philippines is gearing up for a busy year with around 12 new mines expected to kick off. Unsurprisingly, most of them will be cranking out nickel. Unlike the grandiose but overall ineffective critical minerals statements that come out of...

Investment Insights

Titanium under siege

April 2, 2022

To put the importance of titanium in context, the F-22 air superiority fighter — generally considered the best fighter in the world — uses more titanium than any other US Air Force aircraft, over 9000 lb, or approximately 42% by weight...

Nickel

Canada Raising its Battery Game?

March 28, 2022

Thanks to the US auto industry business model, Canada’s role in automaking is worth a cool $10 billion per year. As the world shifts gears and powers towards an EV future, the Canadian government has decided it wants to own...

Nickel

LME Suspends Trading; Cancels Transactions

March 22, 2022

The London Metal Exchange (LME) has suspended trading in the nickel market due to an unprecedented spike in prices. The surge in nickel prices, driven by concerns about supplies from Russia, led to brokers struggling to pay margin calls against...

Nickel

Russian Sanctions and Nickel Price Spikes

March 15, 2022

Nickel prices just shot up 30%, hitting levels we haven’t seen since 2007. That’s what happens when the West starts talking about new sanctions on a country that supplies about 10% of the world’s nickel. New sanctions, potential bans on...

Nickel

Looks Like Everyone Wants a Nickel Flavored Battery These Days

February 28, 2022

If you’ve been following the EV market at all you’ll know that sales in 2021 saw massive growth compared to the previous year. You’ll also no doubt be aware that all of those batteries have been driving enormous demand for...

Nickel

Another Push for Deep Sea Nickel Mining

February 18, 2022

This time it’s a U.S. Senator (Senator Lisa Murkowski of Alaska) who is pushing to unlock the seabed for mining. As reported by Reuters, Murkowski is pushing the Biden Administration for details on how the U.S. plans to tap into...

Nickel

No Wonder Musk Wants so Much Nickel

February 11, 2022

A great piece on mining.com comparing Tesla, VW, and BYD on a bunch of metrics. Unsurprisingly, with its $trillion market cap, Tesla is stomping the competition on multiple levels. The Model 3, which sells for 10-times the price of entry...

Nickel

Global Energy Storage Set to Grow 20-Fold by 2030

February 3, 2022

We covered residential battery storage last month but how about the bigger picture? According to a recent forecast from BloombergNEF, total energy storage installations are expected to hit 358 gigawatts (1,028 gigawatt-hours) by the end of 2030. For some context,...

Nickel

Falling Battery Prices Perhaps Soon to Rise?

January 27, 2022

Last year saw another drop in lithium-ion battery prices dropped. According to BloombergNEF, the average price fell 6% from the previous year landing at $132 per kilowatt-hour. For fun, can you guess the price back in 2010? The answer is...

Nickel

The Residential Battery Storage Market

January 18, 2022

A lot of people still see residential battery storage as a niche technology for off-gridder or wealth, tech-savvy homeowners. However, in the U.S., installations of home battery systems more than doubled from 2020 to 2021, according to analysts at Wood...

Nickel

The Nickel Market Deficit

January 11, 2022

This week, prices for nickel shot up to levels not seen in a decade. Why? It’s the perfect storm you get when tightening global supply collides with red-hot demand from consumers – in this case EV manufacturers. The surge is...

Nickel

Nickel: The Unsung Hero of the Modern World

January 5, 2022

As we kick off the new year, it’s time for a reminder to all you metal investors, of why nickel is so important. Granted, nickel may not grab headlines like gold or lithium, but it is absolutely essential to the...