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By The Oregon Group

Nickel
Booster for US Battery Metal Hopefuls
As part of the recently invoked Defense Production Act (DPA) the U.S. Administration has added another $500 million to encourage domestic development of EV and green tech supply chains, including critical minerals like nickel, lithium, cobalt, and graphite. This adds...
Nickel
Less Nickel in Batteries? Guess Again
Less Nickel in Batteries? Guess Again
A team of researchers over at Tohoku University in Japan claims to have cracked a way to cut down on the use of cobalt and nickel in lithium-ion batteries. Their latest paper, published in ACS Applied Energy Materials, shows it’s...
Nickel
Global Metal Demand to Surge for Decades as Energy Transition Accelerates
Global Metal Demand to Surge for Decades as Energy Transition Accelerates
As reported by Bloomberg, The World Bank has projected a sustained and significant increase in global demand for critical metals, including copper, nickel, cobalt, and lithium. In its latest report, the institution emphasized that the energy transition will be a...
Nickel
The Nickel Cold War?
The Nickel Cold War?
If you want to understand just how critical nickel has become, look no further than the U.S. dusting off a Cold War-era law to secure it. The U.S. Govt. has invoked the Defense Production Act (DPA) to jumpstart America’s domestic...
Nickel
Nickel Market – News Highlights for the Quarter
Nickel Market – News Highlights for the Quarter
A quick roundup of pertinent nickel news in Q1 of this year. Nickel Price Spikes and Cancelled Trades: Let’s start with the obvious. In early March, nickel prices spiked over 250% in just two days, briefly topping $100,000 per tonne...
Guest Post
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
Jamie Strauss is the Founder and CEO of Digbee, the leading sustainability disclosure and assurance platform built specifically for the mining sector. Under his leadership, Digbee has become widely acknowledged by Tier 1 capital providers as the industry’s trusted solution...
Nickel
EV Market – News Highlights for the Quarter
EV Market – News Highlights for the Quarter
Huge investments, soaring battery metals prices, an ongoing EV arms race… here are some news highlights from Q1 of this year: Tesla Still on Top: Record-breaking deliveries including over 310,000 vehicles shipped in Q1 alone. Massive Nickel Price Spikes: Nickel...
Nickel
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
The London Metal Exchange (LME) is grappling with a severe decline in nickel trading volumes following an historic short squeeze, which has triggered concerns over the market's liquidity. Despite efforts to resume trading, nickel has remained largely stagnant, with minimal...
Nickel
Philipino Nickel Production this Year
Philipino Nickel Production this Year
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...
Nickel
Canada Raising its Battery Game?
Canada Raising its Battery Game?
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
LME Suspends Trading; Cancels Transactions
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
Russian Sanctions and Nickel Price Spikes
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
Looks Like Everyone Wants a Nickel Flavored Battery These Days
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...
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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

Nickel
Booster for US Battery Metal Hopefuls
Booster for US Battery Metal Hopefuls
As part of the recently invoked Defense Production Act (DPA) the U.S. Administration has added another $500 million to encourage domestic development of EV and green tech supply chains, including critical minerals like nickel, lithium, cobalt, and graphite. This adds...
Nickel
Less Nickel in Batteries? Guess Again
Less Nickel in Batteries? Guess Again
A team of researchers over at Tohoku University in Japan claims to have cracked a way to cut down on the use of cobalt and nickel in lithium-ion batteries. Their latest paper, published in ACS Applied Energy Materials, shows it’s...
Nickel
Global Metal Demand to Surge for Decades as Energy Transition Accelerates
Global Metal Demand to Surge for Decades as Energy Transition Accelerates
As reported by Bloomberg, The World Bank has projected a sustained and significant increase in global demand for critical metals, including copper, nickel, cobalt, and lithium. In its latest report, the institution emphasized that the energy transition will be a...
Nickel
The Nickel Cold War?
The Nickel Cold War?
If you want to understand just how critical nickel has become, look no further than the U.S. dusting off a Cold War-era law to secure it. The U.S. Govt. has invoked the Defense Production Act (DPA) to jumpstart America’s domestic...
Nickel
Nickel Market – News Highlights for the Quarter
Nickel Market – News Highlights for the Quarter
A quick roundup of pertinent nickel news in Q1 of this year. Nickel Price Spikes and Cancelled Trades: Let’s start with the obvious. In early March, nickel prices spiked over 250% in just two days, briefly topping $100,000 per tonne...
Guest Post
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
Jamie Strauss is the Founder and CEO of Digbee, the leading sustainability disclosure and assurance platform built specifically for the mining sector. Under his leadership, Digbee has become widely acknowledged by Tier 1 capital providers as the industry’s trusted solution...
Nickel
EV Market – News Highlights for the Quarter
EV Market – News Highlights for the Quarter
Huge investments, soaring battery metals prices, an ongoing EV arms race… here are some news highlights from Q1 of this year: Tesla Still on Top: Record-breaking deliveries including over 310,000 vehicles shipped in Q1 alone. Massive Nickel Price Spikes: Nickel...
Nickel
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
The London Metal Exchange (LME) is grappling with a severe decline in nickel trading volumes following an historic short squeeze, which has triggered concerns over the market's liquidity. Despite efforts to resume trading, nickel has remained largely stagnant, with minimal...
Nickel
Philipino Nickel Production this Year
Philipino Nickel Production this Year
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...
Nickel
Canada Raising its Battery Game?
Canada Raising its Battery Game?
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
LME Suspends Trading; Cancels Transactions
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
Russian Sanctions and Nickel Price Spikes
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
Looks Like Everyone Wants a Nickel Flavored Battery These Days
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...
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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