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By The Oregon Group

Copper
Protests in Peru threaten almost $4 billion worth of global copper supply
Peru's third largest mine, Las Bambas, has reportedly not exported any copper concentrate since January 3, and Glencore's large Antapaccay mine is also facing "restricted" capacity.* UPDATE: Glencore has now suspended operations at Antapaccay copper mine after protesters set fire...
Nickel
Indonesia’s Nickel Smelter Slowdown
Indonesia’s Nickel Smelter Slowdown
As reported by Reuters, Indonesia decided that perhaps quality matters more than quantity when it coes to nickel smelters. The country pushed hard for investment in its nickel sector and that’s what it got.  More smelters and more exports, which...
Nickel
Q4 2022 News Highlights for the EV Market
Q4 2022 News Highlights for the EV Market
A selection of highlights for Q4 of last year in the EV market. Tesla Slashed Prices in China: Tesla kicked off a pricing war in China by cutting the cost of its Model 3 and Model Y in October, which...
Investment News
Nearly two-thirds of Canadians now support further development of nuclear power
According to a new, non-profit survey, the percentage of Canadians who would like further development of nuclear power has increased from 51% in 2021 to 57% in 2023. "As the world pushes towards net-zero emissions targets, and away from the...
Hydrogen
India approves US$2.3 billion to support green hydrogen energy production, to create global hub
India's cabinet has approved the "National Green Hydrogen Mission", to make India a global green hydrogen hub by 2030, including: development of green  hydrogen production capacity of at least 5 million metric tonnes per year, with an associated renewable energy...
Investment News
Oil demand in China forecast to reach record levels
Daily consumption in China may expand by 800,000 barrels, a Bloomberg survey shows. Wood MacKenzie suggests the recovery may pick up from second quarter of this year. Our analysis on what the return of oil means for the global economy:...
Investment News
89% of 500 companies surveyed in new report using or looking at using carbon credits
A new report — Corporate Minds on Climate Action, by Conservation International and We Mean Business Coalition — surveyed 502 business leaders from 500 medium-to-large businesses across the US, UK and EU found 89% say carbon credits are important to compensate...
Investment News
South Korea, Sweden, Belgium latest to push nuclear power expansion
An increasing number of countries around the world are turning to nuclear energy for energy security: Sweden has announced a plan to lift a law limiting the number of nuclear reactors in the country to only 10, in a push...
Investment News
Transition to net zero by 2050 could value add US$10.3 trillion to the global economy
The transition to net zero is not a cost, but an opportunity, according to a new report by ARUP and Oxford Economics, which forecasts total value add to the global economy to be US10.3 trillion by 2050. In particular, total...
Nickel
Global EV Charging Station Growth in 2022
Global EV Charging Station Growth in 2022
If 2021 was the year EVs went mainstream then 2022 was the year that the support system made a much needed dash to try and catch up. According to the International Energy Agency (IEA), the number of public EV chargers...
Investment News
Number of companies investing 5% of digital budgets into AI increases to 52%, survey
The new State of AI in 2022 report by Mckinsey & Company found a significant rise in the number of companies who invest 5% of their digital budgets into artificial intelligence (AI). From 40% in 2018 to 52% in 2022....
Investment News
Global food prices fall but still at historic highs
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...
Nickel
Looking to Buy Some Physical Nickel?
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...
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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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By The Oregon Group

Copper
Protests in Peru threaten almost $4 billion worth of global copper supply
Protests in Peru threaten almost $4 billion worth of global copper supply
Peru's third largest mine, Las Bambas, has reportedly not exported any copper concentrate since January 3, and Glencore's large Antapaccay mine is also facing "restricted" capacity.* UPDATE: Glencore has now suspended operations at Antapaccay copper mine after protesters set fire...
Nickel
Indonesia’s Nickel Smelter Slowdown
Indonesia’s Nickel Smelter Slowdown
As reported by Reuters, Indonesia decided that perhaps quality matters more than quantity when it coes to nickel smelters. The country pushed hard for investment in its nickel sector and that’s what it got.  More smelters and more exports, which...
Nickel
Q4 2022 News Highlights for the EV Market
Q4 2022 News Highlights for the EV Market
A selection of highlights for Q4 of last year in the EV market. Tesla Slashed Prices in China: Tesla kicked off a pricing war in China by cutting the cost of its Model 3 and Model Y in October, which...
Investment News
Nearly two-thirds of Canadians now support further development of nuclear power
According to a new, non-profit survey, the percentage of Canadians who would like further development of nuclear power has increased from 51% in 2021 to 57% in 2023. "As the world pushes towards net-zero emissions targets, and away from the...
Hydrogen
India approves US$2.3 billion to support green hydrogen energy production, to create global hub
India's cabinet has approved the "National Green Hydrogen Mission", to make India a global green hydrogen hub by 2030, including: development of green  hydrogen production capacity of at least 5 million metric tonnes per year, with an associated renewable energy...
Investment News
Oil demand in China forecast to reach record levels
Daily consumption in China may expand by 800,000 barrels, a Bloomberg survey shows. Wood MacKenzie suggests the recovery may pick up from second quarter of this year. Our analysis on what the return of oil means for the global economy:...
Investment News
89% of 500 companies surveyed in new report using or looking at using carbon credits
A new report — Corporate Minds on Climate Action, by Conservation International and We Mean Business Coalition — surveyed 502 business leaders from 500 medium-to-large businesses across the US, UK and EU found 89% say carbon credits are important to compensate...
Investment News
South Korea, Sweden, Belgium latest to push nuclear power expansion
An increasing number of countries around the world are turning to nuclear energy for energy security: Sweden has announced a plan to lift a law limiting the number of nuclear reactors in the country to only 10, in a push...
Investment News
Transition to net zero by 2050 could value add US$10.3 trillion to the global economy
The transition to net zero is not a cost, but an opportunity, according to a new report by ARUP and Oxford Economics, which forecasts total value add to the global economy to be US10.3 trillion by 2050. In particular, total...
Nickel
Global EV Charging Station Growth in 2022
Global EV Charging Station Growth in 2022
If 2021 was the year EVs went mainstream then 2022 was the year that the support system made a much needed dash to try and catch up. According to the International Energy Agency (IEA), the number of public EV chargers...
Investment News
Number of companies investing 5% of digital budgets into AI increases to 52%, survey
The new State of AI in 2022 report by Mckinsey & Company found a significant rise in the number of companies who invest 5% of their digital budgets into artificial intelligence (AI). From 40% in 2018 to 52% in 2022....
Investment News
Global food prices fall but still at historic highs
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...
Nickel
Looking to Buy Some Physical Nickel?
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...
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.

[mepr-membership-registration-form id="4595"]
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