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By The Oregon Group

Investment News
US Senate passes bill to establish Nuclear Fuel Security Program and submit report on a civil nuclear credit program
The new bill, number S.3482, aims to prioritize activities to: increase domestic production of low-enriched uranium and accelerate efforts to establish a domestic high-assay, low-enriched uranium enrichment capability The bill comes as Poland has announced it has partnered with the...
Investment News
China to end quarantine restrictions for citizens and foreign travellers
China’s National Health Commission has announced, anyone travelling into the country from January 8 will not have to undergo quarantine, a measure in place since 2022. It’s a significant move in opening up the economy as the government continues to...
Copper
Giant copper mine ordered to shut down in Panama
Work at First Quantum Minerals’ Cobre Panamá copper mine has halted after terms for a new contract between the government and company could not be agreed. Cobre Panamá, at full capacity, can produce 300,000 tonnes of copper and is estimated...
Investment News
Toughest US trucking conditions since pandemic on high diesel and financing costs
There has been a “major deterioration” in trucking conditions in October, according to FTR Transportation Intelligence. The FTR’s Trucking Conditions Index (TCI) fell to a -11.16 reading from the -2.35 reported in September — the weakest since it’s record low reading...
Investment News
US Shale oil productivity set lower for 2023
Productivity in America's shale oil industry is set to continue its trend lower next year. This includes the Permian, the largest oil producing basin in the US. The forecast from the EIA comes as Scott Sheffield, chief executive of Texas-based...
Investment News
Diesel imports into Europe surge ahead of Russia sanctions deadline
The EU and UK have imported more than 16 million barrels of diesel from December 1-10. If this rate of imports continues it would be the second-highest for 10 years. The surge comes ahead of a deadline on February 5...
Investment News
US announces $55 billion for Africa, including $15 billion for trade and investment deals
President Joe Biden said the US is "all in" on Africa's future at the first US-Africa summit hosted by Washington in eight years. It comes as the US and China are vying for influence on the continent, especially for critical...
Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
Investment News
Demand for diesel dropping in US
Diesel makes up approximately 85-90% of demand for distillate, so the latest figures from EIA add to concern that high prices are leading to demand destruction, which will have an wider impact on the economy. We expect lower demand and...
Investment News
First time ever US scientists have produced more energy from fusion reaction than it consumes
Confirmation from the US Department of Energy is expected Tuesday, but government scientists in California have reportedly achieved a net gain nuclear fusion reaction. This would be a major breakthrough, especially as fusion energy produces no waste or greenhouse gases....
Investment News
Carbon Credit registry Verra acknowledges delays in processing new projects
As we have discussed in our analysis on the coming carbon credit supply crunch, carbon credit projects take time to develop and approve, and more are coming online. This include the challenge of finding skilled workers. "The rapid growth we...
Investment News
Our latest insider investment insights on China, uranium, and nickel
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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

Investment News
US Senate passes bill to establish Nuclear Fuel Security Program and submit report on a civil nuclear credit program
The new bill, number S.3482, aims to prioritize activities to: increase domestic production of low-enriched uranium and accelerate efforts to establish a domestic high-assay, low-enriched uranium enrichment capability The bill comes as Poland has announced it has partnered with the...
Investment News
China to end quarantine restrictions for citizens and foreign travellers
China’s National Health Commission has announced, anyone travelling into the country from January 8 will not have to undergo quarantine, a measure in place since 2022. It’s a significant move in opening up the economy as the government continues to...
Copper
Giant copper mine ordered to shut down in Panama
Work at First Quantum Minerals’ Cobre Panamá copper mine has halted after terms for a new contract between the government and company could not be agreed. Cobre Panamá, at full capacity, can produce 300,000 tonnes of copper and is estimated...
Investment News
Toughest US trucking conditions since pandemic on high diesel and financing costs
There has been a “major deterioration” in trucking conditions in October, according to FTR Transportation Intelligence. The FTR’s Trucking Conditions Index (TCI) fell to a -11.16 reading from the -2.35 reported in September — the weakest since it’s record low reading...
Investment News
US Shale oil productivity set lower for 2023
Productivity in America's shale oil industry is set to continue its trend lower next year. This includes the Permian, the largest oil producing basin in the US. The forecast from the EIA comes as Scott Sheffield, chief executive of Texas-based...
Investment News
Diesel imports into Europe surge ahead of Russia sanctions deadline
The EU and UK have imported more than 16 million barrels of diesel from December 1-10. If this rate of imports continues it would be the second-highest for 10 years. The surge comes ahead of a deadline on February 5...
Investment News
US announces $55 billion for Africa, including $15 billion for trade and investment deals
President Joe Biden said the US is "all in" on Africa's future at the first US-Africa summit hosted by Washington in eight years. It comes as the US and China are vying for influence on the continent, especially for critical...
Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
Investment News
Demand for diesel dropping in US
Diesel makes up approximately 85-90% of demand for distillate, so the latest figures from EIA add to concern that high prices are leading to demand destruction, which will have an wider impact on the economy. We expect lower demand and...
Investment News
First time ever US scientists have produced more energy from fusion reaction than it consumes
Confirmation from the US Department of Energy is expected Tuesday, but government scientists in California have reportedly achieved a net gain nuclear fusion reaction. This would be a major breakthrough, especially as fusion energy produces no waste or greenhouse gases....
Investment News
Carbon Credit registry Verra acknowledges delays in processing new projects
As we have discussed in our analysis on the coming carbon credit supply crunch, carbon credit projects take time to develop and approve, and more are coming online. This include the challenge of finding skilled workers. "The rapid growth we...
Investment News
Our latest insider investment insights on China, uranium, and nickel
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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