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By The Oregon Group

Nickel
Battery Storage Market Highlights for Q3
Here’s the final Q3 news highlight article, this one on the battery storage sector. 1. U.S. Grid-Scale Storage Achieves Record Deployment: The United States set a new benchmark in grid-scale energy storage, installing 4,733 MWh in Q3 2022. 2. Tesla's...
Nickel
Nickel Market Highlights for Q3
Nickel Market Highlights for Q3
Here’s the next in my quarterly top news highlights, this time on the nickel sector. Vale Projects 44% Jump in Global Nickel Demand by 2030: Brazil’s Vale caught a lot of attention last month with its updated forecast: global nickel...
Nickel
EV Market Highlights for Q3
EV Market Highlights for Q3
Here are the top highlights for Q3 in the EV market. Inflation Reduction Act Shakes Up EV Policy in the U.S.: The U.S. passed its Inflation Reduction Act, which included revamped federal EV tax credits with stricter sourcing requirements for...
Nickel
A New HPAL Plant for Indonesia
A New HPAL Plant for Indonesia
Indonesia’s strategy for growing the investment in nickel production seems to be right on schedule. Vale Indonesia has signed a new deal with China’s Zhejiang Huayou Cobalt to build a second high-pressure acid leach (HPAL) facility in South Sulawesi. The...
Nickel
A Major Nickel Demand Projection by a Mining Major
A Major Nickel Demand Projection by a Mining Major
Brazilian mining giant Vale is bracing for a sharp surge in nickel demand over the next several years, saying that it expects global nickel demand to hit 6.2 million tonnes by 2030, which is a 44% jump from this year’s...
Nickel
Canadian Nickel Growth More Aspirational Than Real?
Canadian Nickel Growth More Aspirational Than Real?
Canada is feeling the heat these days when it comes to critical metals like nickel.  This month, Johnna Muinonen, the president of Dumont Nickel, highlighted the growing demand for nickel in the battery electric vehicle (BEV) market and emphasized the...
Nickel
Is IRA a gamechanger for the U.S. Battery Sector
Is IRA a gamechanger for the U.S. Battery Sector
The Inflation Reduction Act (IRA) generated a lot of headlines were all about climate goals, clean energy tax credits, and big-ticket federal spending. But what does it actually mean for the U.S. battery sector and thus for battery metal demand?...
Nickel
Has the Penny Dropped for US Nickel Mining Permits?
Has the Penny Dropped for US Nickel Mining Permits?
It’s been a long time coming, but maybe the message will finally get across: the U.S. can’t build a domestic EV industry without accelerating the timeline to get a mine off the ground. As reported by mining.co, US auto maker...
Nickel
Indonesia Eyes Nickel Export Tax as It Pushes for More Local Refining
Indonesia Eyes Nickel Export Tax as It Pushes for More Local Refining
Indonesia is at it again. As reported by Bloomberg, the country is considering the introduction of a tax on nickel exports before the end of the year. Already the world’s top dog in nickel production, Indonesia wants to own and...
Nickel
New Nickel Mines? Lots More Needed to Meet Growth Projections
New Nickel Mines? Lots More Needed to Meet Growth Projections
The International Energy Agency (IEA) paints a clear picture: if the world hopes to hit net-zero emissions targets, a massive ramp-up in mining is required. That’s not really news to us battery metals bulls but it is to the rest...
Nickel
Tesla Urged to Halt Nickel Plans in Indonesia, Citing Environmental Concerns
Tesla Urged to Halt Nickel Plans in Indonesia, Citing Environmental Concerns
Remember my article on toxic tailings? Well, a coalition of environmental organizations is calling on Tesla to reconsider its nickel investment plans in Indonesia, the world's leading producer of the mineral. The move comes as the electric vehicle (EV) industry...
Investment Insights
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
Picture of The Oregon Group

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
Battery Storage Market Highlights for Q3
Battery Storage Market Highlights for Q3
Here’s the final Q3 news highlight article, this one on the battery storage sector. 1. U.S. Grid-Scale Storage Achieves Record Deployment: The United States set a new benchmark in grid-scale energy storage, installing 4,733 MWh in Q3 2022. 2. Tesla's...
Nickel
Nickel Market Highlights for Q3
Nickel Market Highlights for Q3
Here’s the next in my quarterly top news highlights, this time on the nickel sector. Vale Projects 44% Jump in Global Nickel Demand by 2030: Brazil’s Vale caught a lot of attention last month with its updated forecast: global nickel...
Nickel
EV Market Highlights for Q3
EV Market Highlights for Q3
Here are the top highlights for Q3 in the EV market. Inflation Reduction Act Shakes Up EV Policy in the U.S.: The U.S. passed its Inflation Reduction Act, which included revamped federal EV tax credits with stricter sourcing requirements for...
Nickel
A New HPAL Plant for Indonesia
A New HPAL Plant for Indonesia
Indonesia’s strategy for growing the investment in nickel production seems to be right on schedule. Vale Indonesia has signed a new deal with China’s Zhejiang Huayou Cobalt to build a second high-pressure acid leach (HPAL) facility in South Sulawesi. The...
Nickel
A Major Nickel Demand Projection by a Mining Major
A Major Nickel Demand Projection by a Mining Major
Brazilian mining giant Vale is bracing for a sharp surge in nickel demand over the next several years, saying that it expects global nickel demand to hit 6.2 million tonnes by 2030, which is a 44% jump from this year’s...
Nickel
Canadian Nickel Growth More Aspirational Than Real?
Canadian Nickel Growth More Aspirational Than Real?
Canada is feeling the heat these days when it comes to critical metals like nickel.  This month, Johnna Muinonen, the president of Dumont Nickel, highlighted the growing demand for nickel in the battery electric vehicle (BEV) market and emphasized the...
Nickel
Is IRA a gamechanger for the U.S. Battery Sector
Is IRA a gamechanger for the U.S. Battery Sector
The Inflation Reduction Act (IRA) generated a lot of headlines were all about climate goals, clean energy tax credits, and big-ticket federal spending. But what does it actually mean for the U.S. battery sector and thus for battery metal demand?...
Nickel
Has the Penny Dropped for US Nickel Mining Permits?
Has the Penny Dropped for US Nickel Mining Permits?
It’s been a long time coming, but maybe the message will finally get across: the U.S. can’t build a domestic EV industry without accelerating the timeline to get a mine off the ground. As reported by mining.co, US auto maker...
Nickel
Indonesia Eyes Nickel Export Tax as It Pushes for More Local Refining
Indonesia Eyes Nickel Export Tax as It Pushes for More Local Refining
Indonesia is at it again. As reported by Bloomberg, the country is considering the introduction of a tax on nickel exports before the end of the year. Already the world’s top dog in nickel production, Indonesia wants to own and...
Nickel
New Nickel Mines? Lots More Needed to Meet Growth Projections
New Nickel Mines? Lots More Needed to Meet Growth Projections
The International Energy Agency (IEA) paints a clear picture: if the world hopes to hit net-zero emissions targets, a massive ramp-up in mining is required. That’s not really news to us battery metals bulls but it is to the rest...
Nickel
Tesla Urged to Halt Nickel Plans in Indonesia, Citing Environmental Concerns
Tesla Urged to Halt Nickel Plans in Indonesia, Citing Environmental Concerns
Remember my article on toxic tailings? Well, a coalition of environmental organizations is calling on Tesla to reconsider its nickel investment plans in Indonesia, the world's leading producer of the mineral. The move comes as the electric vehicle (EV) industry...
Investment Insights
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia’s oil boom: the race for Africa’s new energy frontier
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
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

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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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