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Investment Insights. Stay Ahead.

By The Oregon Group

Gold and Silver
Gold demand increased 18% year-on-year in 2022
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual total since 2011. Demand from central banks doubled to 1,1326t in 2022 (from 450t in 2021), hitting a new 55-year...
Nickel
Indonesian Style Nickel Tax for the Philippines
Indonesian Style Nickel Tax for the Philippines
Having observed Indonesia pull in $billions of investments in nickel processing infrastructure, the Philippines has decided it should follow suit. Not surprising really, since Indonesian exports went from $3 billion to $30 billion in just two years as a result...
Investment News
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has been cut by 500tU, due to "wellhead development, procurement and supply chain issues, including inflationary pressure on production materials." To...
Investment News
Price of rice continues to rise, adding pressure on global food inflation
Price of rice continues to rise, adding pressure on global food inflation
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to Vietnam, but also the Middle East, Africa, South America and the West as consumers turned away from wheat, made more...
Investment News
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new report by BloombergNEF. This is approximately the same amount as invested in fossil fuels, for the first time. But this...
Investment News
Carbon Offset market could reach $1 trillion, BloombergNEF
Carbon Offset market could reach $1 trillion, BloombergNEF
A new report from BloombergNEF states the total value of carbon credits produced and sold to help companies and individuals meet their de-carbonization goals could approach $1 trillion as soon as 2037. "Doubts over credit quality and climate impact gave...
Investment News
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
A survey by McKinsey of more than 1,300 US row- and specialty-crop farmers in 2022, reveals farmers are embracing new products and technologies to manage market unpredictability. "Farmers are using agriculture technology to support more farming operations. Tools that might...
Nickel
Q4 2022 News Highlights for the Nickel Market
Q4 2022 News Highlights for the Nickel Market
A selection of highlights for Q4 of last year in the nickel market. Indonesia Floated a Nickel OPEC: Indonesia has been pitching the idea of a nickel focused group like OPEC. I don’t we’ll see this come to pass but...
Investment News
US certifies first small modular nuclear reactor design
US certifies first small modular nuclear reactor design
The US Nuclear Regulatory Commission (NRC) has issued it's final rule to certify NuScale Power’s small modular reactor, effective February 21, 2023. “SMRs are no longer an abstract concept” Assistant Secretary for Nuclear Energy Kathryn Huff said, in a Department of...
Investment News
Global oil demand to hit record 101.7 million barrels a day in 2023
Nearly 50% of the 1.9mb/d increase in oil demand this year is to come from China after it lifted it's Covid restrictions, according to the IEA. Meanwhile, world oil supply growth in 2023 is set to slow to 1 mb/d...
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...
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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

Gold and Silver
Gold demand increased 18% year-on-year in 2022
Gold demand increased 18% year-on-year in 2022
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual total since 2011. Demand from central banks doubled to 1,1326t in 2022 (from 450t in 2021), hitting a new 55-year...
Nickel
Indonesian Style Nickel Tax for the Philippines
Indonesian Style Nickel Tax for the Philippines
Having observed Indonesia pull in $billions of investments in nickel processing infrastructure, the Philippines has decided it should follow suit. Not surprising really, since Indonesian exports went from $3 billion to $30 billion in just two years as a result...
Investment News
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan uranium production falls in 2022 and 2023
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has been cut by 500tU, due to "wellhead development, procurement and supply chain issues, including inflationary pressure on production materials." To...
Investment News
Price of rice continues to rise, adding pressure on global food inflation
Price of rice continues to rise, adding pressure on global food inflation
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to Vietnam, but also the Middle East, Africa, South America and the West as consumers turned away from wheat, made more...
Investment News
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
$1.11 trillion invested in global energy transition, same as fossil fuel investment for first time
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new report by BloombergNEF. This is approximately the same amount as invested in fossil fuels, for the first time. But this...
Investment News
Carbon Offset market could reach $1 trillion, BloombergNEF
Carbon Offset market could reach $1 trillion, BloombergNEF
A new report from BloombergNEF states the total value of carbon credits produced and sold to help companies and individuals meet their de-carbonization goals could approach $1 trillion as soon as 2037. "Doubts over credit quality and climate impact gave...
Investment News
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
Agtech poised to see significant growth in adoption between now and 2024, McKinsey
A survey by McKinsey of more than 1,300 US row- and specialty-crop farmers in 2022, reveals farmers are embracing new products and technologies to manage market unpredictability. "Farmers are using agriculture technology to support more farming operations. Tools that might...
Nickel
Q4 2022 News Highlights for the Nickel Market
Q4 2022 News Highlights for the Nickel Market
A selection of highlights for Q4 of last year in the nickel market. Indonesia Floated a Nickel OPEC: Indonesia has been pitching the idea of a nickel focused group like OPEC. I don’t we’ll see this come to pass but...
Investment News
US certifies first small modular nuclear reactor design
US certifies first small modular nuclear reactor design
The US Nuclear Regulatory Commission (NRC) has issued it's final rule to certify NuScale Power’s small modular reactor, effective February 21, 2023. “SMRs are no longer an abstract concept” Assistant Secretary for Nuclear Energy Kathryn Huff said, in a Department of...
Investment News
Global oil demand to hit record 101.7 million barrels a day in 2023
Nearly 50% of the 1.9mb/d increase in oil demand this year is to come from China after it lifted it's Covid restrictions, according to the IEA. Meanwhile, world oil supply growth in 2023 is set to slow to 1 mb/d...
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...
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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