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Investment Insights. Stay Ahead.

By The Oregon Group

Nickel
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
Protected: Namibia’s oil boom: the race for Africa’s new energy frontier
Protected: Namibia’s oil boom: the race for Africa’s new energy frontier
This content is password protected. To view it please enter your password below: Password:
Nickel
Q2 NickelMarket Highlights
Q2 NickelMarket Highlights
Here’s a look at some of the top news highlights from this past quarter in the nickel market. London Metal Exchange (LME) Faces Regulatory Action Over Nickel Market Turmoil: In March 2022, the LME suspended nickel trading for eight days...
Uncategorized
Q2 EV Market Highlights
Q2 EV Market Highlights
Here’s a look at some of the top news highlights from this past quarter. Global EV Sales Surge by 61%: In Q2 2022, global passenger EV sales reached 2.18 million units, marking a 61% year-over-year increase. Battery electric vehicles (BEVs)...
Nickel
A New US Metals Map
A New US Metals Map
The U.S. Department of the Interior is channeling more than $74 million into efforts to map areas that may hold critical mineral resources, aiming to reduce the country’s dependence on foreign suppliers and strengthen domestic supply chains. It’s the latest...
Nickel
One Charge, One Thousand KM
One Charge, One Thousand KM
It’s been a long time coming but China’s battery giant CATL has revealed its latest breakthrough: an EV battery that can power a car for over 1,000 kilometers (about 620 miles) on a single charge. They’re calling it the next-generation...
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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

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
Protected: Namibia’s oil boom: the race for Africa’s new energy frontier
Protected: Namibia’s oil boom: the race for Africa’s new energy frontier
This content is password protected. To view it please enter your password below: Password:
Nickel
Q2 NickelMarket Highlights
Q2 NickelMarket Highlights
Here’s a look at some of the top news highlights from this past quarter in the nickel market. London Metal Exchange (LME) Faces Regulatory Action Over Nickel Market Turmoil: In March 2022, the LME suspended nickel trading for eight days...
Uncategorized
Q2 EV Market Highlights
Q2 EV Market Highlights
Here’s a look at some of the top news highlights from this past quarter. Global EV Sales Surge by 61%: In Q2 2022, global passenger EV sales reached 2.18 million units, marking a 61% year-over-year increase. Battery electric vehicles (BEVs)...
Nickel
A New US Metals Map
A New US Metals Map
The U.S. Department of the Interior is channeling more than $74 million into efforts to map areas that may hold critical mineral resources, aiming to reduce the country’s dependence on foreign suppliers and strengthen domestic supply chains. It’s the latest...
Nickel
One Charge, One Thousand KM
One Charge, One Thousand KM
It’s been a long time coming but China’s battery giant CATL has revealed its latest breakthrough: an EV battery that can power a car for over 1,000 kilometers (about 620 miles) on a single charge. They’re calling it the next-generation...
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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