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Investment Insights. Stay Ahead.

By The Oregon Group

Nickel
Green Minerals Alliance is a Longshot
As reported by Reuters, at the COP15 biodiversity summit in Montreal, a group of Western countries came together to launch The Sustainable Critical Minerals Alliance. It brings together Canada, the U.S., the UK, Germany, France, Australia, and Japan. The goal...
Investment News
World Bank, IETA, Singapore Govt launch centralized database to help scale global Carbon Credit market
The Climate Action Data Trust is a major new tracking system launched that will allow carbon credit registries to connect in a central database, easing integration and supporting transparency to protect against double counting and enhance trust in the market....
Investment News
Manufacturing falls in Europe as energy prices rise for the long term — which is good for the USA
Energy demand is falling across Europe as natural gas prices rise ahead of winter... ... but this is bad news for Europe's manufacturing sector, as energy intensive industries on the continent (such as aluminum production) shutdown due to spiraling costs...
Hydrogen
BP bets big on Hydrogen Power
BP, the fourth-largest investor-owned oil company in the world, has announced it intends to capture a 10% share of hydrogen in core markets by 2030. Core markets include the US, UK, Europe and Australia. “BP analysis shows that hydrogen could...
Investment News
Strong consumer spending on new fuel-efficient and electric cars expected to boost energy efficiency-related investment by 16% in 2022, to just over US$560 billion
The new Energy Efficiency 2022 report from IEA is out. One of the stand outs for green metals and commodities investors is the growing market for electric vehicles/batterie, with spending set to increase 50% to almost US$840 billion per year...
Investment News
Apple pushing new Semiconductor plant in Arizona to build 4-nanometer chips as deglobalization gathers pace
Bloomberg is reporting that Taiwan Semiconductor Manufacturing Company is to build advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024. Production is also set to increase from the original 20,000 wafers per month. This a significant...
Nickel
An OPEC for Nickel
An OPEC for Nickel
I guess if you can’t buy them, convince them to join your cartel? Following not long after Canada told foreign nations to keep their hands off its critical minerals, Indonesia has sidled up and suggested that Canada help form a...
Nickel
Another Major with a Major Nickel Forecast
Another Major with a Major Nickel Forecast
As reported by Bloomberg, Jess Farrell, who heads up BHP’s Nickel West, forecast that by 2050, demand for nickel could shoot up to four times what it’s been over the last 30 years. This is based on the company’s belief...
Investment News
US LNG exports to almost triple over next 10 years
Driven by surge in demand in Europe and Asia, boosted by the Inflation Reduction Act, production in the North American natural gas market will increase to 29 billion cubic feet per day (bcfd) from 2022-2033, according to new report by...
Investment News
Demand for fossil fuels forecast to drop for first time — IEA
The IEA has, for the first time, forecast that global demand for fossil fuels could peak or plateau. “Total demand for fossil fuels declines steadily from the mid-2020s by around 2 exajoules per year on average to 2050, an annual...
Investment News
Control Risks flags biggest business risks for 2023
The biggest risk for business in 2023 is the geo-political volatility in the US-China relationship. US-China conflict remains very unlikely in 2023, but competition and confrontation are moving from the trade and technology realms into the military domain. Neither side...
Investment News
Apple shifting supply of semiconductors to US
Bloomberg News reporting Apple to buy some of its semiconductor chips from a factory under construction in Arizona. This is part of an industry trend highlighted in our recent analysis for investors: semiconductors are going global. Apple currently sources all...
Nickel
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia has announced its intention to appeal the World Trade Organization's (WTO) ruling, which favored the European Union (EU) in a dispute over the ban on nickel ore exports. President Joko Widodo, speaking at an investment event, expressed determination to...
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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
Green Minerals Alliance is a Longshot
Green Minerals Alliance is a Longshot
As reported by Reuters, at the COP15 biodiversity summit in Montreal, a group of Western countries came together to launch The Sustainable Critical Minerals Alliance. It brings together Canada, the U.S., the UK, Germany, France, Australia, and Japan. The goal...
Investment News
World Bank, IETA, Singapore Govt launch centralized database to help scale global Carbon Credit market
The Climate Action Data Trust is a major new tracking system launched that will allow carbon credit registries to connect in a central database, easing integration and supporting transparency to protect against double counting and enhance trust in the market....
Investment News
Manufacturing falls in Europe as energy prices rise for the long term — which is good for the USA
Energy demand is falling across Europe as natural gas prices rise ahead of winter... ... but this is bad news for Europe's manufacturing sector, as energy intensive industries on the continent (such as aluminum production) shutdown due to spiraling costs...
Hydrogen
BP bets big on Hydrogen Power
BP, the fourth-largest investor-owned oil company in the world, has announced it intends to capture a 10% share of hydrogen in core markets by 2030. Core markets include the US, UK, Europe and Australia. “BP analysis shows that hydrogen could...
Investment News
Strong consumer spending on new fuel-efficient and electric cars expected to boost energy efficiency-related investment by 16% in 2022, to just over US$560 billion
The new Energy Efficiency 2022 report from IEA is out. One of the stand outs for green metals and commodities investors is the growing market for electric vehicles/batterie, with spending set to increase 50% to almost US$840 billion per year...
Investment News
Apple pushing new Semiconductor plant in Arizona to build 4-nanometer chips as deglobalization gathers pace
Bloomberg is reporting that Taiwan Semiconductor Manufacturing Company is to build advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024. Production is also set to increase from the original 20,000 wafers per month. This a significant...
Nickel
An OPEC for Nickel
An OPEC for Nickel
I guess if you can’t buy them, convince them to join your cartel? Following not long after Canada told foreign nations to keep their hands off its critical minerals, Indonesia has sidled up and suggested that Canada help form a...
Nickel
Another Major with a Major Nickel Forecast
Another Major with a Major Nickel Forecast
As reported by Bloomberg, Jess Farrell, who heads up BHP’s Nickel West, forecast that by 2050, demand for nickel could shoot up to four times what it’s been over the last 30 years. This is based on the company’s belief...
Investment News
US LNG exports to almost triple over next 10 years
Driven by surge in demand in Europe and Asia, boosted by the Inflation Reduction Act, production in the North American natural gas market will increase to 29 billion cubic feet per day (bcfd) from 2022-2033, according to new report by...
Investment News
Demand for fossil fuels forecast to drop for first time — IEA
The IEA has, for the first time, forecast that global demand for fossil fuels could peak or plateau. “Total demand for fossil fuels declines steadily from the mid-2020s by around 2 exajoules per year on average to 2050, an annual...
Investment News
Control Risks flags biggest business risks for 2023
The biggest risk for business in 2023 is the geo-political volatility in the US-China relationship. US-China conflict remains very unlikely in 2023, but competition and confrontation are moving from the trade and technology realms into the military domain. Neither side...
Investment News
Apple shifting supply of semiconductors to US
Bloomberg News reporting Apple to buy some of its semiconductor chips from a factory under construction in Arizona. This is part of an industry trend highlighted in our recent analysis for investors: semiconductors are going global. Apple currently sources all...
Nickel
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia to Appeal European Union’s Nickel Export Victory
Indonesia has announced its intention to appeal the World Trade Organization's (WTO) ruling, which favored the European Union (EU) in a dispute over the ban on nickel ore exports. President Joko Widodo, speaking at an investment event, expressed determination 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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