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Investment Insights. Stay Ahead.

By The Oregon Group

Gold and Silver
Commodities supercycle forecast, Goldman Sachs
Goldman Sachs expects demand for green metals (aluminium, copper, nickel, lithium and cobalt) to accelerate, driven by China and the energy transition in the US and EU, as well as a slowing of aggressive rate hikes by the Fed. The...
Investment News
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
The EU has set new, ambitious targets for their critical minerals and net-zero industrial strategies. By 2030, the bloc's strategic raw material supply chain must now meet: at least 10% of the EU's annual consumption for extraction at least 40% of...
Nickel
Nickel OPEC Not Gaining Much Traction
Nickel OPEC Not Gaining Much Traction
Towards the end of last year I wrote about Indonesia’s ambitious plan to form an OPEC-style group for nickel producers. The idea was to coordinate supply and ultimately to boost prices. They approached Canada first of all. Canada, the world’s...
Nickel
The EU is Finally Waking Up to Nickel Requirements
The EU is Finally Waking Up to Nickel Requirements
The European Union has officially labeled copper and nickel as “strategic” raw materials in a first for the two metals as far as Europeans go. It’s a step that companies in the electric metals space have been pushing for some...
Investment News
Global metals & mining outlook upgraded to “stable” by Moody’s
Global metals & mining outlook upgraded to “stable” by Moody’s
Improving business conditions, despite persistent risk, means Moody's Investors Service has changed its global Metals & Mining outlook to stable from negative. Modest improvements in the US and Europe, as well as China´s reopening of the economy, supports demand for...
Investment News
Graphite demand under pressure in short-term, higher later 2023
Graphite demand under pressure in short-term, higher later 2023
New research by FasterMarkets forecasts an increase in synthetic graphite production capacity and cuts in China's electric vehicle (EV) subsidy has lowered demand and prices for graphite. (Graphite makes up the majority of the anode in EV lithium-ion batteries) However,...
Investment News
US and EU launch talks on critical minerals strategy
US and EU launch talks on critical minerals strategy
The supply of critical minerals for the energy transition, particularly electric vehicles, is the focus of new talks announced between the US and EU. "We intend to immediately begin negotiations on a targeted critical minerals agreement for the purpose of...
Investment News
Another aluminium plant to shut down in Europe
Another aluminium plant to shut down in Europe
Speira is to shut down smelting operations at its Rheinwerk facility in Germany this year and instead invest €30 million to transform it into a recycling plant. Despite falling natural gas and energy prices, they are still too high for...
Hydrogen
New $2 billion Green Hydrogen hub planned in Spain by BP
New $2 billion Green Hydrogen hub planned in Spain by BP
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s Valencia region. The 2GW plant will be used to power the local Castellon refinery, as well as other industries in...
Investment News
China manufacturing PMI highest since April 2012
China manufacturing PMI highest since April 2012
Manufacturing activity in China has expanded at the fastest rate for more than 10 years, rising to 52.6 from 50.1 in January, according to China’s National Bureau of Statistics. Analyst expectations were forecast for 50.5. Construction activity, part of the...
Investment News
Pro-nuclear alliance forms in EU
At least 12 countries will meet in Stockholm this week to discuss a “nuclear alliance” that will advocate for nuclear power as a low-carbon energy source in EU energy policies. The meeting will take place on the sidelines of a...
Investment News
Companies with focus on energy transition top Toronto Stock Exchange
Companies with focus on energy transition top Toronto Stock Exchange
Energy companies, miners, and technology companies that are focused on the energy transition have dominated the TSX Venture 50 list for 2022. “As the world’s really thinking about and grappling with energy transition, critical minerals — things like copper, lithium...
Investment News
World’s biggest mining company calls for overhaul of how LME manages nickel market
World’s biggest mining company calls for overhaul of how LME manages nickel market
BHP Group has called for reform of the London Metal Exchange's (LME) nickel contract, saying it no longer represents the physical market. "The LME’s metal delivery rules is long overdue. The LME short squeeze episode highlighted vulnerabilities that had been...
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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
Commodities supercycle forecast, Goldman Sachs
Commodities supercycle forecast, Goldman Sachs
Goldman Sachs expects demand for green metals (aluminium, copper, nickel, lithium and cobalt) to accelerate, driven by China and the energy transition in the US and EU, as well as a slowing of aggressive rate hikes by the Fed. The...
Investment News
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
The EU has set new, ambitious targets for their critical minerals and net-zero industrial strategies. By 2030, the bloc's strategic raw material supply chain must now meet: at least 10% of the EU's annual consumption for extraction at least 40% of...
Nickel
Nickel OPEC Not Gaining Much Traction
Nickel OPEC Not Gaining Much Traction
Towards the end of last year I wrote about Indonesia’s ambitious plan to form an OPEC-style group for nickel producers. The idea was to coordinate supply and ultimately to boost prices. They approached Canada first of all. Canada, the world’s...
Nickel
The EU is Finally Waking Up to Nickel Requirements
The EU is Finally Waking Up to Nickel Requirements
The European Union has officially labeled copper and nickel as “strategic” raw materials in a first for the two metals as far as Europeans go. It’s a step that companies in the electric metals space have been pushing for some...
Investment News
Global metals & mining outlook upgraded to “stable” by Moody’s
Global metals & mining outlook upgraded to “stable” by Moody’s
Improving business conditions, despite persistent risk, means Moody's Investors Service has changed its global Metals & Mining outlook to stable from negative. Modest improvements in the US and Europe, as well as China´s reopening of the economy, supports demand for...
Investment News
Graphite demand under pressure in short-term, higher later 2023
Graphite demand under pressure in short-term, higher later 2023
New research by FasterMarkets forecasts an increase in synthetic graphite production capacity and cuts in China's electric vehicle (EV) subsidy has lowered demand and prices for graphite. (Graphite makes up the majority of the anode in EV lithium-ion batteries) However,...
Investment News
US and EU launch talks on critical minerals strategy
US and EU launch talks on critical minerals strategy
The supply of critical minerals for the energy transition, particularly electric vehicles, is the focus of new talks announced between the US and EU. "We intend to immediately begin negotiations on a targeted critical minerals agreement for the purpose of...
Investment News
Another aluminium plant to shut down in Europe
Another aluminium plant to shut down in Europe
Speira is to shut down smelting operations at its Rheinwerk facility in Germany this year and instead invest €30 million to transform it into a recycling plant. Despite falling natural gas and energy prices, they are still too high for...
Hydrogen
New $2 billion Green Hydrogen hub planned in Spain by BP
New $2 billion Green Hydrogen hub planned in Spain by BP
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s Valencia region. The 2GW plant will be used to power the local Castellon refinery, as well as other industries in...
Investment News
China manufacturing PMI highest since April 2012
China manufacturing PMI highest since April 2012
Manufacturing activity in China has expanded at the fastest rate for more than 10 years, rising to 52.6 from 50.1 in January, according to China’s National Bureau of Statistics. Analyst expectations were forecast for 50.5. Construction activity, part of the...
Investment News
Pro-nuclear alliance forms in EU
At least 12 countries will meet in Stockholm this week to discuss a “nuclear alliance” that will advocate for nuclear power as a low-carbon energy source in EU energy policies. The meeting will take place on the sidelines of a...
Investment News
Companies with focus on energy transition top Toronto Stock Exchange
Companies with focus on energy transition top Toronto Stock Exchange
Energy companies, miners, and technology companies that are focused on the energy transition have dominated the TSX Venture 50 list for 2022. “As the world’s really thinking about and grappling with energy transition, critical minerals — things like copper, lithium...
Investment News
World’s biggest mining company calls for overhaul of how LME manages nickel market
World’s biggest mining company calls for overhaul of how LME manages nickel market
BHP Group has called for reform of the London Metal Exchange's (LME) nickel contract, saying it no longer represents the physical market. "The LME’s metal delivery rules is long overdue. The LME short squeeze episode highlighted vulnerabilities that had been...
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"]
Jul 13, 2026
Copper output at Chile’s top producers falls 18% in May
Jul 10, 2026
Australia – India agree uranium export deal
Jul 08, 2026
US diesel stocks fall 5 million barrels, exposing mining industry

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