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Investment Insights. Stay Ahead.

By The Oregon Group

Copper
Revenues from copper and battery metals in Sub-Saharan Africa could double by 2030
Forecasts suggest revenues for copper, cobalt, manganese, nickel, graphite and lithium could more than double by the end of the decade. Africa accounts for over 40% of global reserves of cobalt, manganese and platinum – key minerals for batteries and...
Investment News
Tesla deliveries grow 40% YoY to 1.31m in 2023
Despite significant “Covid and supply chain related challenges”, in 2022, Tesla’s electric vehicle deliveries grew 40% to 1.31 million, from 936,172 in 2021. Production also increased 47% to 1.37 million in 2022. Rising sales of electric vehicles across the world...
Investment News
Diesel prices in US could peak at US$4.71 in 2023
The price of diesel in the US could rise as high as US$4.71 in 2023, a rise of 40% from an average price of US$3.29 in 2021 before the global diesel crisis, according to GasBuddy. “2023 is not going to...
Investment News
Ukraine grain exports fall 30% to 22 million tonnes in 2022/23, from 31 million tonnes to 2021/22
One of the big drivers of rising food prices has been the drop of grain exports from Ukraine since Russia’s invasion when world food commodity prices hit their highest levels ever.  Both Russia and Ukraine account for nearly a third of...
Investment News
US Senate passes bill to establish Nuclear Fuel Security Program and submit report on a civil nuclear credit program
The new bill, number S.3482, aims to prioritize activities to: increase domestic production of low-enriched uranium and accelerate efforts to establish a domestic high-assay, low-enriched uranium enrichment capability The bill comes as Poland has announced it has partnered with the...
Investment News
China to end quarantine restrictions for citizens and foreign travellers
China’s National Health Commission has announced, anyone travelling into the country from January 8 will not have to undergo quarantine, a measure in place since 2022. It’s a significant move in opening up the economy as the government continues to...
Copper
Giant copper mine ordered to shut down in Panama
Work at First Quantum Minerals’ Cobre Panamá copper mine has halted after terms for a new contract between the government and company could not be agreed. Cobre Panamá, at full capacity, can produce 300,000 tonnes of copper and is estimated...
Investment News
Toughest US trucking conditions since pandemic on high diesel and financing costs
There has been a “major deterioration” in trucking conditions in October, according to FTR Transportation Intelligence. The FTR’s Trucking Conditions Index (TCI) fell to a -11.16 reading from the -2.35 reported in September — the weakest since it’s record low reading...
Investment News
US Shale oil productivity set lower for 2023
Productivity in America's shale oil industry is set to continue its trend lower next year. This includes the Permian, the largest oil producing basin in the US. The forecast from the EIA comes as Scott Sheffield, chief executive of Texas-based...
Investment News
Diesel imports into Europe surge ahead of Russia sanctions deadline
The EU and UK have imported more than 16 million barrels of diesel from December 1-10. If this rate of imports continues it would be the second-highest for 10 years. The surge comes ahead of a deadline on February 5...
Investment News
US announces $55 billion for Africa, including $15 billion for trade and investment deals
President Joe Biden said the US is "all in" on Africa's future at the first US-Africa summit hosted by Washington in eight years. It comes as the US and China are vying for influence on the continent, especially for critical...
Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
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By The Oregon Group

Copper
Revenues from copper and battery metals in Sub-Saharan Africa could double by 2030
Forecasts suggest revenues for copper, cobalt, manganese, nickel, graphite and lithium could more than double by the end of the decade. Africa accounts for over 40% of global reserves of cobalt, manganese and platinum – key minerals for batteries and...
Investment News
Tesla deliveries grow 40% YoY to 1.31m in 2023
Despite significant “Covid and supply chain related challenges”, in 2022, Tesla’s electric vehicle deliveries grew 40% to 1.31 million, from 936,172 in 2021. Production also increased 47% to 1.37 million in 2022. Rising sales of electric vehicles across the world...
Investment News
Diesel prices in US could peak at US$4.71 in 2023
The price of diesel in the US could rise as high as US$4.71 in 2023, a rise of 40% from an average price of US$3.29 in 2021 before the global diesel crisis, according to GasBuddy. “2023 is not going to...
Investment News
Ukraine grain exports fall 30% to 22 million tonnes in 2022/23, from 31 million tonnes to 2021/22
One of the big drivers of rising food prices has been the drop of grain exports from Ukraine since Russia’s invasion when world food commodity prices hit their highest levels ever.  Both Russia and Ukraine account for nearly a third of...
Investment News
US Senate passes bill to establish Nuclear Fuel Security Program and submit report on a civil nuclear credit program
The new bill, number S.3482, aims to prioritize activities to: increase domestic production of low-enriched uranium and accelerate efforts to establish a domestic high-assay, low-enriched uranium enrichment capability The bill comes as Poland has announced it has partnered with the...
Investment News
China to end quarantine restrictions for citizens and foreign travellers
China’s National Health Commission has announced, anyone travelling into the country from January 8 will not have to undergo quarantine, a measure in place since 2022. It’s a significant move in opening up the economy as the government continues to...
Copper
Giant copper mine ordered to shut down in Panama
Work at First Quantum Minerals’ Cobre Panamá copper mine has halted after terms for a new contract between the government and company could not be agreed. Cobre Panamá, at full capacity, can produce 300,000 tonnes of copper and is estimated...
Investment News
Toughest US trucking conditions since pandemic on high diesel and financing costs
There has been a “major deterioration” in trucking conditions in October, according to FTR Transportation Intelligence. The FTR’s Trucking Conditions Index (TCI) fell to a -11.16 reading from the -2.35 reported in September — the weakest since it’s record low reading...
Investment News
US Shale oil productivity set lower for 2023
Productivity in America's shale oil industry is set to continue its trend lower next year. This includes the Permian, the largest oil producing basin in the US. The forecast from the EIA comes as Scott Sheffield, chief executive of Texas-based...
Investment News
Diesel imports into Europe surge ahead of Russia sanctions deadline
The EU and UK have imported more than 16 million barrels of diesel from December 1-10. If this rate of imports continues it would be the second-highest for 10 years. The surge comes ahead of a deadline on February 5...
Investment News
US announces $55 billion for Africa, including $15 billion for trade and investment deals
President Joe Biden said the US is "all in" on Africa's future at the first US-Africa summit hosted by Washington in eight years. It comes as the US and China are vying for influence on the continent, especially for critical...
Investment News
Total global biofuel demand set to expand by 22% over the next 5 years
The United States, China, Europe and India are forecast to account for 80% of biofuel consumption growth in the accelerated case, according to a new report — Renewables 2022, focusing on analysis and forecast to 2027 — by the International...
Copper
Glencore warns of “huge deficit” in copper production as Anglo American lowers copper outlook due to lower grades
Glencore chief executive, Gary Nagle, has warned supply will struggle to meet demand for copper, with a deficit as high as 50 million tonnes between 2022-2030. Supply currently stands at approximately 25 million tonnes a year. “There’s a huge deficit...
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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Apr 02, 2026
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