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By The Oregon Group

Canada's new budget proposes: launch of Critical Minerals Infrastructure Fund, allocating $1.5 billion for energy and transportation projects to unlock priority mineral deposits a refundable tax credit equal to 30% of the cost of investments in new machinery and equipment...

Latest News

Nickel Production Up and Prices Down

March 23, 2023

According to the International Nickel Study Group, global nickel production is up 22% in January compared to the same time last year. That’s despite a slight month-over-month dip from December. Indonesia, the world’s number one production, has seen output surge...

Investment News

New initiative for 200GW of nuclear energy in US by 2050, US Dept of Energy

March 23, 2023

The US Department of Energy launched its Pathways to Commercial Liftoff to accelerate the commercialization and deployment of key clean energy technologies — with a particular focus on nuclear — through engagement between the public and private sectors. The proposed build...

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VWs Battery Ambitions

March 22, 2023

Volkswagen has announced plans to invest directly in mines, via its batter division, PowerCo, in order to lower the cost of battery cells and become a global battery supplier. Last year, automakers got a strong taste of just how volatile...

Gold and Silver - News and Insights

Commodities supercycle forecast, Goldman Sachs

March 22, 2023

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

March 17, 2023

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...

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Nickel OPEC Not Gaining Much Traction

March 16, 2023

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...

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The EU is Finally Waking Up to Nickel Requirements

March 16, 2023

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

March 16, 2023

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

March 15, 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

March 13, 2023

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

March 10, 2023

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 - News and Insights

New $2 billion Green Hydrogen hub planned in Spain by BP

March 3, 2023

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...