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By The Oregon Group

Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls. 🎙️ Transcript...
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
Investment Insights
Namibia: Africa’s new oil frontier 
Namibia: Africa’s new oil frontier 
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Investment News
Uranium demand could rise 140% by 2050, according to nuclear agencies
Uranium demand could rise 140% by 2050, according to nuclear agencies
World annual reactor-related uranium requirements are projected to rise to between around 90,000 tU/y and 142,000 tU/y by 2050, from 59,000 tU in 2023 — an increase of 53% and 140% respectively. According to the latest "Red Book" report by the...
Investment News
China announces rare earth export restrictions
China announces rare earth export restrictions
China has announced export restrictions on seven rare earth minerals, effective immediately, in response to the recent tariffs by US President Trump. The restrictions include: Samarium Gadolinium Terbium Dysprosium Lutetium Scandium Yttrium The restrictions will impact all countries, not just...
Gold and Silver
Canada’s Gold Rush 2.0
Canada’s Gold Rush 2.0
The price of gold hit a record US$3,000 per ounce in early 2025, a rise of 15% from January to March alone. And — after what may seem a shockingly long time — gold miners are finally starting to benefit, including:...
Investment News
China’s mining investments under Belt and Road Initiative hit record high in 2024
China’s mining investments under Belt and Road Initiative hit record high in 2024
Investment by China in metals and mining, through its Belt and Road Initiative (BRI), hit new records of US$21.4 billion in 2024, an increase of 10% compared to 2023. According to a new report by Griffith Asia Institute, the mining...
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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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Stay Ahead

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By The Oregon Group

Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls. 🎙️ Transcript...
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
Investment Insights
Namibia: Africa’s new oil frontier 
Namibia: Africa’s new oil frontier 
Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...
Investment News
Uranium demand could rise 140% by 2050, according to nuclear agencies
Uranium demand could rise 140% by 2050, according to nuclear agencies
World annual reactor-related uranium requirements are projected to rise to between around 90,000 tU/y and 142,000 tU/y by 2050, from 59,000 tU in 2023 — an increase of 53% and 140% respectively. According to the latest "Red Book" report by the...
Investment News
China announces rare earth export restrictions
China announces rare earth export restrictions
China has announced export restrictions on seven rare earth minerals, effective immediately, in response to the recent tariffs by US President Trump. The restrictions include: Samarium Gadolinium Terbium Dysprosium Lutetium Scandium Yttrium The restrictions will impact all countries, not just...
Gold and Silver
Canada’s Gold Rush 2.0
Canada’s Gold Rush 2.0
The price of gold hit a record US$3,000 per ounce in early 2025, a rise of 15% from January to March alone. And — after what may seem a shockingly long time — gold miners are finally starting to benefit, including:...
Investment News
China’s mining investments under Belt and Road Initiative hit record high in 2024
China’s mining investments under Belt and Road Initiative hit record high in 2024
Investment by China in metals and mining, through its Belt and Road Initiative (BRI), hit new records of US$21.4 billion in 2024, an increase of 10% compared to 2023. According to a new report by Griffith Asia Institute, the mining...
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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Jul 03, 2025
53 million tons of battery metals needed by 2040 to meet EV boom
Jul 03, 2025
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Jul 02, 2025
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China

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