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By The Oregon Group

Gallium and Germanium
US and Australia sign $8.5 billion rare earths deal
US and Australia agreed to provide at least US $1 billion each within six months for raw-and‐processed critical-minerals projects the joint framework explicitly targets mining, separation and processing of critical minerals and rare earths, not just raw extraction includes new...
Investment News
US weighs price floors for critical minerals to counter China
US weighs price floors for critical minerals to counter China
The United States is weighing price floors and "forward-buying" for critical minerals such as rare earths and graphite to counter China’s use of below-cost exports to control global supply chains, according to statements from President Trump adviser Scott Bessent. The...
Gold and Silver
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
Finite reserves: identified gold reserves total approx 59,000 tonnes worldwide —only about 20 years’ worth of mining at current production rates Dwindling supply pipeline: large gold miners’ reserves shrank approx 26% from 2012-2017. No major new gold deposit was discovered...
Antimony
US to build $1 billion critical mineral stockpile as supply risk deepens
US to build $1 billion critical mineral stockpile as supply risk deepens
US Department of Defense plans to purchase $1 billion in critical minerals to secure supply for defense and energy systems move reflects rising concern over US reliance on foreign refining, where China controls 60–95% of global processing strategy marks a...
Gold and Silver
How Central Bank gold demand is reshaping the global bullion market
How Central Bank gold demand is reshaping the global bullion market
Historic sovereign gold rush: Central banks bought a record 1,136 tonnes of gold in 2022 – the most in any year since 1967 – and have exceeded 1,000 tonnes annually for three years straight Diversification: 95% of central bankers expect...
Investment News
China tightens rare earth export controls
China tightens rare earth export controls
China expands export controls over rare earth processing technologies and related materials Beijing’s move ahead of meeting between Xi and Trump expected this month G7 nations are discussing “price floors” to disincentivize Chinese dumping China has expanded its export controls...
Investment Insights
Palladium market confronts deficits amid North America’s push for supply security
Palladium market confronts deficits amid North America’s push for supply security
persistent deficits: global palladium supply has been in deficit since 2012, with shortfalls reaching 0.9 Moz in 2023 and 0.5 Moz in 2024 (these combined deficits (~1.4 Moz) equal about 15% of annual demand) robust demand: automotive uses account for...
Investment News
US Government takes 5% stake in Lithium Americas’ Nevada project
US Government takes 5% stake in Lithium Americas’ Nevada project
US government to take 5% equity stake in Lithium Americas’ joint venture with General Motors move tied to $2.26 billion DOE loan and support for the Thacker Pass project in Nevada, one of the largest lithium deposits in the US...
Copper
Three major global copper projects halt amid unrest, accidents, disruption
Three major global copper projects halt amid unrest, accidents, disruption
Hudbay has temporarily shut down its Peru Constancia mill amid protests and blockades Freeport-McMoRan has declared force majeure at its Grasberg mine in Indonesia after a mudflow incident Codelco’s El Teniente mine remains suspended following an underground tunnel collapse earlier...
Copper
Freeport declares Force Majeure at Grasberg after deadly mud rush
Freeport declares Force Majeure at Grasberg after deadly mud rush
800,000 metric tons of wet material surged into Freeport’s Grasberg Block Cave in Papua, Indonesia. The mud rush overwhelmed mine workings, reaching a service level where crews were working. Two employees were killed, five remain missing, and operations across the...
Energy
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco has announced a significant cut to its 2025 uranium production forecast at the McArthur River/Key Lake operation —  to 14–15 Mlb U₃O₈ from 18 Mlb — reducing output by approx 22% compared to prior guidance.  Tight supply in the...
Cobalt
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Key Takeaways global defense spending jumped 9.4% in 2024, pushing potential demand for vanadium, manganese, titanium, and copper up to 250% higher by 2035 energy transition and AI data centers could raise demand for 16 critical minerals by 400% or...
Gold and Silver
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Gold prices have been testing $3,500 throughout 2025 and institutional analysts forecast $3,700 this year (Goldman Sachs) and $4,000 by 2026 (JP Morgan) — but the real upside opportunity lies with miners, underperforming gold price by historic levels. In Australia,...
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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

Gallium and Germanium
US and Australia sign $8.5 billion rare earths deal
US and Australia sign $8.5 billion rare earths deal
US and Australia agreed to provide at least US $1 billion each within six months for raw-and‐processed critical-minerals projects the joint framework explicitly targets mining, separation and processing of critical minerals and rare earths, not just raw extraction includes new...
Investment News
US weighs price floors for critical minerals to counter China
US weighs price floors for critical minerals to counter China
The United States is weighing price floors and "forward-buying" for critical minerals such as rare earths and graphite to counter China’s use of below-cost exports to control global supply chains, according to statements from President Trump adviser Scott Bessent. The...
Gold and Silver
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
“Peak Gold”: Is the world running out of gold? Why explorers are critical as 2050 looms
Finite reserves: identified gold reserves total approx 59,000 tonnes worldwide —only about 20 years’ worth of mining at current production rates Dwindling supply pipeline: large gold miners’ reserves shrank approx 26% from 2012-2017. No major new gold deposit was discovered...
Antimony
US to build $1 billion critical mineral stockpile as supply risk deepens
US to build $1 billion critical mineral stockpile as supply risk deepens
US Department of Defense plans to purchase $1 billion in critical minerals to secure supply for defense and energy systems move reflects rising concern over US reliance on foreign refining, where China controls 60–95% of global processing strategy marks a...
Gold and Silver
How Central Bank gold demand is reshaping the global bullion market
How Central Bank gold demand is reshaping the global bullion market
Historic sovereign gold rush: Central banks bought a record 1,136 tonnes of gold in 2022 – the most in any year since 1967 – and have exceeded 1,000 tonnes annually for three years straight Diversification: 95% of central bankers expect...
Investment News
China tightens rare earth export controls
China tightens rare earth export controls
China expands export controls over rare earth processing technologies and related materials Beijing’s move ahead of meeting between Xi and Trump expected this month G7 nations are discussing “price floors” to disincentivize Chinese dumping China has expanded its export controls...
Investment Insights
Palladium market confronts deficits amid North America’s push for supply security
Palladium market confronts deficits amid North America’s push for supply security
persistent deficits: global palladium supply has been in deficit since 2012, with shortfalls reaching 0.9 Moz in 2023 and 0.5 Moz in 2024 (these combined deficits (~1.4 Moz) equal about 15% of annual demand) robust demand: automotive uses account for...
Investment News
US Government takes 5% stake in Lithium Americas’ Nevada project
US Government takes 5% stake in Lithium Americas’ Nevada project
US government to take 5% equity stake in Lithium Americas’ joint venture with General Motors move tied to $2.26 billion DOE loan and support for the Thacker Pass project in Nevada, one of the largest lithium deposits in the US...
Copper
Three major global copper projects halt amid unrest, accidents, disruption
Three major global copper projects halt amid unrest, accidents, disruption
Hudbay has temporarily shut down its Peru Constancia mill amid protests and blockades Freeport-McMoRan has declared force majeure at its Grasberg mine in Indonesia after a mudflow incident Codelco’s El Teniente mine remains suspended following an underground tunnel collapse earlier...
Copper
Freeport declares Force Majeure at Grasberg after deadly mud rush
Freeport declares Force Majeure at Grasberg after deadly mud rush
800,000 metric tons of wet material surged into Freeport’s Grasberg Block Cave in Papua, Indonesia. The mud rush overwhelmed mine workings, reaching a service level where crews were working. Two employees were killed, five remain missing, and operations across the...
Energy
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco’s tightening production puts spotlight on the rest of Athabasca Basin
Cameco has announced a significant cut to its 2025 uranium production forecast at the McArthur River/Key Lake operation —  to 14–15 Mlb U₃O₈ from 18 Mlb — reducing output by approx 22% compared to prior guidance.  Tight supply in the...
Cobalt
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Key Takeaways global defense spending jumped 9.4% in 2024, pushing potential demand for vanadium, manganese, titanium, and copper up to 250% higher by 2035 energy transition and AI data centers could raise demand for 16 critical minerals by 400% or...
Gold and Silver
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Golden Cross Resources: poised for Australia’s next high-grade gold discovery
Gold prices have been testing $3,500 throughout 2025 and institutional analysts forecast $3,700 this year (Goldman Sachs) and $4,000 by 2026 (JP Morgan) — but the real upside opportunity lies with miners, underperforming gold price by historic levels. In Australia,...
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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Mar 03, 2026
Data centres are looking upstream for Canada’s uranium
Mar 02, 2026
Innovation alone won’t fix the energy transition
Feb 26, 2026
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 

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