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Investment Insights. Stay Ahead.

By The Oregon Group

Boom, Bust and BS
Boom, Bust and BS are headed to PDAC
https://youtu.be/tG4xv-gec1w Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC. Will it be a boom or bust, and how to see through the BS.
Copper
Trump signs Executive Order threatening tariffs on copper imports
Trump signs Executive Order threatening tariffs on copper imports
US President Trump has signed a new executive order for an investigation by the Department of Commerce into possible tariffs on US copper imports. “Our great American copper industry has been decimated by global actors attacking our domestic production. To...
Investment Insights
F3 Uranium: unlocking new discoveries in the Athabasca Basin
F3 Uranium: unlocking new discoveries in the Athabasca Basin
With uranium demand soaring amid a global nuclear energy resurgence, the Athabasca Basin is taking center stage as the cornerstone of Western uranium supply. Canada’s high-grade deposits — up to 100 times richer than global averages — are now critical...
Cobalt
Congo, world’s largest cobalt producer, suspends exports
Congo, world’s largest cobalt producer, suspends exports
The Democratic Republic of Congo (DRC) has announced an immediate halt of cobalt exports for four months, due to an oversupply of the market which has driven prices down. According to a Bloomberg report, the measures came into force on...
In the Press
The Greening And Graying Of The Mining Industry: HR Strategies For Hiring Workers
The Greening And Graying Of The Mining Industry: HR Strategies For Hiring Workers
The mining industry faces unique challenges when it comes to hiring and retaining a skilled workforce. For more than a decade, the skilled labor force that the mining industry requires has been in decline. Mining engineering programs have been closing in...
Investment News
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
PT Gunbuster Nickel Industry, a US$3 billion China-backed nickel smelter in Indonesia, has reportedly cut production and is at risk of shutting down. The facility, one of the largest smelters in Indonesia, has capacity to produce 1.8 million tons of...
In the Press
A Few Minutes With Peter Grandich And Guest, Anthony Milewski
A Few Minutes With Peter Grandich And Guest, Anthony Milewski
https://youtu.be/FkFpAigaZOs?si=LHJxC3QCdWQgUh-5 PG speaks with Anthony Milewsi about his bullishness for metals and why fundamentals are so supportive for the metals and mining industry.
Investment Insights
Nickel is down, but far from out — why the nickel market is stronger than you think
Nickel is down, but far from out — why the nickel market is stronger than you think
Q&A with Canada Nickel CEO, Mark Selby. Nickel demand is surging, driven by its critical role in electric vehicle (EV) batteries, stainless steel, and defense applications. Yet, the global supply chain is increasingly concentrated in Indonesia and controlled by Chinese...
Geopolitics
US Treasury Secretary in Ukraine to discuss critical minerals deal
US Treasury Secretary in Ukraine to discuss critical minerals deal
Scott Bessent, the US Treasury Secretary, is the first cabinet-level official to visit Ukraine to hold talks with President Volodymyr Zelensky to discuss a potential ceasefire — and a potential critical minerals deal. President Trump has stated he wants an end...
In the Press
Perfect Timing? Experts Urge Investors to Get Serious on Critical Minerals and Silver
Perfect Timing? Experts Urge Investors to Get Serious on Critical Minerals and Silver
Critical minerals and silver experts emphasized the need to enter these markets ahead of the major moves that could lie ahead. The need to ramp up US production of critical metals was a focal point during Oregon Group founder Anthony...
Investment Insights
A chance encounter in Wyoming unearths a uranium treasure
A chance encounter in Wyoming unearths a uranium treasure
Pete Smith, who had just optioned a relatively unknown uranium project at Wyoming's Copper Mountain, was driving through rural cowboy country, when he met a rancher on the side of the road. They shook hands and Pete updated the rancher...
Gold and Silver
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Demand in the global silver market is soaring due to the both the Artificial Intelligence and Green Energy revolutions. As silver supply struggles to keep pace, companies like New Pacific Metals (TSX:NUAG, NYSE American:NEWP) are strategically positioned to benefit. In...
Geopolitics
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum, former North Dakota Governor, has been confirmed as Secretary of the Interior with a bipartisan Senate vote of 79 to 18 — and is reportedly set to lead Trump's National Energy Council and will have a seat on the...
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

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Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

By The Oregon Group

Boom, Bust and BS
Boom, Bust and BS are headed to PDAC
Boom, Bust and BS are headed to PDAC
https://youtu.be/tG4xv-gec1w Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC. Will it be a boom or bust, and how to see through the BS.
Copper
Trump signs Executive Order threatening tariffs on copper imports
Trump signs Executive Order threatening tariffs on copper imports
US President Trump has signed a new executive order for an investigation by the Department of Commerce into possible tariffs on US copper imports. “Our great American copper industry has been decimated by global actors attacking our domestic production. To...
Investment Insights
F3 Uranium: unlocking new discoveries in the Athabasca Basin
F3 Uranium: unlocking new discoveries in the Athabasca Basin
With uranium demand soaring amid a global nuclear energy resurgence, the Athabasca Basin is taking center stage as the cornerstone of Western uranium supply. Canada’s high-grade deposits — up to 100 times richer than global averages — are now critical...
Cobalt
Congo, world’s largest cobalt producer, suspends exports
Congo, world’s largest cobalt producer, suspends exports
The Democratic Republic of Congo (DRC) has announced an immediate halt of cobalt exports for four months, due to an oversupply of the market which has driven prices down. According to a Bloomberg report, the measures came into force on...
In the Press
The Greening And Graying Of The Mining Industry: HR Strategies For Hiring Workers
The Greening And Graying Of The Mining Industry: HR Strategies For Hiring Workers
The mining industry faces unique challenges when it comes to hiring and retaining a skilled workforce. For more than a decade, the skilled labor force that the mining industry requires has been in decline. Mining engineering programs have been closing in...
Investment News
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
PT Gunbuster Nickel Industry, a US$3 billion China-backed nickel smelter in Indonesia, has reportedly cut production and is at risk of shutting down. The facility, one of the largest smelters in Indonesia, has capacity to produce 1.8 million tons of...
In the Press
A Few Minutes With Peter Grandich And Guest, Anthony Milewski
A Few Minutes With Peter Grandich And Guest, Anthony Milewski
https://youtu.be/FkFpAigaZOs?si=LHJxC3QCdWQgUh-5 PG speaks with Anthony Milewsi about his bullishness for metals and why fundamentals are so supportive for the metals and mining industry.
Investment Insights
Nickel is down, but far from out — why the nickel market is stronger than you think
Nickel is down, but far from out — why the nickel market is stronger than you think
Q&A with Canada Nickel CEO, Mark Selby. Nickel demand is surging, driven by its critical role in electric vehicle (EV) batteries, stainless steel, and defense applications. Yet, the global supply chain is increasingly concentrated in Indonesia and controlled by Chinese...
Geopolitics
US Treasury Secretary in Ukraine to discuss critical minerals deal
US Treasury Secretary in Ukraine to discuss critical minerals deal
Scott Bessent, the US Treasury Secretary, is the first cabinet-level official to visit Ukraine to hold talks with President Volodymyr Zelensky to discuss a potential ceasefire — and a potential critical minerals deal. President Trump has stated he wants an end...
In the Press
Perfect Timing? Experts Urge Investors to Get Serious on Critical Minerals and Silver
Perfect Timing? Experts Urge Investors to Get Serious on Critical Minerals and Silver
Critical minerals and silver experts emphasized the need to enter these markets ahead of the major moves that could lie ahead. The need to ramp up US production of critical metals was a focal point during Oregon Group founder Anthony...
Investment Insights
A chance encounter in Wyoming unearths a uranium treasure
A chance encounter in Wyoming unearths a uranium treasure
Pete Smith, who had just optioned a relatively unknown uranium project at Wyoming's Copper Mountain, was driving through rural cowboy country, when he met a rancher on the side of the road. They shook hands and Pete updated the rancher...
Gold and Silver
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Demand in the global silver market is soaring due to the both the Artificial Intelligence and Green Energy revolutions. As silver supply struggles to keep pace, companies like New Pacific Metals (TSX:NUAG, NYSE American:NEWP) are strategically positioned to benefit. In...
Geopolitics
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum, former North Dakota Governor, has been confirmed as Secretary of the Interior with a bipartisan Senate vote of 79 to 18 — and is reportedly set to lead Trump's National Energy Council and will have a seat on the...
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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May 06, 2025
Re-Mining: unlocking legacy tailings for critical new energy metals (Guest post by Mitchell Smith)
May 05, 2025
Silver slingshot, will silver be David to gold’s Goliath? (Guest post by Simon Catt)
May 01, 2025
78% of US military weapon systems vulnerable to China’s critical mineral dominance

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