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Investment Insights. Stay Ahead.

By The Oregon Group

Investment Insights
Canada’s uranium exports go global
Canada's uranium story is scaling from a North American to a more global story as both production and exports surge: Canada’s uranium output rose from 7,351 tonnes in 2022 to 14,309 tonnes in 2024. That is a 94.7% increase in...
Cobalt
NOAA ruling opens door to new era of deep-sea mining
NOAA ruling opens door to new era of deep-sea mining
The deep-sea mining industry has moved one step closer to commercial reality after US regulators accepted The Metals Company USA’s consolidated application as compliant, a decision that could help set the permitting template for other companies looking to extract critical...
Cobalt
US pushes allies to pay critical minerals premium
US pushes allies to pay critical minerals premium
US Trade Representative Jamieson Greer has urged allies to pay a “national security premium” for critical minerals sourced outside China US and EU are now assessing reference prices, border-adjusted price floors, price gap subsidies and offtake agreements US was 100%...
Antimony
US invests $8.6 billion in critical minerals deals since January 2025
US invests $8.6 billion in critical minerals deals since January 2025
US government investment in equity stakes in private-sector critical minerals companies since January 2025 hit US$8.6 billion, in the biggest such push into strategic industries since the Second World War. The push is part of a wider US$20.9 billion across...
Copper
Why the Strait of Hormuz crisis could drive copper price higher
Why the Strait of Hormuz crisis could drive copper price higher
Or, how a recession could be bullish for copper this time. copper fell approx 10% the US and Israel launched strikes on Iran in late February, as markets priced in recession and inflation risk but higher oil prices, freight and...
Helium
Russia imposes helium export controls amid global shortage
Russia imposes helium export controls amid global shortage
Russia has imposed helium export controls through the end of 2027, requiring special approval for shipments outside the Eurasian Economic Union Qatar produced about 63 million cubic meters of helium in 2025, close to one-third of global supply helium spot...
Copper
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China is planning to halt sulphuric acid exports from May, tightening an already stressed market for one of mining’s most important industrial chemicals, according to Argus Media — increasing risks for copper, nickel and fertilizer supply chains. Since the start of...
Investment Insights
Oregen Energy and Namibia’s Orange Basin
Oregen Energy and Namibia’s Orange Basin
Sponsored Post: A junior-sized entry point as supermajors shift from discovery to development Namibia’s Orange Basin — one of world’s most significant recent oil finds, with estimated offshore reserves of 20 billion barrels — is no longer just a frontier exploration headline. ...
Investment Insights
Middle East crisis is repricing uranium from Canada’s Athabasca
Middle East crisis is repricing uranium from Canada’s Athabasca
The oil price move above US$100 has repriced the world’s energy market just as the Middle East crisis redraws the global energy map — magnifying both the cost and security advantage of uranium. with Brent crude moving above $100 during...
Gold and Silver
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Golden Cross Resources (TSXV: AUX; OTCQB ZCRMF) latest drilling results deliver the strongest evidence yet that the company's push for a new high-grade gold discovery at Reedy Creek is starting to pay off. At the Aurora target, the company reports...
Copper
Argentina’s opportunity for an historic turn-around in mining
Argentina’s opportunity for an historic turn-around in mining
Javier Milei, President of Argentina, is driving pro-mining reforms and positioning Argentina as a key hub for Western supply chains Argentina’s mining exports hit record US$6.037 billion in 2025, up 29.2% yoy with gold the biggest contributor potential to be...
Agriculture
Strait of Hormuz diesel shock threatens mining industry
Strait of Hormuz diesel shock threatens mining industry
The Strait of Hormuz normally carries close to 20 million barrels a day of crude and oil products. The IEA says flows have fallen from around that level to a trickle, creating the largest oil supply disruption in market history....
Gold and Silver
What has to break for gold to hit $10,000
What has to break for gold to hit $10,000
spot gold traded over US$5,000/oz thoughout February 2026, steady after reaching $5,400/oz in January central banks bought 863 tonnes in 2025, with demand historically elevated and geographically widespread gold has overtaken the Euro as the world's second largest global reserve...
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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

Investment Insights
Canada’s uranium exports go global
Canada’s uranium exports go global
Canada's uranium story is scaling from a North American to a more global story as both production and exports surge: Canada’s uranium output rose from 7,351 tonnes in 2022 to 14,309 tonnes in 2024. That is a 94.7% increase in...
Cobalt
NOAA ruling opens door to new era of deep-sea mining
NOAA ruling opens door to new era of deep-sea mining
The deep-sea mining industry has moved one step closer to commercial reality after US regulators accepted The Metals Company USA’s consolidated application as compliant, a decision that could help set the permitting template for other companies looking to extract critical...
Cobalt
US pushes allies to pay critical minerals premium
US pushes allies to pay critical minerals premium
US Trade Representative Jamieson Greer has urged allies to pay a “national security premium” for critical minerals sourced outside China US and EU are now assessing reference prices, border-adjusted price floors, price gap subsidies and offtake agreements US was 100%...
Antimony
US invests $8.6 billion in critical minerals deals since January 2025
US invests $8.6 billion in critical minerals deals since January 2025
US government investment in equity stakes in private-sector critical minerals companies since January 2025 hit US$8.6 billion, in the biggest such push into strategic industries since the Second World War. The push is part of a wider US$20.9 billion across...
Copper
Why the Strait of Hormuz crisis could drive copper price higher
Why the Strait of Hormuz crisis could drive copper price higher
Or, how a recession could be bullish for copper this time. copper fell approx 10% the US and Israel launched strikes on Iran in late February, as markets priced in recession and inflation risk but higher oil prices, freight and...
Helium
Russia imposes helium export controls amid global shortage
Russia imposes helium export controls amid global shortage
Russia has imposed helium export controls through the end of 2027, requiring special approval for shipments outside the Eurasian Economic Union Qatar produced about 63 million cubic meters of helium in 2025, close to one-third of global supply helium spot...
Copper
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China is planning to halt sulphuric acid exports from May, tightening an already stressed market for one of mining’s most important industrial chemicals, according to Argus Media — increasing risks for copper, nickel and fertilizer supply chains. Since the start of...
Investment Insights
Oregen Energy and Namibia’s Orange Basin
Oregen Energy and Namibia’s Orange Basin
Sponsored Post: A junior-sized entry point as supermajors shift from discovery to development Namibia’s Orange Basin — one of world’s most significant recent oil finds, with estimated offshore reserves of 20 billion barrels — is no longer just a frontier exploration headline. ...
Investment Insights
Middle East crisis is repricing uranium from Canada’s Athabasca
Middle East crisis is repricing uranium from Canada’s Athabasca
The oil price move above US$100 has repriced the world’s energy market just as the Middle East crisis redraws the global energy map — magnifying both the cost and security advantage of uranium. with Brent crude moving above $100 during...
Gold and Silver
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Golden Cross Resources (TSXV: AUX; OTCQB ZCRMF) latest drilling results deliver the strongest evidence yet that the company's push for a new high-grade gold discovery at Reedy Creek is starting to pay off. At the Aurora target, the company reports...
Copper
Argentina’s opportunity for an historic turn-around in mining
Argentina’s opportunity for an historic turn-around in mining
Javier Milei, President of Argentina, is driving pro-mining reforms and positioning Argentina as a key hub for Western supply chains Argentina’s mining exports hit record US$6.037 billion in 2025, up 29.2% yoy with gold the biggest contributor potential to be...
Agriculture
Strait of Hormuz diesel shock threatens mining industry
Strait of Hormuz diesel shock threatens mining industry
The Strait of Hormuz normally carries close to 20 million barrels a day of crude and oil products. The IEA says flows have fallen from around that level to a trickle, creating the largest oil supply disruption in market history....
Gold and Silver
What has to break for gold to hit $10,000
What has to break for gold to hit $10,000
spot gold traded over US$5,000/oz thoughout February 2026, steady after reaching $5,400/oz in January central banks bought 863 tonnes in 2025, with demand historically elevated and geographically widespread gold has overtaken the Euro as the world's second largest global reserve...
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.

[mepr-membership-registration-form id="4595"]
Jul 10, 2026
Australia – India agree uranium export deal
Jul 08, 2026
US diesel stocks fall 5 million barrels, exposing mining industry
Jul 07, 2026
The Coming Commodity Supercycle Is the Biggest Business Opportunity Founders Are Ignoring

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