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Investment Insights. Stay Ahead.

By The Oregon Group

Investment Insights
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...
Cobalt
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
the Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the feedstock for sulphuric acid used across nickel, copper and fertilizer supply chains Indonesia, which produces...
Investment Insights
Data centres are looking upstream for Canada’s uranium
Data centres are looking upstream for Canada’s uranium
Canada's NexGen Energy’s CEO has revealed the company is in talks with data-centre providers to help finance a new mine to secure long-term uranium supply for nuclear plants powering AI data centres. "It's coming. You've seen it with automakers. These...
Gold and Silver
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days  The bull market is here, it’s time to make some money and there plenty of companies worth looking at...
Investment Insights
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
Sponsored post: ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation ReeXploration Inc (TSX-V: REE | FSE: K2i) is advancing the Eureka project, a dual-commodity critical minerals system positioned around global energy security and diversification of Western supply...
Copper
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
As the price of copper soars over global supply-demand concerns, more than US$5 billion dollars worth of investment have been announced in Canadian copper projects in 2025 — with more expected in the coming year: in December 2025, Vale and Glencore...
Investment Insights
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain Can you name the world's three largest uranium producers? Kazakhstan, Canada... Australia, you say? Nope, it's Namibia, with 7,333 tonnes of uranium production in 2024, providing an estimated 10% of global...
Investment Insights
Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
demand is compounding: Uranium demand forecast to rise 28% by 2030 and more than double by 2040 as nuclear capacity expands and lifetimes extend, led by China and a Western policy pivot supply is concentrated and slow to respond: 63...
Investment News
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
PT Weda Bay Nickel has been told to file a 2026 work plan reflecting 12 million wet metric tonnes of annual production and sales, a sharp cut from the 42 million wet metric tonnes permitted for 2025, according to a...
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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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By The Oregon Group

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...
Cobalt
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
the Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the feedstock for sulphuric acid used across nickel, copper and fertilizer supply chains Indonesia, which produces...
Investment Insights
Data centres are looking upstream for Canada’s uranium
Data centres are looking upstream for Canada’s uranium
Canada's NexGen Energy’s CEO has revealed the company is in talks with data-centre providers to help finance a new mine to secure long-term uranium supply for nuclear plants powering AI data centres. "It's coming. You've seen it with automakers. These...
Gold and Silver
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days  The bull market is here, it’s time to make some money and there plenty of companies worth looking at...
Investment Insights
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation
Sponsored post: ReeXploration’s dual-commodity edge: uranium upside built on a rare earth foundation ReeXploration Inc (TSX-V: REE | FSE: K2i) is advancing the Eureka project, a dual-commodity critical minerals system positioned around global energy security and diversification of Western supply...
Copper
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
As the price of copper soars over global supply-demand concerns, more than US$5 billion dollars worth of investment have been announced in Canadian copper projects in 2025 — with more expected in the coming year: in December 2025, Vale and Glencore...
Investment Insights
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain Can you name the world's three largest uranium producers? Kazakhstan, Canada... Australia, you say? Nope, it's Namibia, with 7,333 tonnes of uranium production in 2024, providing an estimated 10% of global...
Investment Insights
Can uranium hit $150/lb in 2026?
Can uranium hit $150/lb in 2026?
demand is compounding: Uranium demand forecast to rise 28% by 2030 and more than double by 2040 as nuclear capacity expands and lifetimes extend, led by China and a Western policy pivot supply is concentrated and slow to respond: 63...
Investment News
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
PT Weda Bay Nickel has been told to file a 2026 work plan reflecting 12 million wet metric tonnes of annual production and sales, a sharp cut from the 42 million wet metric tonnes permitted for 2025, according to a...
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"]
Jun 22, 2026
China tightens rare earth restrictions with new export controls on US firms
Jun 19, 2026
G7 moves to cut China rare earth dependence to below 60% by 2030
Jun 18, 2026
Manhattan Uranium builds North American uranium portfolio for the nuclear fuel reset

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