the oregon group logo
Search
Contact
About
The Green Room
Twitter Linkedin Youtube Rss

Investment Insights. Stay Ahead.

By The Oregon Group

Nickel
Nornickel Bumps up Investment Plans by $6 Billion
As reported by Reuters, Russia’s Norilsk Nickel is dialing up its long-term investment forecast, tacking on another $6 billion to its 2021–2030 budget, bringing the total to $35 billion. The reason? Soaring construction costs and a renewed focus on modernizing...
Nickel
Vedanta Acquiring Nicomet to Become India’s Sole Nickel producer
Vedanta Acquiring Nicomet to Become India’s Sole Nickel producer
Vedanta has acquired Goa-based Nicomet with a view to establishing itself as the only producer of nickel in India. Until now, India has relied entirely on imports to meet its nickel demand, which currently stands at around 45,000 tonnes per...
Nickel
The Surge in EV Charging Infrastructure and the Ripple Effect on the Nickel Industry
The Surge in EV Charging Infrastructure and the Ripple Effect on the Nickel Industry
2021 saw a significant acceleration in the adoption of electric vehicles (EVs) and the expansion of charging infrastructure, all of which is a thumbs up for the nickel industry.  Here are some highlights from what happened this year: In the...
Nickel
Have a Guess at Nickel’s Top 10
Have a Guess at Nickel’s Top 10
Those hardworking journalists over at minig.com have produced a snapshot of the top 10 nickel mining companies by output in 2020 and we wanted to share it: 1. Nornickel – Russia | 178kt Russian giant Norilsk Nickel (Nornickel) led the...
Nickel
EV Market Powers Through Q3 2021
If Q2 2021 was a breakout performance for EVs, Q3 was a stress test. Record-breaking demand, sure, but also a spotlight on just how fragile parts of the supply chain have become. From semiconductor shortages to battery raw material price...
Nickel
Another Nickel M&A Fight
Another Nickel M&A Fight
South Africa’s Sibanye-Stillwater is spending $1 billion on two key Brazilian assets—Atlantic Nickel and Mineração Vale Verde—acquiring them from private equity group Appian Capital Advisory. As covered by the team at mining.com, this is Sibanye’s fourth major battery metal deal...
Nickel
Top Nickel Highlights in Q3
Top Nickel Highlights in Q3
Supply challenges, price fluctuations, and strategic shifts among major producers. It was a busy Q3 and we thought we’d share some highlights.​ Nickel Prices Reach Seven-Year High: In September, nickel prices surged to $20,225 per tonne on the London Metal...
Nickel
Nickel Sulphate Plant Comes to Oz
Nickel Sulphate Plant Comes to Oz
BHP is not done making moves in the nickel sector this year.  It has now officially kicked off production at Australia’s first nickel sulphate plant. The new facility, located in Kwinana just outside Perth, has begun churning out its first...
Nickel
Indonesia Looking for Full Nickel Supply Chain
Indonesia Looking for Full Nickel Supply Chain
Indonesia Looking for Full Nickel Supply Chain Indonesia may soon slap an export tax on nickel products with less than 70% nickel content. What they’re after is to ramp up domestic refining and position themselves as an end to end...
Nickel
When China Gets Short on Nickel
When China Gets Short on Nickel
It may have been a rough start to the year, but the price of nickel on the LME has come storming back, hitting a seven-year high of $20,225 per tonne. What’s behind the surge? A potent mix of Chinese demand,...
Nickel
How Many Batteries Does One Car Manufacturer Need?
How Many Batteries Does One Car Manufacturer Need?
The answer? A lot! BMW has more than doubled its battery cell orders to over €20 billion (about $24 billion), up from a previous €12 billion. Speaking in an interview with Bloomberg, BMW CEO Oliver Zipse said the company is...
Nickel
Fortescue and Tsingshan Eye Multi-Billion Dollar Investment in Indonesia
Fortescue and Tsingshan Eye Multi-Billion Dollar Investment in Indonesia
Indonesia is lining up a massive green industrial development Australia’s Fortescue Metals Group and China’s Tsingshan Holding Group. According to Luhut Pandjaitan, Indonesia’s coordinating minister for maritime affairs and investment, the two companies have been in talks since early this...
Nickel
Nickel Heats Up as Majors Battle
Nickel Heats Up as Majors Battle
BHP, the world’s largest miner is battling Andrew Forrest, the billionaire founder of Fortescue Metals Group, for ownership of Canadian nickel developer Noront Resources, a move backed by Noront’s board. As reported by Bloomberg, in August 2021, BHP came in...
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.

By The Oregon Group

Nickel
Nornickel Bumps up Investment Plans by $6 Billion
Nornickel Bumps up Investment Plans by $6 Billion
As reported by Reuters, Russia’s Norilsk Nickel is dialing up its long-term investment forecast, tacking on another $6 billion to its 2021–2030 budget, bringing the total to $35 billion. The reason? Soaring construction costs and a renewed focus on modernizing...
Nickel
Vedanta Acquiring Nicomet to Become India’s Sole Nickel producer
Vedanta Acquiring Nicomet to Become India’s Sole Nickel producer
Vedanta has acquired Goa-based Nicomet with a view to establishing itself as the only producer of nickel in India. Until now, India has relied entirely on imports to meet its nickel demand, which currently stands at around 45,000 tonnes per...
Nickel
The Surge in EV Charging Infrastructure and the Ripple Effect on the Nickel Industry
The Surge in EV Charging Infrastructure and the Ripple Effect on the Nickel Industry
2021 saw a significant acceleration in the adoption of electric vehicles (EVs) and the expansion of charging infrastructure, all of which is a thumbs up for the nickel industry.  Here are some highlights from what happened this year: In the...
Nickel
Have a Guess at Nickel’s Top 10
Have a Guess at Nickel’s Top 10
Those hardworking journalists over at minig.com have produced a snapshot of the top 10 nickel mining companies by output in 2020 and we wanted to share it: 1. Nornickel – Russia | 178kt Russian giant Norilsk Nickel (Nornickel) led the...
Nickel
EV Market Powers Through Q3 2021
If Q2 2021 was a breakout performance for EVs, Q3 was a stress test. Record-breaking demand, sure, but also a spotlight on just how fragile parts of the supply chain have become. From semiconductor shortages to battery raw material price...
Nickel
Another Nickel M&A Fight
Another Nickel M&A Fight
South Africa’s Sibanye-Stillwater is spending $1 billion on two key Brazilian assets—Atlantic Nickel and Mineração Vale Verde—acquiring them from private equity group Appian Capital Advisory. As covered by the team at mining.com, this is Sibanye’s fourth major battery metal deal...
Nickel
Top Nickel Highlights in Q3
Top Nickel Highlights in Q3
Supply challenges, price fluctuations, and strategic shifts among major producers. It was a busy Q3 and we thought we’d share some highlights.​ Nickel Prices Reach Seven-Year High: In September, nickel prices surged to $20,225 per tonne on the London Metal...
Nickel
Nickel Sulphate Plant Comes to Oz
Nickel Sulphate Plant Comes to Oz
BHP is not done making moves in the nickel sector this year.  It has now officially kicked off production at Australia’s first nickel sulphate plant. The new facility, located in Kwinana just outside Perth, has begun churning out its first...
Nickel
Indonesia Looking for Full Nickel Supply Chain
Indonesia Looking for Full Nickel Supply Chain
Indonesia Looking for Full Nickel Supply Chain Indonesia may soon slap an export tax on nickel products with less than 70% nickel content. What they’re after is to ramp up domestic refining and position themselves as an end to end...
Nickel
When China Gets Short on Nickel
When China Gets Short on Nickel
It may have been a rough start to the year, but the price of nickel on the LME has come storming back, hitting a seven-year high of $20,225 per tonne. What’s behind the surge? A potent mix of Chinese demand,...
Nickel
How Many Batteries Does One Car Manufacturer Need?
How Many Batteries Does One Car Manufacturer Need?
The answer? A lot! BMW has more than doubled its battery cell orders to over €20 billion (about $24 billion), up from a previous €12 billion. Speaking in an interview with Bloomberg, BMW CEO Oliver Zipse said the company is...
Nickel
Fortescue and Tsingshan Eye Multi-Billion Dollar Investment in Indonesia
Fortescue and Tsingshan Eye Multi-Billion Dollar Investment in Indonesia
Indonesia is lining up a massive green industrial development Australia’s Fortescue Metals Group and China’s Tsingshan Holding Group. According to Luhut Pandjaitan, Indonesia’s coordinating minister for maritime affairs and investment, the two companies have been in talks since early this...
Nickel
Nickel Heats Up as Majors Battle
Nickel Heats Up as Majors Battle
BHP, the world’s largest miner is battling Andrew Forrest, the billionaire founder of Fortescue Metals Group, for ownership of Canadian nickel developer Noront Resources, a move backed by Noront’s board. As reported by Bloomberg, in August 2021, BHP came in...
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.

As seen on

Bloomberg
CNBC
CNN
WSJ
FT
MiningJournal
Reuters
bnn-bloomberg200px
the globe and mail logo
The Oregon Group Logo

© 2025 The Oregon Group.
All rights reserved

The Oregon Group

-

Stay connected

Twitter Linkedin Youtube Rss

Website by Blink

Jul 23, 2025
The Magic Map that could redraw nickel supply — and secure the West
Jul 21, 2025
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Jul 18, 2025
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher

SUBSCRIBE FOR INVESTMENT INSIGHTS

Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

Our independent capital markets experts are sharing their boardroom expertise and institutional experience to help you profit and hedge your investment exposure during this time of unmissable opportunity.