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Investment Insights. Stay Ahead.

By The Oregon Group

Nickel
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...
Nickel
EV Automaker Mining Deals
EV Automaker Mining Deals
No surprises here. As the EV boom continues to thrive, automakers are moving upstream to secure the raw materials that power their batteries. In an interview with Bloomberg, Randy Smallwood, CEO of Wheaton Precious Metals, said “We’ve had conversations, and...
Nickel
BHP Looking to Expand Mt. Keith Nickel Operation
BHP Looking to Expand Mt. Keith Nickel Operation
As reported by Mining Weekly,BHP’s Nickel West is expecting to make a final investment decision on the Mt Keith concentrator expansion by the end of the financial year. BHP plans to install a 16 MW semi-autogenous grinding (SAG) mill at...
Nickel
Nickel Market in July: Supply Concerns and Rising Demand
Nickel Market in July: Supply Concerns and Rising Demand
We just published a piece on the market in Q2, however, due to price movements this month we felt it was worth another article to highlight just how fragile nickel’s supply chain is and thus the potential for disruption. On...
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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

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...
Nickel
EV Automaker Mining Deals
EV Automaker Mining Deals
No surprises here. As the EV boom continues to thrive, automakers are moving upstream to secure the raw materials that power their batteries. In an interview with Bloomberg, Randy Smallwood, CEO of Wheaton Precious Metals, said “We’ve had conversations, and...
Nickel
BHP Looking to Expand Mt. Keith Nickel Operation
BHP Looking to Expand Mt. Keith Nickel Operation
As reported by Mining Weekly,BHP’s Nickel West is expecting to make a final investment decision on the Mt Keith concentrator expansion by the end of the financial year. BHP plans to install a 16 MW semi-autogenous grinding (SAG) mill at...
Nickel
Nickel Market in July: Supply Concerns and Rising Demand
Nickel Market in July: Supply Concerns and Rising Demand
We just published a piece on the market in Q2, however, due to price movements this month we felt it was worth another article to highlight just how fragile nickel’s supply chain is and thus the potential for disruption. On...
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"]
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