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Investment Insights. Stay Ahead.

By The Oregon Group

Nickel
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...
Nickel
Nickel Market Snapshot: Q2 2021
Nickel Market Snapshot: Q2 2021
The second quarter of 2021 saw surging demand, supply constraints, and significant price movements. Here's an overview of some of the key developments during this period:​ After a dip to approximately $14,700 per metric ton in March, prices rebounded, closing...
Nickel
Electric Vehicle Market Soars in Q2 2021
Electric Vehicle Market Soars in Q2 2021
Global EV sales in Q2 surged past 2.6 million units, nearly double what they were in the same period of 2020. Unsurprisingly, China is still leading the charge, accounting for nearly 50% of all EVs sold globally during the quarter....
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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
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...
Nickel
Nickel Market Snapshot: Q2 2021
Nickel Market Snapshot: Q2 2021
The second quarter of 2021 saw surging demand, supply constraints, and significant price movements. Here's an overview of some of the key developments during this period:​ After a dip to approximately $14,700 per metric ton in March, prices rebounded, closing...
Nickel
Electric Vehicle Market Soars in Q2 2021
Electric Vehicle Market Soars in Q2 2021
Global EV sales in Q2 surged past 2.6 million units, nearly double what they were in the same period of 2020. Unsurprisingly, China is still leading the charge, accounting for nearly 50% of all EVs sold globally during the quarter....
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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