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By The Oregon Group

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Canada Raising its Battery Game?
Thanks to the US auto industry business model, Canada’s role in automaking is worth a cool $10 billion per year. As the world shifts gears and powers towards an EV future, the Canadian government has decided it wants to own...
Latest News
LME Suspends Trading; Cancels Transactions
LME Suspends Trading; Cancels Transactions
The London Metal Exchange (LME) has suspended trading in the nickel market due to an unprecedented spike in prices. The surge in nickel prices, driven by concerns about supplies from Russia, led to brokers struggling to pay margin calls against...
Latest News
Russian Sanctions and Nickel Price Spikes
Russian Sanctions and Nickel Price Spikes
Nickel prices just shot up 30%, hitting levels we haven’t seen since 2007. That’s what happens when the West starts talking about new sanctions on a country that supplies about 10% of the world’s nickel. New sanctions, potential bans on...
Latest News
Looks Like Everyone Wants a Nickel Flavored Battery These Days
Looks Like Everyone Wants a Nickel Flavored Battery These Days
If you’ve been following the EV market at all you’ll know that sales in 2021 saw massive growth compared to the previous year. You’ll also no doubt be aware that all of those batteries have been driving enormous demand for...
Latest News
Another Push for Deep Sea Nickel Mining
Another Push for Deep Sea Nickel Mining
This time it’s a U.S. Senator (Senator Lisa Murkowski of Alaska) who is pushing to unlock the seabed for mining.  As reported by Reuters, Murkowski is pushing the Biden Administration for details on how the U.S. plans to tap into...
Latest News
No Wonder Musk Wants so Much Nickel
No Wonder Musk Wants so Much Nickel
A great piece on mining.com comparing Tesla, VW, and BYD on a bunch of metrics.  Unsurprisingly, with its $trillion market cap, Tesla is stomping the competition on multiple levels. The Model 3, which sells for 10-times the price of entry...
Latest News
Global Energy Storage Set to Grow 20-Fold by 2030
Global Energy Storage Set to Grow 20-Fold by 2030
We covered residential battery storage last month but how about the bigger picture?  According to a recent forecast from BloombergNEF, total energy storage installations are expected to hit 358 gigawatts (1,028 gigawatt-hours) by the end of 2030.  For some context,...
Latest News
Falling Battery Prices Perhaps Soon to Rise?
Falling Battery Prices Perhaps Soon to Rise?
Last year saw another drop in lithium-ion battery prices dropped. According to BloombergNEF, the average price fell 6% from the previous year landing at $132 per kilowatt-hour. For fun, can you guess the price back in 2010? The answer is...
Latest News
The Residential Battery Storage Market
The Residential Battery Storage Market
A lot of people still see residential battery storage as a niche technology for off-gridder or wealth, tech-savvy homeowners. However, in the U.S., installations of home battery systems more than doubled from 2020 to 2021, according to analysts at Wood...
Latest News
The Nickel Market Deficit
The Nickel Market Deficit
This week, prices for nickel shot up to levels not seen in a decade. Why? It’s the perfect storm you get when tightening global supply collides with red-hot demand from consumers – in this case EV manufacturers. The surge is...
Investment Insights
Protected: The chloride bottleneck: premium titanium dioxide feedstocks are new battleground
Protected: The chloride bottleneck: premium titanium dioxide feedstocks are new battleground
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Latest News
Nickel: The Unsung Hero of the Modern World
Nickel: The Unsung Hero of the Modern World
As we kick off the new year, it’s time for a reminder to all you metal investors, of why nickel is so important. Granted, nickel may not grab headlines like gold or lithium, but it is absolutely essential to the...
Latest News
Tsingshan Fires Up Commercial Nickel Matte Production in Indonesia
Tsingshan Fires Up Commercial Nickel Matte Production in Indonesia
Chinese metals giant Tsingshan has kicked off commercial production of nickel matte in Indonesia. It marks the start of full-scale output at the company’s industrial park in Indonesia and is a sign that China is making good on its intention...
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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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