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By The Oregon Group

Boom, Bust and BS
Can Trump’s critical mineral strategy work?
https://youtu.be/Mi7xWOzCVgM?si=UgGpQY17OvMqvh42 Anthony Milewski and Christian Purefoy talk US President Trump's critical mineral strategy, can it work, tensions with automakers, and environmental concerns over processing. 🎙️ Transcript Conversation between Christian Purefoy and Anthony Milewski. Edited for clarity and readability. Christian Purefoy:...
Cobalt
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
The European Commission has officially approved the first 47 strategic projects under the Critical Raw Materials Act (CRMA) to diversify and secure critical mineral supply. The projects address 14 of the 17 strategic raw materials identified in the CRMA: extraction...
Investment News
Canada streamlines approval process for major mining and infrastructure projects
Canada streamlines approval process for major mining and infrastructure projects
Canada's provinces and territories will be permitted to approve major mining and infrastructure projects — and will no longer require separate federal government reviews, in a sweeping reform to streamline project development in Canada. Canadian Prime Minister Mark Carney announced the...
Investment News
China ramps up state investment in critical minerals as US trade tensions intensify
China ramps up state investment in critical minerals as US trade tensions intensify
The Chinese government has raised more than US$13.8bn (Rmb100bn) investment across geological exploration annually since 2022, the highest three-year period in a decade. According to a new report by the Financial Times, over the past year, at least half of...
Antimony
Antimony: caught in the geopolitical crossfire
Antimony: caught in the geopolitical crossfire
Global defence spending hit USD2.46 trillion in 2024 — with the 7.4% real-terms increase outpacing increases of 6.5% in 2023 and 3.5% in 2022 — and is expected to increase further in 2025 as geopolitical tensions continue to rise: the EU...
Investment News
Trump signs Executive Order to boost domestic critical mineral production
Trump signs Executive Order to boost domestic critical mineral production
President Donald Trump has signed an executive order invoking cold war era powers to ramp up critical mineral production across the US. It marks one of the most aggressive moves in decades to secure domestic supply and reduce reliance on...
Investment Insights
How new tech is disrupting uranium exploration in the Athabasca Basin
How new tech is disrupting uranium exploration in the Athabasca Basin
Canada's Athabasca Basin supplies 20% of global uranium supply with ore grades up to x100 higher than global averages — making it a cornerstone of Western uranium security. And demand is forecast to triple by 2040 as nuclear capacity is...
Investment News
Tin price hit 3-year high on Congo supply disruption
Tin price hit 3-year high on Congo supply disruption
The price of tin has surged to a three year high after Alphamin Resources announced the temporary closure of its Bisie tin mine in Walikale District, North Kivu Province of east-central Democratic Republic of the Congo. The decision came after...
In the Press
Making smarter marketing moves: data-driven decision making in marketing campaigns for public mining companies
Making smarter marketing moves: data-driven decision making in marketing campaigns for public mining companies
Mining companies are turning to data to fine-tune their digital marketing. Here’s how analytics is becoming a critical tool to track what’s working and guide future campaigns. Mining is a capital intensive business that requires capital raising and constant communication...
In the Press
Anthony Milewski Urges Investor Focus on Gold Juniors, Critical Minerals, and Uranium at PDAC 2025
Anthony Milewski Urges Investor Focus on Gold Juniors, Critical Minerals, and Uranium at PDAC 2025
https://www.youtube.com/watch?v=DzGnrY1WwfA PDAC 2025 marks a decisive turning point, reigniting investor enthusiasm in the mining sector. Anthony Milewski, Founder of The Oregon Group, boldly described this year's event as "the best PDAC in the last 20 years," attributing it to unprecedented...
Boom, Bust and BS
Boom, Bust and BS are back from PDAC
Boom, Bust and BS are back from PDAC
https://youtu.be/5a5vHNUDLZQ EPISODE 2. Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC, including the highlights, opportunities and challenges the mining industry faces in 2025.
In the Press
The mining stocks getting ready for a golden future
The mining stocks getting ready for a golden future
As eyes shift from iron ore to copper and commodities become increasingly political, we study the London market for the majors, the mid caps and the minnows worthy of investor attention. Ten years ago, I held a gold brick for the...
Investment News
US in talks with DR Congo for critical minerals deal
US in talks with DR Congo for critical minerals deal
The US is in early discussions with the Democratic Republic of Congo (DRC) over a potential minerals-for-military-support agreement. The Congo is the world's largest cobalt producer, as well as rich in copper, gold, lithium and uranium, as well as other...
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

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Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

By The Oregon Group

Boom, Bust and BS
Can Trump’s critical mineral strategy work?
Can Trump’s critical mineral strategy work?
https://youtu.be/Mi7xWOzCVgM?si=UgGpQY17OvMqvh42 Anthony Milewski and Christian Purefoy talk US President Trump's critical mineral strategy, can it work, tensions with automakers, and environmental concerns over processing. 🎙️ Transcript Conversation between Christian Purefoy and Anthony Milewski. Edited for clarity and readability. Christian Purefoy:...
Cobalt
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
EU approves first 47 projects worth $24 billion to secure critical raw materials supply
The European Commission has officially approved the first 47 strategic projects under the Critical Raw Materials Act (CRMA) to diversify and secure critical mineral supply. The projects address 14 of the 17 strategic raw materials identified in the CRMA: extraction...
Investment News
Canada streamlines approval process for major mining and infrastructure projects
Canada streamlines approval process for major mining and infrastructure projects
Canada's provinces and territories will be permitted to approve major mining and infrastructure projects — and will no longer require separate federal government reviews, in a sweeping reform to streamline project development in Canada. Canadian Prime Minister Mark Carney announced the...
Investment News
China ramps up state investment in critical minerals as US trade tensions intensify
China ramps up state investment in critical minerals as US trade tensions intensify
The Chinese government has raised more than US$13.8bn (Rmb100bn) investment across geological exploration annually since 2022, the highest three-year period in a decade. According to a new report by the Financial Times, over the past year, at least half of...
Antimony
Antimony: caught in the geopolitical crossfire
Antimony: caught in the geopolitical crossfire
Global defence spending hit USD2.46 trillion in 2024 — with the 7.4% real-terms increase outpacing increases of 6.5% in 2023 and 3.5% in 2022 — and is expected to increase further in 2025 as geopolitical tensions continue to rise: the EU...
Investment News
Trump signs Executive Order to boost domestic critical mineral production
Trump signs Executive Order to boost domestic critical mineral production
President Donald Trump has signed an executive order invoking cold war era powers to ramp up critical mineral production across the US. It marks one of the most aggressive moves in decades to secure domestic supply and reduce reliance on...
Investment Insights
How new tech is disrupting uranium exploration in the Athabasca Basin
How new tech is disrupting uranium exploration in the Athabasca Basin
Canada's Athabasca Basin supplies 20% of global uranium supply with ore grades up to x100 higher than global averages — making it a cornerstone of Western uranium security. And demand is forecast to triple by 2040 as nuclear capacity is...
Investment News
Tin price hit 3-year high on Congo supply disruption
Tin price hit 3-year high on Congo supply disruption
The price of tin has surged to a three year high after Alphamin Resources announced the temporary closure of its Bisie tin mine in Walikale District, North Kivu Province of east-central Democratic Republic of the Congo. The decision came after...
In the Press
Making smarter marketing moves: data-driven decision making in marketing campaigns for public mining companies
Making smarter marketing moves: data-driven decision making in marketing campaigns for public mining companies
Mining companies are turning to data to fine-tune their digital marketing. Here’s how analytics is becoming a critical tool to track what’s working and guide future campaigns. Mining is a capital intensive business that requires capital raising and constant communication...
In the Press
Anthony Milewski Urges Investor Focus on Gold Juniors, Critical Minerals, and Uranium at PDAC 2025
Anthony Milewski Urges Investor Focus on Gold Juniors, Critical Minerals, and Uranium at PDAC 2025
https://www.youtube.com/watch?v=DzGnrY1WwfA PDAC 2025 marks a decisive turning point, reigniting investor enthusiasm in the mining sector. Anthony Milewski, Founder of The Oregon Group, boldly described this year's event as "the best PDAC in the last 20 years," attributing it to unprecedented...
Boom, Bust and BS
Boom, Bust and BS are back from PDAC
Boom, Bust and BS are back from PDAC
https://youtu.be/5a5vHNUDLZQ EPISODE 2. Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC, including the highlights, opportunities and challenges the mining industry faces in 2025.
In the Press
The mining stocks getting ready for a golden future
The mining stocks getting ready for a golden future
As eyes shift from iron ore to copper and commodities become increasingly political, we study the London market for the majors, the mid caps and the minnows worthy of investor attention. Ten years ago, I held a gold brick for the...
Investment News
US in talks with DR Congo for critical minerals deal
US in talks with DR Congo for critical minerals deal
The US is in early discussions with the Democratic Republic of Congo (DRC) over a potential minerals-for-military-support agreement. The Congo is the world's largest cobalt producer, as well as rich in copper, gold, lithium and uranium, as well as other...
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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Jul 03, 2025
53 million tons of battery metals needed by 2040 to meet EV boom
Jul 03, 2025
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Jul 02, 2025
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China

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