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By The Oregon Group

Investment News
Trump announces $500 billion in AI infrastructure across US
The formation of a new private sector company to invest US$500 billion across the US over the next 4 years, has been announced by President Donald Trump. The company, named the Stargate Project, is in partnership with initial equity funders...
In the Press
Embracing AI And Emerging Technologies Can Help Transform The Mining Industry
Embracing AI And Emerging Technologies Can Help Transform The Mining Industry
The mining sector is experiencing a generational shift, with artificial intelligence (AI) and cutting-edge technologies taking a relatively inefficient industry and transforming it through the adoption of new technologies and methods. These innovations offer solutions to long-standing challenges such as...
Geopolitics
Trump prioritises domestic mining and processing in Executive Orders
Trump prioritises domestic mining and processing in Executive Orders
A series of executive orders, signed by President Donald Trump, prioritise domestic energy and critical mineral mining development with a radical focus on revoking permitting regulations. The new National Energy Emergency prioritises "energy and critical minerals (“energy”) identification, leasing, development,...
Investment News
Rio Tinto and Glencore held talks for potential mining mega-merger
Rio Tinto and Glencore held talks for potential mining mega-merger
Global mining giants, Rio Tinto and Glencore, have reportedly been in talks over a potential merger of their businesses — creating what would be the world's largest mining deal. According sources of both Bloomberg and Reuters, the companies held early-stage talks...
Geopolitics
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
UPDATED: Jan 16 with new quotes on critical mineral price floor. Canada wants to accelerate the critical mineral strategic alliance with the US, according to key officials, as the country works to persuade incoming President Trump not to impose significant...
Geopolitics
US Defence Department warns of urgent need to secure critical minerals
US Defence Department warns of urgent need to secure critical minerals
The US Department of Defence (DOD) has warned that securing critical minerals is crucial for the US defense industrial base — to build everything from unmanned aerial systems to fighter jets. "Recent disruptions [due to] adversarial actions have underscored what we...
Investment News
Indonesia considers 45% cut to nickel output
Indonesia considers 45% cut to nickel output
Indonesia, the world's largest nickel producer, may cut its nickel output quota for 2025 to 150 million tons, from 272 million tons in 2024 — a cut of 44.84%. Reports suggest the Energy and Mineral Resources Ministry wants to cut production to...
Crypto
Are equities the new way to play Crypto: The rise of MicroStrategy and other access products
Are equities the new way to play Crypto: The rise of MicroStrategy and other access products
In the Californian Gold Rush of 1848, Samuel Brannan owned the only store between San Francisco and the major gold deposits. According to legend, he bought up all the shovels, picks and pans he could find and ran through the...
Investment Insights
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Canada’s Athabasca basin has the highest grade uranium deposits in the world, with grades up to x100 higher than averages mined elsewhere in the world. And now, the region is at the center of a geopolitical struggle to secure the...
Investment News
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Panasonic Energy, a major supplier of electric batteries to Tesla, wants to end its dependence on electric battery supply from China for US production. Allan Swan, the company's President for North America, emphasized that eliminating any dependence is the company's...
Antimony
Biden administration approves mining permit for antimony project in US
Biden administration approves mining permit for antimony project in US
On January 3, 2025, the Biden administration issued the final permit for Perpetua Resources' Stibnite Antimony-Gold project in Idaho, according to a report by Reuters. The move comes just weeks after China announced export restrictions on antimony (as well as...
Investment News
China targets battery cathode and lithium processing tech in plans for new export controls
China targets battery cathode and lithium processing tech in plans for new export controls
China has outlined plans to restrict exports of key technologies used in lithium refining and electric battery chemical production. The proposal by China's Ministry of Commerce, currently open for public feedback and open to change, includes specific technologies, such as:...
Cobalt
Critical mineral supply for electric batteries faces shortfall by 2030
Critical mineral supply for electric batteries faces shortfall by 2030
Electric battery manufacturers can expect supply deficits across key critical minerals by 2030, including lithium, nickel, manganese and cobalt, due to soaring demand, as well as imbalanced regional supply and demand. A new report by McKinsey & Company estimates estimates...
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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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Stay Ahead

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

By The Oregon Group

Investment News
Trump announces $500 billion in AI infrastructure across US
Trump announces $500 billion in AI infrastructure across US
The formation of a new private sector company to invest US$500 billion across the US over the next 4 years, has been announced by President Donald Trump. The company, named the Stargate Project, is in partnership with initial equity funders...
In the Press
Embracing AI And Emerging Technologies Can Help Transform The Mining Industry
Embracing AI And Emerging Technologies Can Help Transform The Mining Industry
The mining sector is experiencing a generational shift, with artificial intelligence (AI) and cutting-edge technologies taking a relatively inefficient industry and transforming it through the adoption of new technologies and methods. These innovations offer solutions to long-standing challenges such as...
Geopolitics
Trump prioritises domestic mining and processing in Executive Orders
Trump prioritises domestic mining and processing in Executive Orders
A series of executive orders, signed by President Donald Trump, prioritise domestic energy and critical mineral mining development with a radical focus on revoking permitting regulations. The new National Energy Emergency prioritises "energy and critical minerals (“energy”) identification, leasing, development,...
Investment News
Rio Tinto and Glencore held talks for potential mining mega-merger
Rio Tinto and Glencore held talks for potential mining mega-merger
Global mining giants, Rio Tinto and Glencore, have reportedly been in talks over a potential merger of their businesses — creating what would be the world's largest mining deal. According sources of both Bloomberg and Reuters, the companies held early-stage talks...
Geopolitics
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
UPDATED: Jan 16 with new quotes on critical mineral price floor. Canada wants to accelerate the critical mineral strategic alliance with the US, according to key officials, as the country works to persuade incoming President Trump not to impose significant...
Geopolitics
US Defence Department warns of urgent need to secure critical minerals
US Defence Department warns of urgent need to secure critical minerals
The US Department of Defence (DOD) has warned that securing critical minerals is crucial for the US defense industrial base — to build everything from unmanned aerial systems to fighter jets. "Recent disruptions [due to] adversarial actions have underscored what we...
Investment News
Indonesia considers 45% cut to nickel output
Indonesia considers 45% cut to nickel output
Indonesia, the world's largest nickel producer, may cut its nickel output quota for 2025 to 150 million tons, from 272 million tons in 2024 — a cut of 44.84%. Reports suggest the Energy and Mineral Resources Ministry wants to cut production to...
Crypto
Are equities the new way to play Crypto: The rise of MicroStrategy and other access products
Are equities the new way to play Crypto: The rise of MicroStrategy and other access products
In the Californian Gold Rush of 1848, Samuel Brannan owned the only store between San Francisco and the major gold deposits. According to legend, he bought up all the shovels, picks and pans he could find and ran through the...
Investment Insights
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Canada’s Athabasca basin has the highest grade uranium deposits in the world, with grades up to x100 higher than averages mined elsewhere in the world. And now, the region is at the center of a geopolitical struggle to secure the...
Investment News
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Panasonic Energy, a major supplier of electric batteries to Tesla, wants to end its dependence on electric battery supply from China for US production. Allan Swan, the company's President for North America, emphasized that eliminating any dependence is the company's...
Antimony
Biden administration approves mining permit for antimony project in US
Biden administration approves mining permit for antimony project in US
On January 3, 2025, the Biden administration issued the final permit for Perpetua Resources' Stibnite Antimony-Gold project in Idaho, according to a report by Reuters. The move comes just weeks after China announced export restrictions on antimony (as well as...
Investment News
China targets battery cathode and lithium processing tech in plans for new export controls
China targets battery cathode and lithium processing tech in plans for new export controls
China has outlined plans to restrict exports of key technologies used in lithium refining and electric battery chemical production. The proposal by China's Ministry of Commerce, currently open for public feedback and open to change, includes specific technologies, such as:...
Cobalt
Critical mineral supply for electric batteries faces shortfall by 2030
Critical mineral supply for electric batteries faces shortfall by 2030
Electric battery manufacturers can expect supply deficits across key critical minerals by 2030, including lithium, nickel, manganese and cobalt, due to soaring demand, as well as imbalanced regional supply and demand. A new report by McKinsey & Company estimates estimates...
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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Apr 16, 2025
Why gold will surpass $30,000 in the years ahead – what to expect after the tariffs (Guest Post by Simon Marcotte)
Apr 15, 2025
Trump launches national security investigation into foreign-controlled critical mineral imports
Apr 14, 2025
Are we in a critical mineral bull market?

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