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By The Oregon Group

Cobalt
53 million tons of battery metals needed by 2040 to meet EV boom
Global electric vehicle (EV) sales are on track to hit 22 million units in 2025 — up 25% from 2024 — according to BloombergNEF’s latest forecast. By 2030, that number jumps to 39 million, with EVs making up 42% of...
Cobalt
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Trump orders Federal Agencies to fast-track critical mineral and energy funding
President Trump has signed a new Presidential Memorandum instructing over a dozen US federal agencies to streamline and accelerate the funding process for energy infrastructure and critical mineral projects. The directive, issued June 30, includes agencies: the Department of Energy...
Graphite
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
The Quad — comprising the US, Australia, India, and Japan — has formally launched a new Critical Minerals Partnership, aimed at securing supply chains for rare earths, lithium, graphite, and other strategic inputs vital to clean energy and defense sectors....
Investment News
China’s rare earth restrictions easing but US supply still de-prioritized
China’s rare earth restrictions easing but US supply still de-prioritized
The approval rate for rare earth export licences from China has climbed from 25% to 60%, according to European supplier group CLEPA. But shipments destined for the US or routed through third countries like India remain deprioritised, sustaining risks to...
Investment Insights
Securing Western titanium supply: Australia’s strategic opportunity
Securing Western titanium supply: Australia’s strategic opportunity
Amidst global titanium supply volatility, Australia has the potential to be a key strategic supplier for Western nations seeking supply chain security, with some of the world's largest reserves and production: Australia holds the world's largest titanium mineral reserves. As...
Boom, Bust and BS
How to discover uranium in Canada
How to discover uranium in Canada
https://youtu.be/Yqy2Pf2yEgM EPISODE 9. Anthony Milewski and Christian Purefoy are joined by special guest Dev Randhawa, CEO and Chairman of F3 Uranium, to talk about the new nuclear energy renaissance, especially with. new demand coming online from AI and data centres,...
Gold and Silver
Why junior gold company AMEX Exploration is positioned to be built or bought
Why junior gold company AMEX Exploration is positioned to be built or bought
Sponsored Post: why junior gold company AMEX Exploration is positioned to be built or bought The gold market is experiencing record high prices, with gold trading above US$3,400 an ounce as of June 2025 after hitting fresh highs in February....
Boom, Bust and BS
Titanium mining coming to North America?
Titanium mining coming to North America?
https://youtu.be/QHwHgsPo-Jg EPISODE 8. Anthony Milewski and Christian Purefoy are joined by special guests Mike Stier, CEO of Saga Metals (TSXV: SAGA | OTCQB SAGMF) and Michael Garagan, Geologist of Saga Metals, to talk about the importance of titanium, especially in...
Investment Insights
Uranium prices: how did we get here; what comes next
Uranium prices: how did we get here; what comes next
Nuclear power is on track to hit record demand in 2025, but uranium — the fuel powering it — has seen prices fall from highs of US$107 in 2024 to US$63 in March 2025. The supply crunch that helped drive prices up hasn’t...
Antimony
G7 to agree strategy to secure critical minerals supply
G7 to agree strategy to secure critical minerals supply
G7 leaders have agreed a new, draft strategy to secure global supply chains for critical minerals in response to China’s growing use of export restrictions, according to a draft communique seen by Reuters and Bloomberg. Importantly, the draft suggests the...
Investment News
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
UPDATE: the Sprott Physical Uranium Trust announced its US$100 million bought-deal financing has been amended to US$200 million due to strong investor demand. Sprott Physical Uranium Trust has announced a US $100 million bought‑deal to finance additional physical uranium purchases — U₃O₈ and UF₆...
Investment Insights
The Opportunity to Get Positioned in Uranium
The Opportunity to Get Positioned in Uranium
After a period of sharp volatility, uranium equities are once again demonstrating their ability to catch many investors off guard: by May 2025, spot uranium hit US$73/lb — a 20% rally off the lows of March — while term prices...
In the Press
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
Investor confidence, a company's license to operate and the ability to attract top talent all hinge on public perception. Especially within the mining industry, compound this by a high-risk environment where regulatory scrutiny, environmental incidents and political tensions can erupt...
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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

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By The Oregon Group

Cobalt
53 million tons of battery metals needed by 2040 to meet EV boom
53 million tons of battery metals needed by 2040 to meet EV boom
Global electric vehicle (EV) sales are on track to hit 22 million units in 2025 — up 25% from 2024 — according to BloombergNEF’s latest forecast. By 2030, that number jumps to 39 million, with EVs making up 42% of...
Cobalt
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Trump orders Federal Agencies to fast-track critical mineral and energy funding
President Trump has signed a new Presidential Memorandum instructing over a dozen US federal agencies to streamline and accelerate the funding process for energy infrastructure and critical mineral projects. The directive, issued June 30, includes agencies: the Department of Energy...
Graphite
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
The Quad — comprising the US, Australia, India, and Japan — has formally launched a new Critical Minerals Partnership, aimed at securing supply chains for rare earths, lithium, graphite, and other strategic inputs vital to clean energy and defense sectors....
Investment News
China’s rare earth restrictions easing but US supply still de-prioritized
China’s rare earth restrictions easing but US supply still de-prioritized
The approval rate for rare earth export licences from China has climbed from 25% to 60%, according to European supplier group CLEPA. But shipments destined for the US or routed through third countries like India remain deprioritised, sustaining risks to...
Investment Insights
Securing Western titanium supply: Australia’s strategic opportunity
Securing Western titanium supply: Australia’s strategic opportunity
Amidst global titanium supply volatility, Australia has the potential to be a key strategic supplier for Western nations seeking supply chain security, with some of the world's largest reserves and production: Australia holds the world's largest titanium mineral reserves. As...
Boom, Bust and BS
How to discover uranium in Canada
How to discover uranium in Canada
https://youtu.be/Yqy2Pf2yEgM EPISODE 9. Anthony Milewski and Christian Purefoy are joined by special guest Dev Randhawa, CEO and Chairman of F3 Uranium, to talk about the new nuclear energy renaissance, especially with. new demand coming online from AI and data centres,...
Gold and Silver
Why junior gold company AMEX Exploration is positioned to be built or bought
Why junior gold company AMEX Exploration is positioned to be built or bought
Sponsored Post: why junior gold company AMEX Exploration is positioned to be built or bought The gold market is experiencing record high prices, with gold trading above US$3,400 an ounce as of June 2025 after hitting fresh highs in February....
Boom, Bust and BS
Titanium mining coming to North America?
Titanium mining coming to North America?
https://youtu.be/QHwHgsPo-Jg EPISODE 8. Anthony Milewski and Christian Purefoy are joined by special guests Mike Stier, CEO of Saga Metals (TSXV: SAGA | OTCQB SAGMF) and Michael Garagan, Geologist of Saga Metals, to talk about the importance of titanium, especially in...
Investment Insights
Uranium prices: how did we get here; what comes next
Uranium prices: how did we get here; what comes next
Nuclear power is on track to hit record demand in 2025, but uranium — the fuel powering it — has seen prices fall from highs of US$107 in 2024 to US$63 in March 2025. The supply crunch that helped drive prices up hasn’t...
Antimony
G7 to agree strategy to secure critical minerals supply
G7 to agree strategy to secure critical minerals supply
G7 leaders have agreed a new, draft strategy to secure global supply chains for critical minerals in response to China’s growing use of export restrictions, according to a draft communique seen by Reuters and Bloomberg. Importantly, the draft suggests the...
Investment News
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
Sprott Physical Uranium Trust closes $200 million bought‑deal in preparation for major uranium push
UPDATE: the Sprott Physical Uranium Trust announced its US$100 million bought-deal financing has been amended to US$200 million due to strong investor demand. Sprott Physical Uranium Trust has announced a US $100 million bought‑deal to finance additional physical uranium purchases — U₃O₈ and UF₆...
Investment Insights
The Opportunity to Get Positioned in Uranium
The Opportunity to Get Positioned in Uranium
After a period of sharp volatility, uranium equities are once again demonstrating their ability to catch many investors off guard: by May 2025, spot uranium hit US$73/lb — a 20% rally off the lows of March — while term prices...
In the Press
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
How To Crisis-Proof In The Mining Sector: What IR and PR Teams Need to Know
Investor confidence, a company's license to operate and the ability to attract top talent all hinge on public perception. Especially within the mining industry, compound this by a high-risk environment where regulatory scrutiny, environmental incidents and political tensions can erupt...
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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Nov 04, 2025
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