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Investment Insights. Stay Ahead.

By The Oregon Group

Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
Investment News
China tightens rare earth exports as US claims talks are “about half-way there”
China tightens rare earth exports as US claims talks are “about half-way there”
China continues to restrict exports of rare earths and other critical minerals to defense manufacturers in the West, according to the Wall Street Journal, impacting the production of everything from jet fighters to night-vision goggles. Industry sources confirm China's restrictions...
Investment News
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Demand for Rare Earth Elements (REEs) is expected to triple from 59 kilotons (kt) in 2022 to 176 kt in 2035, driven by strong growth in electric vehicle (EV) adoption, according to a new report by McKinsey. However, as demand...
Investment Insights
The Magic Map that could redraw nickel supply — and secure the West
The Magic Map that could redraw nickel supply — and secure the West
Mark Selby and Steve Balch stood over a laptop, watching as their in-house algorithm applied to stitched together geophysical maps from Ontario and Quebec lit up twenty plus targets around their Crawford Project north of Timmins.  What they saw changed...
Investment News
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Domestic investors withdrew a net US$12.1 billion from Canadian securities in May, latest data from Statistics Canada reveal — the fourth consecutive month of outflows, bringing cumulative net capital flight to US$62.6 billion from February through May. The sustained withdrawal signals...
Graphite
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
The US Commerce Department has imposed a 93.5% anti-dumping tariff on Chinese synthetic graphite anode materials — a key electric battery mineral — and may go higher warns the American Active Anode Material Producers (AAAMP). The effective tariff rate for active...
Investment News
Apple to invest $500 million in MP Material rare earth magnet supply chain facility in USA
Apple to invest $500 million in MP Material rare earth magnet supply chain facility in USA
Apple and MP Materials have announced a "first-of-its-kind" deal, investing $500 million to establish a fully domestic supply chain for rare earth magnets. The deal comes shortly after the announcement that US Department of Defense is investing US $400 million to become the...
Investment News
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
The US Department of Defense is investing US $400 million in convertible preferred stock in MP Materials, acquiring a roughly 15% diluted stake — placing the Pentagon at the center of the nation’s rare earth magnet supply chain strategy. This investment...
Copper
Trump’s proposed 50% copper tariff sends prices to record high
Trump’s proposed 50% copper tariff sends prices to record high
Following Trump’s surprise announcement calling for 50 % import tariff on copper under Section 232, copper prices climbed as much as 17% in New York on Tuesday — a record one-day spike to an all-time high, since records began in 1968 — before falling...
Cobalt
China’s overseas mining acquisitions hit 10-year high
China’s overseas mining acquisitions hit 10-year high
In 2024, Chinese mining firms completed ten major overseas acquisitions, each valued at more than US $100 million, marking their busiest year since 2013, according to analysis by S&P and Mergermarket data. China's overseas mining investment also hit highs in 2024, valued...
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....
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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

Guest Post
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Financing the future of nickel: a playbook for tough markets (Guest Post by Mark Selby)
Mark Selby has been in senior management of mining companies for several decades.  He is a recognized authority on global nickel market since leading the commodity research and strategy functions for the last of the large standalone Western World nickel producers, Inco,...
Investment News
China tightens rare earth exports as US claims talks are “about half-way there”
China tightens rare earth exports as US claims talks are “about half-way there”
China continues to restrict exports of rare earths and other critical minerals to defense manufacturers in the West, according to the Wall Street Journal, impacting the production of everything from jet fighters to night-vision goggles. Industry sources confirm China's restrictions...
Investment News
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Global demand for magnetic Rare Earth Elements expected to triple by 2035
Demand for Rare Earth Elements (REEs) is expected to triple from 59 kilotons (kt) in 2022 to 176 kt in 2035, driven by strong growth in electric vehicle (EV) adoption, according to a new report by McKinsey. However, as demand...
Investment Insights
The Magic Map that could redraw nickel supply — and secure the West
The Magic Map that could redraw nickel supply — and secure the West
Mark Selby and Steve Balch stood over a laptop, watching as their in-house algorithm applied to stitched together geophysical maps from Ontario and Quebec lit up twenty plus targets around their Crawford Project north of Timmins.  What they saw changed...
Investment News
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Canada’s capital flight hits $12 B in May, now $62 billion over 4 months
Domestic investors withdrew a net US$12.1 billion from Canadian securities in May, latest data from Statistics Canada reveal — the fourth consecutive month of outflows, bringing cumulative net capital flight to US$62.6 billion from February through May. The sustained withdrawal signals...
Graphite
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
The US Commerce Department has imposed a 93.5% anti-dumping tariff on Chinese synthetic graphite anode materials — a key electric battery mineral — and may go higher warns the American Active Anode Material Producers (AAAMP). The effective tariff rate for active...
Investment News
Apple to invest $500 million in MP Material rare earth magnet supply chain facility in USA
Apple to invest $500 million in MP Material rare earth magnet supply chain facility in USA
Apple and MP Materials have announced a "first-of-its-kind" deal, investing $500 million to establish a fully domestic supply chain for rare earth magnets. The deal comes shortly after the announcement that US Department of Defense is investing US $400 million to become the...
Investment News
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply
The US Department of Defense is investing US $400 million in convertible preferred stock in MP Materials, acquiring a roughly 15% diluted stake — placing the Pentagon at the center of the nation’s rare earth magnet supply chain strategy. This investment...
Copper
Trump’s proposed 50% copper tariff sends prices to record high
Trump’s proposed 50% copper tariff sends prices to record high
Following Trump’s surprise announcement calling for 50 % import tariff on copper under Section 232, copper prices climbed as much as 17% in New York on Tuesday — a record one-day spike to an all-time high, since records began in 1968 — before falling...
Cobalt
China’s overseas mining acquisitions hit 10-year high
China’s overseas mining acquisitions hit 10-year high
In 2024, Chinese mining firms completed ten major overseas acquisitions, each valued at more than US $100 million, marking their busiest year since 2013, according to analysis by S&P and Mergermarket data. China's overseas mining investment also hit highs in 2024, valued...
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....
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"]
Jan 15, 2026
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
Jan 12, 2026
Can nickel prices hit $25,000 in 2026?
Jan 08, 2026
Tokenized Assets: The Next Frontier For Corporate Treasuries

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Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

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