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By The Oregon Group

Antimony - News and Insights
US invests $8.6 billion in critical minerals deals since January 2025
US government investment in equity stakes in private-sector critical minerals companies since January 2025 hit US$8.6 billion, in the biggest such push into strategic industries since the Second World War. The push is part of a wider US$20.9 billion across...
Copper - News and Insights
Why the Strait of Hormuz crisis could drive copper price higher
Why the Strait of Hormuz crisis could drive copper price higher
Or, how a recession could be bullish for copper this time. copper fell approx 10% the US and Israel launched strikes on Iran in late February, as markets priced in recession and inflation risk but higher oil prices, freight and...
Helium - News and Insights
Russia imposes helium export controls amid global shortage
Russia imposes helium export controls amid global shortage
Russia has imposed helium export controls through the end of 2027, requiring special approval for shipments outside the Eurasian Economic Union Qatar produced about 63 million cubic meters of helium in 2025, close to one-third of global supply helium spot...
Copper - News and Insights
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China moves to halt sulphuric acid exports as war-driven supply shock deepens
China is planning to halt sulphuric acid exports from May, tightening an already stressed market for one of mining’s most important industrial chemicals, according to Argus Media — increasing risks for copper, nickel and fertilizer supply chains. Since the start of...
Investment Insights
Oregen Energy and Namibia’s Orange Basin
Oregen Energy and Namibia’s Orange Basin
Sponsored Post: A junior-sized entry point as supermajors shift from discovery to development Namibia’s Orange Basin — one of world’s most significant recent oil finds, with estimated offshore reserves of 20 billion barrels — is no longer just a frontier exploration headline. ...
Investment Insights
Middle East crisis is repricing uranium from Canada’s Athabasca
Middle East crisis is repricing uranium from Canada’s Athabasca
The oil price move above US$100 has repriced the world’s energy market just as the Middle East crisis redraws the global energy map — magnifying both the cost and security advantage of uranium. with Brent crude moving above $100 during...
Gold and Silver - News and Insights
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Golden Cross Resources (TSXV: AUX; OTCQB ZCRMF) latest drilling results deliver the strongest evidence yet that the company's push for a new high-grade gold discovery at Reedy Creek is starting to pay off. At the Aurora target, the company reports...
Copper - News and Insights
Argentina’s opportunity for an historic turn-around in mining
Argentina’s opportunity for an historic turn-around in mining
Javier Milei, President of Argentina, is driving pro-mining reforms and positioning Argentina as a key hub for Western supply chains Argentina’s mining exports hit record US$6.037 billion in 2025, up 29.2% yoy with gold the biggest contributor potential to be...
Agriculture
Strait of Hormuz diesel shock threatens mining industry
Strait of Hormuz diesel shock threatens mining industry
The Strait of Hormuz normally carries close to 20 million barrels a day of crude and oil products. The IEA says flows have fallen from around that level to a trickle, creating the largest oil supply disruption in market history....
Gold and Silver - News and Insights
What has to break for gold to hit $10,000
What has to break for gold to hit $10,000
spot gold traded over US$5,000/oz thoughout February 2026, steady after reaching $5,400/oz in January central banks bought 863 tonnes in 2025, with demand historically elevated and geographically widespread gold has overtaken the Euro as the world's second largest global reserve...
Cobalt - News and Insights
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
the Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the feedstock for sulphuric acid used across nickel, copper and fertilizer supply chains Indonesia, which produces...
Investment Insights
Data centres are looking upstream for Canada’s uranium
Data centres are looking upstream for Canada’s uranium
Canada's NexGen Energy’s CEO has revealed the company is in talks with data-centre providers to help finance a new mine to secure long-term uranium supply for nuclear plants powering AI data centres. "It's coming. You've seen it with automakers. These...
Gold and Silver - News and Insights
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days  The bull market is here, it’s time to make some money and there plenty of companies worth looking at...
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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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Jul 31, 2026
Canada’s copper premium (location, location, location)
Jul 30, 2026
US suppliers not ready for Pentagon’s 2027 ban on China-sourced magnets and minerals
Jul 28, 2026
West faces $500 billion critical minerals financing test — report

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