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By The Oregon Group

Investment Insights
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...
Investment News
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
America's MEMA, the Vehicle Suppliers Association, and CLEPA, the European Association of Automotive Suppliers, have issued calls for urgent action to be taken to limit disruption from export restrictions on rare earths by China. In a statement to Reuters, MEMA,...
Gold and Silver
Q&A: unearthing value in the next gold rush with Simon Marcotte
Q&A: unearthing value in the next gold rush with Simon Marcotte
Demand for gold is soaring, with an estimated US$4 trillion worth of gold held by central banks, and US$5 trillion by private investors — a record 3.5% allocation to a global gold portfolio when calculated against US$260 trillion for all...
Boom, Bust and BS
Can gold price hit $30,000?
Can gold price hit $30,000?
https://youtu.be/infBFJURous EPISODE 7. Anthony Milewski and Christian Purefoy are joined by special guest Simon Marcotte, President and CEO of Northern Superior Resources, to talk about what's driving the rising price of gold and whether it will reach $30,000. 🎙️ Transcript...
Investment Insights
Why junior uranium miners are back in the spotlight
Why junior uranium miners are back in the spotlight
Uranium miners rose 7.1% in April 2025, while junior miners increased 8.6% — with momentum continuing in May. The rally was fueled by a 5.4% rise in uranium spot prices to to US$67.70 per pound during April. Now, this has obviously...
Investment News
Trump orders overhaul of US nuclear industrial base
Trump orders overhaul of US nuclear industrial base
President Donald Trump signed four executive orders aimed at overhauling the US nuclear energy sector. These directives seek to expedite reactor approvals, bolster domestic uranium production, and integrate nuclear power into national security and AI infrastructure. REINVIGORATING THE NUCLEAR INDUSTRIAL...
Antimony
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Between US$500 - US$600 billion in new capital investment is required for mining between 2024-2040 to meet global energy transition targets, as demand for critical minerals is expected to increase rapidly. The International Energy Agency’s (IEA) latest Global Critical Minerals...
Guest Post
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
Jamie Strauss is the Founder and CEO of Digbee, the leading sustainability disclosure and assurance platform built specifically for the mining sector. Under his leadership, Digbee has become widely acknowledged by Tier 1 capital providers as the industry’s trusted solution...
Boom, Bust and BS
ESG in mining is dead — what comes next?
ESG in mining is dead — what comes next?
https://youtu.be/YfI8sAkgd5o EPISODE 6. Anthony Milewski and Christian Purefoy are joined by special guest Jamie Strauss, CEO and founder of Digbee, to talk about how ESG has blown up — and what comes next. 🎙️ Transcript Conversation between Christian Purefoy, Anthony...
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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

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...
Investment News
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
US and EU automakers warn “urgent” action needed on China rare earth export restrictions
America's MEMA, the Vehicle Suppliers Association, and CLEPA, the European Association of Automotive Suppliers, have issued calls for urgent action to be taken to limit disruption from export restrictions on rare earths by China. In a statement to Reuters, MEMA,...
Gold and Silver
Q&A: unearthing value in the next gold rush with Simon Marcotte
Q&A: unearthing value in the next gold rush with Simon Marcotte
Demand for gold is soaring, with an estimated US$4 trillion worth of gold held by central banks, and US$5 trillion by private investors — a record 3.5% allocation to a global gold portfolio when calculated against US$260 trillion for all...
Boom, Bust and BS
Can gold price hit $30,000?
Can gold price hit $30,000?
https://youtu.be/infBFJURous EPISODE 7. Anthony Milewski and Christian Purefoy are joined by special guest Simon Marcotte, President and CEO of Northern Superior Resources, to talk about what's driving the rising price of gold and whether it will reach $30,000. 🎙️ Transcript...
Investment Insights
Why junior uranium miners are back in the spotlight
Why junior uranium miners are back in the spotlight
Uranium miners rose 7.1% in April 2025, while junior miners increased 8.6% — with momentum continuing in May. The rally was fueled by a 5.4% rise in uranium spot prices to to US$67.70 per pound during April. Now, this has obviously...
Investment News
Trump orders overhaul of US nuclear industrial base
Trump orders overhaul of US nuclear industrial base
President Donald Trump signed four executive orders aimed at overhauling the US nuclear energy sector. These directives seek to expedite reactor approvals, bolster domestic uranium production, and integrate nuclear power into national security and AI infrastructure. REINVIGORATING THE NUCLEAR INDUSTRIAL...
Antimony
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Between US$500 - US$600 billion in new capital investment is required for mining between 2024-2040 to meet global energy transition targets, as demand for critical minerals is expected to increase rapidly. The International Energy Agency’s (IEA) latest Global Critical Minerals...
Guest Post
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
The ESG illusion: why investors want impact, not paperwork (Guest post by Jamie Strauss)
Jamie Strauss is the Founder and CEO of Digbee, the leading sustainability disclosure and assurance platform built specifically for the mining sector. Under his leadership, Digbee has become widely acknowledged by Tier 1 capital providers as the industry’s trusted solution...
Boom, Bust and BS
ESG in mining is dead — what comes next?
ESG in mining is dead — what comes next?
https://youtu.be/YfI8sAkgd5o EPISODE 6. Anthony Milewski and Christian Purefoy are joined by special guest Jamie Strauss, CEO and founder of Digbee, to talk about how ESG has blown up — and what comes next. 🎙️ Transcript Conversation between Christian Purefoy, Anthony...
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 25, 2025
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