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By The Oregon Group

Cobalt
Global electric vehicle fleet to quadruple by 2030
The global electric vehicle (EV) fleet is projected to hit 250 million vehicles by 2030 — excluding two- and three-wheelers (2/3Ws) — marking a x4 increase from the end of 2024, according to the IEA’s Global EV Outlook 2025. This...
Investment Insights
Turbulence in global titanium supply
Turbulence in global titanium supply
Titanium, prized for its strength and versatility, is essential across advanced defense, aerospace, automotive, medical, and industrial sectors. From everyday pigments to jet engines, the titanium dioxide (TiO₂) market was valued at US$24 billion in 2024, with a projected CAGR...
Gold and Silver
Canada, gold’s safe haven
Canada, gold’s safe haven
It was the best of times, it was the worst of times. It was the age of gold, it was the age of bitcoin, it was the epoch of more than $3,000 gold. We're paraphrasing Charles Dickens introduction to a...
Boom, Bust and BS
Junior gold miners — why now?
Junior gold miners — why now?
https://youtu.be/5kUto4qXMPg EPISODE 5. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold exploration mining company in Canada. 🎙️...
Investment Insights
The great uranium disconnect
The great uranium disconnect
New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades. In the immediate term, we have seen a pullback in...
Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls. 🎙️ Transcript...
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
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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

Cobalt
Global electric vehicle fleet to quadruple by 2030
Global electric vehicle fleet to quadruple by 2030
The global electric vehicle (EV) fleet is projected to hit 250 million vehicles by 2030 — excluding two- and three-wheelers (2/3Ws) — marking a x4 increase from the end of 2024, according to the IEA’s Global EV Outlook 2025. This...
Investment Insights
Turbulence in global titanium supply
Turbulence in global titanium supply
Titanium, prized for its strength and versatility, is essential across advanced defense, aerospace, automotive, medical, and industrial sectors. From everyday pigments to jet engines, the titanium dioxide (TiO₂) market was valued at US$24 billion in 2024, with a projected CAGR...
Gold and Silver
Canada, gold’s safe haven
Canada, gold’s safe haven
It was the best of times, it was the worst of times. It was the age of gold, it was the age of bitcoin, it was the epoch of more than $3,000 gold. We're paraphrasing Charles Dickens introduction to a...
Boom, Bust and BS
Junior gold miners — why now?
Junior gold miners — why now?
https://youtu.be/5kUto4qXMPg EPISODE 5. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold exploration mining company in Canada. 🎙️...
Investment Insights
The great uranium disconnect
The great uranium disconnect
New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades. In the immediate term, we have seen a pullback in...
Antimony
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...
Cobalt
Trump signs Executive Order to accelerate deep-sea mining
Trump signs Executive Order to accelerate deep-sea mining
President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...
Copper
LME explores price premium on sustainable metal production
LME explores price premium on sustainable metal production
The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
Investment Insights
Beyond tariffs: navigating the uranium market
Beyond tariffs: navigating the uranium market
US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...
Investment News
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...
Boom, Bust and BS
Are we in a critical mineral bull market?
Are we in a critical mineral bull market?
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls. 🎙️ Transcript...
Investment News
China halts exports of seven rare earths
China halts exports of seven rare earths
Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...
Copper
AI data centers to drive 2% of global copper demand by 2030
AI data centers to drive 2% of global copper demand by 2030
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
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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