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By The Oregon Group

Investment News
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
Investment News
EU and UK set up financing for purchase of critical minerals
EU and UK set up financing for purchase of critical minerals
The EU and UK — in partnership with the US — have announced a series of measures to support the financing and purchase of critical minerals to support industry and secure supply. The EU is set to launch its critical minerals...
Cobalt
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
Antimony
Global defense hit record highs, bringing minor metals into focus
Global defense hit record highs, bringing minor metals into focus
Global defense stocks are rising to record highs, driven by instability and escalating conflict across the globe, including: war in Ukraine escalation between Israel and Iran, and the threat of a wider conflict in the region Chinese military drills in...
Investment News
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
Investment News
$2 trillion needed in new energy generation to meet surging data center power consumption
$2 trillion needed in new energy generation to meet surging data center power consumption
US utilities will need to increase energy generation by up to 26% by 2028 as energy demand is expected to exceed supply in the next few years, according to new Bain analysis. To put the increase in context, a 26%...
Cobalt
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
Uncategorized
80% of US financial support to mining industry is for new mine development
80% of US financial support to mining industry is for new mine development
Since 2021 to Q1 2024, the US government has made US$4.9 billion in commitments to the mining industry, with a particular on critical minerals supply, with more than 80% of the funding focused on new mine developments, according to a...
Cobalt
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to a new report by the International Renewable Energy Alliance (IRENA). In particular: demand for lithium from EV batteries could roughly...
Investment News
Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Investment News
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...
Investment News
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
Investment News
Top risk to mining in 2025 is access to capital
Top risk to mining in 2025 is access to capital
Senior leaders across the mining industry see investment capital as the number one risk to the mining industry in 2025, according to a new survey by EY. In particular, miners need to accelerate growth while maintaining discipline and returns. Environmental...
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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

Investment News
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
Investment News
EU and UK set up financing for purchase of critical minerals
EU and UK set up financing for purchase of critical minerals
The EU and UK — in partnership with the US — have announced a series of measures to support the financing and purchase of critical minerals to support industry and secure supply. The EU is set to launch its critical minerals...
Cobalt
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
Antimony
Global defense hit record highs, bringing minor metals into focus
Global defense hit record highs, bringing minor metals into focus
Global defense stocks are rising to record highs, driven by instability and escalating conflict across the globe, including: war in Ukraine escalation between Israel and Iran, and the threat of a wider conflict in the region Chinese military drills in...
Investment News
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
Investment News
$2 trillion needed in new energy generation to meet surging data center power consumption
$2 trillion needed in new energy generation to meet surging data center power consumption
US utilities will need to increase energy generation by up to 26% by 2028 as energy demand is expected to exceed supply in the next few years, according to new Bain analysis. To put the increase in context, a 26%...
Cobalt
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
Uncategorized
80% of US financial support to mining industry is for new mine development
80% of US financial support to mining industry is for new mine development
Since 2021 to Q1 2024, the US government has made US$4.9 billion in commitments to the mining industry, with a particular on critical minerals supply, with more than 80% of the funding focused on new mine developments, according to a...
Cobalt
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to a new report by the International Renewable Energy Alliance (IRENA). In particular: demand for lithium from EV batteries could roughly...
Investment News
Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Investment News
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...
Investment News
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
Investment News
Top risk to mining in 2025 is access to capital
Top risk to mining in 2025 is access to capital
Senior leaders across the mining industry see investment capital as the number one risk to the mining industry in 2025, according to a new survey by EY. In particular, miners need to accelerate growth while maintaining discipline and returns. Environmental...
Picture of The Oregon Group

The Oregon Group

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

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Twitter Linkedin Youtube Rss

Stay Ahead

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May 08, 2025
The great uranium disconnect
May 06, 2025
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