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Critical Minerals and Energy Intelligence. Stay Ahead.

Boom, Bust and BS

Introducing our podcast.

Join the team behind The Oregon Group as we sit back and chat over the boom, bust and bullshit of commodity cycles.

In each episode, our expert hosts (and guests) explore the latest trends, hidden opportunities, insider insights, and expose the hype, that can often distorts investor judgment.

“Boom, Bust, and BS” isn’t just another financial podcast – it’s your essential companion for staying ahead in the high-stakes world of critical minerals and energy intelligence. Whether you’re a seasoned investor or new to the commodities game, our show will help you with the knowledge to make informed decisions and spot the next big market move before it happens.

Subscribe now to “Boom, Bust, and BS” and join the savvy investors who are already tuning in to cut through the noise and capitalize on the real opportunities.

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Latest episodes

Interviews with The Oregon Group

Silver exploration in Mexico, no more uncertainty

An interview with John Skeet, Mithril Silver and Gold Ltd on silver exploration and mining in Mexico.

The Nuclear Renaissance

Interviews with key players across the uranium mining industry on the dawn of the second Atomic Age.

How to invest in nickel

An interview with Martin Vydra, EVP, Strategy at Nickel 28 on nickel mining and refining.

How to invest in cobalt

An interview with Nick French, consultant on cobalt on trends and insights across investment in this critical battery metal.

Latest Market Analysis:

Where will the metals for the robot revolution come from?
Notes/thoughts from PDAC 2025: Goldbug lives matter, everything else is just a critical mineral
Boom, Bust and BS are back from PDAC
What are critical minerals really? (Guest Post by Amanda van Dyke)
Boom, Bust and BS are headed to PDAC
F3 Uranium: unlocking new discoveries in the Athabasca Basin
Nickel is down, but far from out — why the nickel market is stronger than you think
Mining in the US, a shift in the winds? (Guest post by Steve Dunn)
The Oregon Group launches The Green Room
DeepSeek’s AI breakthroughs: efficiency gains to increase GPU demand (Guest Post by Wayne Lloyd)
Notes from Mining Indaba, thoughts about the market and making money in 2025
A chance encounter in Wyoming unearths a uranium treasure
Tungsten supply crisis threatens defense and tech industries
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Trump’s Crypto Revolution: The New American Frontier
Fortress North America: a uranium alliance
Nickel mining in North America: it’s a US national security issue
The end of net-zero targets
Are equities the new way to play Crypto: The rise of MicroStrategy and other access products
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Can the US match China’s critical mineral stockpiles?
Silver Deficit: Mining Opportunities in Bolivia
The UK’s critical mineral and energy supply, between revolution and disaster
Please God just give us one more bull market, I promise not to blow it this time
Mining for a Sustainable Future: Balancing Clean Energy Demand and Environmental Responsibility
Crypto: the great experiment with a digital commodity
Trump wants to make mining American again
Never fall in love. Never forget to sell. ABS is the key to making money.
Mining in Mexico, no more uncertainty
Volatility hits critical Zinc supply
$100 Silver (Guest post by Simon Catt)
Nuclear Energy is back
Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Will Africa’s “Copper Express” ever be built?
The Art of Betting on Maybe, Junior Miners as an Options Trade
Why are antimony prices exploding
Where will fluorspar for US-made EVs come from?
The hunt for scandium has started
The gold price, only one thing can stop it
Turning critical minerals into free range eggs
Copper rally: why the Small Caps will benefit the most
Silver eggs and red squirrels (Guest Post by Simon Catt)
Refining is the chokepoint
Silver, a precious industrial metal
Fluorspar: the EV critical mineral no one has heard of
Big mining M&As too late to stop critical mineral supply crisis
Russia’s military scramble for African critical minerals
Artificial Intelligence and the next critical mineral supercycle
Gold: the real thing? (by Simon Catt)
US miners vs US automakers
Is there enough tin supply to hold the tech revolution together?
The great nickel trade war
In gold miners we (don’t yet) trust
PDAC 2024: the government is here to help
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
The West’s pursuit of Rare Earths hits resistance from China
America’s current critical mineral strategy threatens disaster
Kazatomprom, world’s largest uranium producer, flashes red
Is ammonia the answer to hydrogen energy’s problems?
Metal inventories, we have a problem
Inside the accelerating global race for lithium
Deep-sea mining is coming, whether the environmental lobby like it or not
The canary in the gallium and germanium mine
The Energy Transition disrupted
Will the Inflation Reduction Act survive America’s 2024 election?
Where will new uranium supply come from?
Will the US and Indonesia sign a free trade deal?
Lessons on hydrogen energy’s ambition vs reality from South Korea
How to invest in cobalt
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
Platinum’s supply and demand crisis has started
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
How to invest in nickel
The mining industry is running out of miners
Manganese: the forgotten metal set to electrify markets
The critical mineral wars are coming
Can Artificial Intelligence save the insurance industry from wildfires?
Critical mineral listing too late to secure copper supply

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Mar 14, 2025
Making smarter marketing moves: data-driven decision making in marketing campaigns for public mining companies
Mar 13, 2025
Where will the metals for the robot revolution come from?
Mar 11, 2025
Anthony Milewski Urges Investor Focus on Gold Juniors, Critical Minerals, and Uranium at PDAC 2025

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