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Investment Insights. Stay Ahead.

Commodities

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...
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:...
Nuclear Energy is back
Nuclear Energy is back
We are experiencing an historic moment in nuclear energy. About 60 reactors are under construction across the world, and at least another 110 are planned. To put into context, there are about 440 nuclear power reactors currently operating globally. Global nuclear...
Why Antimony and Tin Will Disrupt Markets in 2024
Why Antimony and Tin Will Disrupt Markets in 2024
https://youtu.be/r_PMI600JWQ?si=yoOjemzmJXZBo6Ts Join us as we explore the Oregon Group's insights on two lesser-known but essential metals: antimony and tin. Discover how these critical materials are driving technological advancements—from semiconductors to solar panels—and why their markets are set to explode. With...
Major banks announce support to triple nuclear energy by 2050
Major banks announce support to triple nuclear energy by 2050
Fourteen global banks and financial institutions, including Goldman Sachs and Morgan Stanley, have announced their support to back efforts to triple nuclear energy by 2050, a pledge made at COP28 in 2023. "Our collective mission is clear: nuclear energy is...
Will Africa’s “Copper Express” ever be built?
Will Africa’s “Copper Express” ever be built?
Copper mines, both existing and projects under construction, are estimated to meet only 80% of global copper demand by 2030. Copper concentrates are already in deficit. One of the most ambitious projects to supply this anticipated demand is the Lobito...
Why are antimony prices exploding
Why are antimony prices exploding
A supply shortage has triggered the steepest rally in price "ever recorded" in the global antimony market since April, according to FastMarkets who began recording prices from January 1980. In May, prices reached US$17,588.88 per metric ton of antimony ingot,...
Where will fluorspar for US-made EVs come from?
Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
The gold price, only one thing can stop it
The gold price, only one thing can stop it
Sponsored spotlight: Mithril Resources Ltd (MTH:ASX) is a precious metals exploration company focused on discoveries, acquisitions and production of silver and gold in Mexico’s Sierra Madre Gold Silver Trend — with one of the highest-grade silver jurisdictions in Mexico. Find...
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Copper rally: why the Small Caps will benefit the most
Copper rally: why the Small Caps will benefit the most
Since copper’s move above $4/lb in March 2024, the giant copper producer Freeport-McMoran’s (NYSE: FCX) stock jumped 20+%. That’s a material increase for a $60+ billion company. However, the percentage move pales in comparison with its tiny namesake’s (Freeport Resources...

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Commodities

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...
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:...
Nuclear Energy is back
Nuclear Energy is back
We are experiencing an historic moment in nuclear energy. About 60 reactors are under construction across the world, and at least another 110 are planned. To put into context, there are about 440 nuclear power reactors currently operating globally. Global nuclear...
Why Antimony and Tin Will Disrupt Markets in 2024
Why Antimony and Tin Will Disrupt Markets in 2024
https://youtu.be/r_PMI600JWQ?si=yoOjemzmJXZBo6Ts Join us as we explore the Oregon Group's insights on two lesser-known but essential metals: antimony and tin. Discover how these critical materials are driving technological advancements—from semiconductors to solar panels—and why their markets are set to explode. With...
Major banks announce support to triple nuclear energy by 2050
Major banks announce support to triple nuclear energy by 2050
Fourteen global banks and financial institutions, including Goldman Sachs and Morgan Stanley, have announced their support to back efforts to triple nuclear energy by 2050, a pledge made at COP28 in 2023. "Our collective mission is clear: nuclear energy is...
Will Africa’s “Copper Express” ever be built?
Will Africa’s “Copper Express” ever be built?
Copper mines, both existing and projects under construction, are estimated to meet only 80% of global copper demand by 2030. Copper concentrates are already in deficit. One of the most ambitious projects to supply this anticipated demand is the Lobito...
Why are antimony prices exploding
Why are antimony prices exploding
A supply shortage has triggered the steepest rally in price "ever recorded" in the global antimony market since April, according to FastMarkets who began recording prices from January 1980. In May, prices reached US$17,588.88 per metric ton of antimony ingot,...
Where will fluorspar for US-made EVs come from?
Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
The gold price, only one thing can stop it
The gold price, only one thing can stop it
Sponsored spotlight: Mithril Resources Ltd (MTH:ASX) is a precious metals exploration company focused on discoveries, acquisitions and production of silver and gold in Mexico’s Sierra Madre Gold Silver Trend — with one of the highest-grade silver jurisdictions in Mexico. Find...
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Copper rally: why the Small Caps will benefit the most
Copper rally: why the Small Caps will benefit the most
Since copper’s move above $4/lb in March 2024, the giant copper producer Freeport-McMoran’s (NYSE: FCX) stock jumped 20+%. That’s a material increase for a $60+ billion company. However, the percentage move pales in comparison with its tiny namesake’s (Freeport Resources...

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Oct 15, 2024
80% of US financial support to mining industry is for new mine development
Oct 14, 2024
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Oct 13, 2024
Tin & Antimony: Supply, Demand, and Challenges

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