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Investment Insights

Where will new uranium supply come from?

December 6, 2023

uranium demand set to increase 200% by 2040 uranium prices already at 15-year highs on tight supply ore grade and mining bans across globe limiting new supply Canada's Athabasca Basin contains world’s largest, high-grade uranium deposits Demand for uranium is...

Will the US and Indonesia sign a free trade deal?

November 29, 2023

US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...

Lessons on hydrogen energy’s ambition vs reality from South Korea

November 22, 2023

$320 billion of global hydrogen investments announced up to 2030 South Korea hydrogen roadmap targeted 6.2million fuel cell electric vehicles by 2040, but South Korea had only 29,733 FCEVs by 2022 use in heavy industry and ammonia seeing traction in South...

How to invest in cobalt

November 16, 2023

The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that watch...

Military rearmament is just getting started — without enough critical minerals

November 8, 2023

Russia's 11 million shells fired against Ukraine in 2022 contain same amount of copper as 10% of UK's total wind turbine capacity US Department of Defense used 750,000 tons of minerals in 2017, when it faced no major military conflict...

Renewable Energy vs Interest Rates

November 2, 2023

US$280billion pulled from clean energy stocks since 2022 renewable energy firms sounding alarm over rising costs expect a significant industry shake up, with new risks and opportunities More than US$280billion has been pulled from clean energy stocks since an all...

Platinum’s supply and demand crisis has started

October 25, 2023

record 1 million ounces platinum deficit expected in 2023 two largest global producers of platinum, Russia and South Africa, have long term structural problems platinum demand for hydrogen energy expected to increase significantly Platinum is expected to reach a record...

Latin America’s “Lithium Triangle”: opportunities and risks for US investors

October 19, 2023

lithium demand predicted to increase fivefold by 2030 Argentina, Bolivia and Chile account for 56% of the global lithium reserves Chile is second-largest producer of mined lithium, Argentina’s production forecast to rise x9 to 57,000 tons, making it third-largest global...

How to invest in nickel

October 13, 2023

The Oregon Group sits down with Martin Vyrda, EVP, Strategy at Nickel28, to discuss the best approach to investing in nickel. "As an investor, what I look at is people always say, grade, grade, grade is like in real estate,...

The mining industry is running out of miners

October 5, 2023

average age of miner is 46, nearly 50% of skilled engineers reach retirement in next 10 years 71% of mining leaders experiencing talent shortage, 86% say it’s harder to recruit and retain talent apprenticeships, artificial intelligence, and new working practices...

Manganese: the forgotten metal set to electrify markets

September 28, 2023

manganese sulphate demand expected to increase x29 by 2050 98% of high-purity manganese sulphate production in China 60% of electric batteries included manganese in 2022 Manganese sulphate demand is forecast to increase x9 by 2030 and x29 times by 2050...

The critical mineral wars are coming

September 13, 2023

production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more than 50% dependent on foreign sources for additional 31 growing geopolitical tensions and realignment has...