Critical Minerals and Energy Intelligence
Critical minerals, mining and energy industry reports
The Oregon Group provides independent investment research on the critical minerals, mining and energy markets shaping the global economy. Our network spans explorers, mine developers, engineers, producers and capital-markets professionals, giving us insight across the commodity supply chain.
Explore our exclusive industry reports for clear analysis of supply-and-demand fundamentals, commodity cycles, geopolitical risks and emerging investment themes. Each report examines the forces moving the market, the risks investors should understand and the companies positioned within the trend.
Explore the latest reports below:
Report: The Great Uranium Disconnect
The Oregon Group predicts the longer the disconnect between prices and demand, the greater the pressure for price growth beyond the levels we saw in 2024.
report: Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence will spark a 10-year critical mineral supercycle, according to our new report.
Report: Inside the accelerating global race for lithium
Demand for lithium, essential for electric vehicles, is expected to face twenty years of rapid growth, according to our new report.
Report: Copper, at the centre of the metal supercycle
Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.
Report: The Green Economy and Nickel's Generational Class I Supply Crunch
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our report.
Report: The Start of the Uranium Bull Market and the Coming of the Second Atomic Age
Uranium is at the start of a 10-year bull market, according to our report.
Report: The Great Uranium Disconnect
The Oregon Group predicts the longer the disconnect between prices and demand, the greater the pressure for price growth beyond the levels we saw in 2024.
report: Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence will spark a 10-year critical mineral supercycle, according to our new report.
Report: Inside the accelerating global race for lithium
The supply of lithium, essential for electric vehicles, is expected to face twenty years of rapid growth, according to our new report.
Report: Copper, at the centre of the metal supercycle
Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.
Report: The Green Economy and Nickel's Generational Class I Supply Crunch
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Report: The Start of the Uranium Bull Market and the Coming of the Second Atomic Age
Uranium is at the start of a 10-year bull market, according to our new report.