the oregon group logo
Search
Contact
About Us
Twitter Linkedin Rss
Search
Contact
About Us
My Account
Login
Subscribe

Investment Insights. Stay Ahead.

Canada

Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world's largest uranium producer, warns of production shortfall logistical issues, eg transport and shortages in sulfuric acid could take years to fix concerns long-term supply contracts prioritize Russia and China over the West Kazatomprom is the world's largest and, arguably,...
Where will new uranium supply come from?
Where will new uranium supply come from?
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...
The mining industry is running out of miners
The mining industry is running out of miners
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...
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
copper listed as critical mineral in EU, China, India, Canada, South Australia, US global copper demand forecast to double by 2035 copper stockpiles already dangerously low and supply tightening Copper is now listed as a critical mineral in the EU, China,...
Are nuclear small modular reactors too good to be true?
Are nuclear small modular reactors too good to be true?
300 SMRs generate enough electricity to power half the homes in US construction costs between US$300-500 million for first build, but potentially falling to US$150 million for subsequent builds US, UK, France, China, Canada, Russia and others all developing SMRs A nuclear...
US Military and Critical Minerals: The New Arms Race
US Military and Critical Minerals: The New Arms Race
Department of Defense budget request of US$842 billion for 2024, increase of $26 billion over 2023 US lacks domestic production of 14 critical minerals, and import-reliant for more than 50% for 31 US military is driving investment and legislation for secure...
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.
PDAC key takeaways: mining goes long on optimism
PDAC key takeaways: mining goes long on optimism
PDAC, the world’s leading mining and mineral convention has ended – with over 23,000 attendees and 1,100 exhibitors this year — and countless deals. For investors, one theme dominated the convention, (cautious) optimism.
Agtech is the future of the fertilizer industry
Agtech is the future of the fertilizer industry
The global fertilizer market is forecast to grow 12% in 2022 to be worth more than US$193 billion, in comparison with 2021 — and increase to US$240 billion by 2030. This is where Agtech — agriculture technology — comes in, which...
Uranium: volatile share prices should not distract from fundamental market changes
Uranium: volatile share prices should not distract from fundamental market changes
Driven by powerful geopolitical and climate related trends, nuclear energy has finally moved out from the shadow cast by Fukushima and is bringing fundamental change to the uranium sector. 
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...

Follow for more

Twitter Linkedin Rss

Subscribe for the macro, so you can invest in the micro

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]

Canada

Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world's largest uranium producer, warns of production shortfall logistical issues, eg transport and shortages in sulfuric acid could take years to fix concerns long-term supply contracts prioritize Russia and China over the West Kazatomprom is the world's largest and, arguably,...
Where will new uranium supply come from?
Where will new uranium supply come from?
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...
The mining industry is running out of miners
The mining industry is running out of miners
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...
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
copper listed as critical mineral in EU, China, India, Canada, South Australia, US global copper demand forecast to double by 2035 copper stockpiles already dangerously low and supply tightening Copper is now listed as a critical mineral in the EU, China,...
Are nuclear small modular reactors too good to be true?
Are nuclear small modular reactors too good to be true?
300 SMRs generate enough electricity to power half the homes in US construction costs between US$300-500 million for first build, but potentially falling to US$150 million for subsequent builds US, UK, France, China, Canada, Russia and others all developing SMRs A nuclear...
US Military and Critical Minerals: The New Arms Race
US Military and Critical Minerals: The New Arms Race
Department of Defense budget request of US$842 billion for 2024, increase of $26 billion over 2023 US lacks domestic production of 14 critical minerals, and import-reliant for more than 50% for 31 US military is driving investment and legislation for secure...
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.
PDAC key takeaways: mining goes long on optimism
PDAC key takeaways: mining goes long on optimism
PDAC, the world’s leading mining and mineral convention has ended – with over 23,000 attendees and 1,100 exhibitors this year — and countless deals. For investors, one theme dominated the convention, (cautious) optimism.
Agtech is the future of the fertilizer industry
Agtech is the future of the fertilizer industry
The global fertilizer market is forecast to grow 12% in 2022 to be worth more than US$193 billion, in comparison with 2021 — and increase to US$240 billion by 2030. This is where Agtech — agriculture technology — comes in, which...
Uranium: volatile share prices should not distract from fundamental market changes
Uranium: volatile share prices should not distract from fundamental market changes
Driven by powerful geopolitical and climate related trends, nuclear energy has finally moved out from the shadow cast by Fukushima and is bringing fundamental change to the uranium sector. 
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...

Follow for more

Twitter Linkedin Rss

Subscribe for the macro, so you can invest in the micro

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]

As seen on

Bloomberg
CNBC
CNN
WSJ
FT
MiningJournal
Reuters
bnn-bloomberg200px
the globe and mail logo
The Oregon Group Logo

© 2022 The Oregon Group.
All rights reserved

The Oregon Group

Categories

-

Stay connected

Twitter Linkedin Rss

Website by Blink

Apr 16, 2024
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
Apr 15, 2024
New mines take nearly 18 years to build in 2020-23
Apr 13, 2024
Gold: the real thing? (by Simon Catt)

SUBSCRIBE FOR INVESTMENT INSIGHTS

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

Our independent capital markets experts are sharing their boardroom expertise and institutional experience to help you profit and hedge your investment exposure during this time of unmissable opportunity.

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]