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

Investment Insights. Stay Ahead.

Cobalt

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...
Critical mineral production becomes more geographically concentrated in 2023
Critical mineral production becomes more geographically concentrated in 2023
The geographic concentration of mining and refining of critical minerals has become increasingly concentrated last year — despite efforts by the West to diversify supply chains. According to the latest IEA Global Critical Minerals Outlook 2024 report, the easing of short-term...
Artificial Intelligence and the next critical mineral supercycle
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets....
Deep-sea mining is coming, whether the environmental lobby like it or not
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen and Volvo have called for deep-sea mining moratorium US claims area twice seize of California containing over “50 hard minerals”,...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
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...
How to invest in cobalt
How to invest in cobalt
https://youtu.be/RwMX9Z-HNn0 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...
Military rearmament is just getting started — without enough critical minerals
Military rearmament is just getting started — without enough critical minerals
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
Renewable Energy vs Interest Rates
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...
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
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...
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
The US’s ambitious plans to invest almost $1.6 trillion to counter climate change and update infrastructure will support demand worth almost $160 billion at today’s values for copper, cobalt, lithium, graphite and nickel by 2040.

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.

Cobalt

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...
Critical mineral production becomes more geographically concentrated in 2023
Critical mineral production becomes more geographically concentrated in 2023
The geographic concentration of mining and refining of critical minerals has become increasingly concentrated last year — despite efforts by the West to diversify supply chains. According to the latest IEA Global Critical Minerals Outlook 2024 report, the easing of short-term...
Artificial Intelligence and the next critical mineral supercycle
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets....
Deep-sea mining is coming, whether the environmental lobby like it or not
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen and Volvo have called for deep-sea mining moratorium US claims area twice seize of California containing over “50 hard minerals”,...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
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...
How to invest in cobalt
How to invest in cobalt
https://youtu.be/RwMX9Z-HNn0 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...
Military rearmament is just getting started — without enough critical minerals
Military rearmament is just getting started — without enough critical minerals
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
Renewable Energy vs Interest Rates
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...
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
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...
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
The US’s ambitious plans to invest almost $1.6 trillion to counter climate change and update infrastructure will support demand worth almost $160 billion at today’s values for copper, cobalt, lithium, graphite and nickel by 2040.

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.

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

Sep 09, 2024
The Art of Betting on Maybe, Junior Miners as an Options Trade
Aug 28, 2024
Why are antimony prices exploding
Aug 26, 2024
A Few Minutes With Peter Grandich and Guest, Anthony Milewski of The Oregon Group

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.