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Investment Insights. Stay Ahead.

Critical Minerals

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,...
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,...
Refining is the chokepoint
Refining is the chokepoint
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid, Russia's invasion of Ukraine and and escalating geopolitical tensions between China and the US. For example, the US Inflation Reduction...
Fluorspar: the EV critical mineral no one has heard of
Fluorspar: the EV critical mineral no one has heard of
Fluorspar may not have the name recognition (yet) of copper, lithium, nickel or cobalt, but a lithium-ion electric battery needs up to x5-10 more fluorspar than lithium. And, last year, prices hit record highs due to a supply shortage. The...
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...
Russia’s military scramble for African critical minerals
Russia’s military scramble for African critical minerals
On March 16, 2024, Niger’s military government announced it was breaking off with immediate effect its military cooperation with the US and revoked a military accord that allows US bases on its soil. The announcement came just days after a...
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
gallium and germanium are critical metals for semiconductors and military exports from China, world’s largest exporter, fell over 80% after restrictions the restrictions are the first in series of new critical mineral export controls China’s restrictions on all exports of...
The Energy Transition disrupted
The Energy Transition disrupted
The Oregon Group was set up to take advantage of a pivotal, once-in-a-lifetime opportunity to help investors stay ahead of the risks. And events are turning quickly. While our weekly analyses focus on the granular details, specific metals, individual policies,...
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...

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Critical Minerals

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,...
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,...
Refining is the chokepoint
Refining is the chokepoint
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid, Russia's invasion of Ukraine and and escalating geopolitical tensions between China and the US. For example, the US Inflation Reduction...
Fluorspar: the EV critical mineral no one has heard of
Fluorspar: the EV critical mineral no one has heard of
Fluorspar may not have the name recognition (yet) of copper, lithium, nickel or cobalt, but a lithium-ion electric battery needs up to x5-10 more fluorspar than lithium. And, last year, prices hit record highs due to a supply shortage. The...
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...
Russia’s military scramble for African critical minerals
Russia’s military scramble for African critical minerals
On March 16, 2024, Niger’s military government announced it was breaking off with immediate effect its military cooperation with the US and revoked a military accord that allows US bases on its soil. The announcement came just days after a...
US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
gallium and germanium are critical metals for semiconductors and military exports from China, world’s largest exporter, fell over 80% after restrictions the restrictions are the first in series of new critical mineral export controls China’s restrictions on all exports of...
The Energy Transition disrupted
The Energy Transition disrupted
The Oregon Group was set up to take advantage of a pivotal, once-in-a-lifetime opportunity to help investors stay ahead of the risks. And events are turning quickly. While our weekly analyses focus on the granular details, specific metals, individual policies,...
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...

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