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Investment Insights. Stay Ahead.

Environmental Commodities

What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
The year the energy transition began
The year the energy transition began
war in Ukraine is catalyst on underinvestment in energy and commodities China, deglobalization and energy transition driving commodity prices mining industry needs record investment soon to meet coming demand The Oregon Group was set up to take advantage of a pivotal,...
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. 
Cobalt headed lower over summer, but higher in long term
Cobalt headed lower over summer, but higher in long term
The price of cobalt has been close to record highs not seen since the surge of 300% in 2018. A fall is coming but, this time, the fundamentals mean the price could spring back and stay higher, for longer.
Understanding Nickel Prices; What Comes Next
Understanding Nickel Prices; What Comes Next
Last year, China turned the nickel market on its head after the world’s biggest stainless-steel producer, Tsingshan Holding Group, agreed to supply about 100,000 tonnes of matte (containing approximately 65-75% Ni) to Huayou Cobalt and battery materials maker CNGR Advanced...
An Introduction to Environmental Commodities
An Introduction to Environmental Commodities
What are environmental commodities, and how can investors get exposure to this growing market? Carbon credits, carbon offsets, renewable energy credits, weather derivatives, water markets … an increasing number of market mechanisms are now part of the fight against climate change. They...
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt has seen wild price swings in the past — is this time different? Following a 60 percent gain over the past three months, the price of cobalt has pulled back from a recent high of US$25 per pound to...

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Environmental Commodities

What would “Peak Green” mean for commodity investors
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
The year the energy transition began
The year the energy transition began
war in Ukraine is catalyst on underinvestment in energy and commodities China, deglobalization and energy transition driving commodity prices mining industry needs record investment soon to meet coming demand The Oregon Group was set up to take advantage of a pivotal,...
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. 
Cobalt headed lower over summer, but higher in long term
Cobalt headed lower over summer, but higher in long term
The price of cobalt has been close to record highs not seen since the surge of 300% in 2018. A fall is coming but, this time, the fundamentals mean the price could spring back and stay higher, for longer.
Understanding Nickel Prices; What Comes Next
Understanding Nickel Prices; What Comes Next
Last year, China turned the nickel market on its head after the world’s biggest stainless-steel producer, Tsingshan Holding Group, agreed to supply about 100,000 tonnes of matte (containing approximately 65-75% Ni) to Huayou Cobalt and battery materials maker CNGR Advanced...
An Introduction to Environmental Commodities
An Introduction to Environmental Commodities
What are environmental commodities, and how can investors get exposure to this growing market? Carbon credits, carbon offsets, renewable energy credits, weather derivatives, water markets … an increasing number of market mechanisms are now part of the fight against climate change. They...
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt’s 3 Month Price Hike a Sign of Things to Come?
Cobalt has seen wild price swings in the past — is this time different? Following a 60 percent gain over the past three months, the price of cobalt has pulled back from a recent high of US$25 per pound to...

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Oct 15, 2024
80% of US financial support to mining industry is for new mine development
Oct 14, 2024
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Oct 13, 2024
Tin & Antimony: Supply, Demand, and Challenges

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