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Critical Minerals and Energy Intelligence. Stay Ahead.

Mining

How new tech is disrupting uranium exploration in the Athabasca Basin
How new tech is disrupting uranium exploration in the Athabasca Basin
Canada's Athabasca Basin supplies 20% of global uranium supply with ore grades up to x100 higher than global averages — making it a cornerstone of Western uranium security. And demand is forecast to triple by 2040 as nuclear capacity is...
Boom, Bust and BS are back from PDAC
Boom, Bust and BS are back from PDAC
https://youtu.be/5a5vHNUDLZQ EPISODE 2. Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC, including the highlights, opportunities and challenges the mining industry faces in 2025.
Boom, Bust and BS are headed to PDAC
Boom, Bust and BS are headed to PDAC
https://youtu.be/tG4xv-gec1w Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC. Will it be a boom or bust, and how to see through the BS.
Congo, world’s largest cobalt producer, suspends exports
Congo, world’s largest cobalt producer, suspends exports
The Democratic Republic of Congo (DRC) has announced an immediate halt of cobalt exports for four months, due to an oversupply of the market which has driven prices down. According to a Bloomberg report, the measures came into force on...
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
PT Gunbuster Nickel Industry, a US$3 billion China-backed nickel smelter in Indonesia, has reportedly cut production and is at risk of shutting down. The facility, one of the largest smelters in Indonesia, has capacity to produce 1.8 million tons of...
Nickel is down, but far from out — why the nickel market is stronger than you think
Nickel is down, but far from out — why the nickel market is stronger than you think
Q&A with Canada Nickel CEO, Mark Selby. Nickel demand is surging, driven by its critical role in electric vehicle (EV) batteries, stainless steel, and defense applications. Yet, the global supply chain is increasingly concentrated in Indonesia and controlled by Chinese...
Mining in the US, a shift in the winds? (Guest post by Steve Dunn)
Mining in the US, a shift in the winds? (Guest post by Steve Dunn)
Stephen Dunn is President and CEO of US Copper Corp, a company focused on reviving copper mining operations in Northern California. With over 30 years of experience in the investment and mining industries, Dunn has held various leadership roles, including...
The Oregon Group launches The Green Room
The Oregon Group launches The Green Room
The Oregon Group is pleased to announce the launch of The Green Room, where we present and connect investors with EXCLUSIVE, PREMIUM, EXCITING new deals. An investment platform for mining and commodity investors, The Green Room is the next step on our commitment...
Notes from Mining Indaba, thoughts about the market and making money in 2025
Notes from Mining Indaba, thoughts about the market and making money in 2025
Last week I found myself at a cocktail event in Camps Bay hosted by a large mining private equity firm, an Indaba tradition. As I stood looking out over the blue ocean with sea birds floating in the sky on...
A chance encounter in Wyoming unearths a uranium treasure
A chance encounter in Wyoming unearths a uranium treasure
Pete Smith, who had just optioned a relatively unknown uranium project at Wyoming's Copper Mountain, was driving through rural cowboy country, when he met a rancher on the side of the road. They shook hands and Pete updated the rancher...
Tungsten supply crisis threatens defense and tech industries
Tungsten supply crisis threatens defense and tech industries
China has announced new export controls on 25 rare metals, including tungsten, in retaliation to a new 10% tariff by Trump on all US imports from China. The problem: China dominates global tungsten supply — accounting for more than 80% of...
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Guest post: Craig Shesky is the Chief Financial Officer of The Metals Company, a leader in exploring and responsibly developing critical minerals from seafloor polymetallic nodules. In my career as a hedge fund investor, I learned that the most lucrative...

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Mining

How new tech is disrupting uranium exploration in the Athabasca Basin
How new tech is disrupting uranium exploration in the Athabasca Basin
Canada's Athabasca Basin supplies 20% of global uranium supply with ore grades up to x100 higher than global averages — making it a cornerstone of Western uranium security. And demand is forecast to triple by 2040 as nuclear capacity is...
Boom, Bust and BS are back from PDAC
Boom, Bust and BS are back from PDAC
https://youtu.be/5a5vHNUDLZQ EPISODE 2. Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC, including the highlights, opportunities and challenges the mining industry faces in 2025.
Boom, Bust and BS are headed to PDAC
Boom, Bust and BS are headed to PDAC
https://youtu.be/tG4xv-gec1w Welcome to The Oregon Group's new podcast. This week, Anthony Milewski and Christian Purefoy sit down to talk PDAC. Will it be a boom or bust, and how to see through the BS.
Congo, world’s largest cobalt producer, suspends exports
Congo, world’s largest cobalt producer, suspends exports
The Democratic Republic of Congo (DRC) has announced an immediate halt of cobalt exports for four months, due to an oversupply of the market which has driven prices down. According to a Bloomberg report, the measures came into force on...
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
One of largest nickel smelters in Indonesia faces shutdown, threatens supply
PT Gunbuster Nickel Industry, a US$3 billion China-backed nickel smelter in Indonesia, has reportedly cut production and is at risk of shutting down. The facility, one of the largest smelters in Indonesia, has capacity to produce 1.8 million tons of...
Nickel is down, but far from out — why the nickel market is stronger than you think
Nickel is down, but far from out — why the nickel market is stronger than you think
Q&A with Canada Nickel CEO, Mark Selby. Nickel demand is surging, driven by its critical role in electric vehicle (EV) batteries, stainless steel, and defense applications. Yet, the global supply chain is increasingly concentrated in Indonesia and controlled by Chinese...
Mining in the US, a shift in the winds? (Guest post by Steve Dunn)
Mining in the US, a shift in the winds? (Guest post by Steve Dunn)
Stephen Dunn is President and CEO of US Copper Corp, a company focused on reviving copper mining operations in Northern California. With over 30 years of experience in the investment and mining industries, Dunn has held various leadership roles, including...
The Oregon Group launches The Green Room
The Oregon Group launches The Green Room
The Oregon Group is pleased to announce the launch of The Green Room, where we present and connect investors with EXCLUSIVE, PREMIUM, EXCITING new deals. An investment platform for mining and commodity investors, The Green Room is the next step on our commitment...
Notes from Mining Indaba, thoughts about the market and making money in 2025
Notes from Mining Indaba, thoughts about the market and making money in 2025
Last week I found myself at a cocktail event in Camps Bay hosted by a large mining private equity firm, an Indaba tradition. As I stood looking out over the blue ocean with sea birds floating in the sky on...
A chance encounter in Wyoming unearths a uranium treasure
A chance encounter in Wyoming unearths a uranium treasure
Pete Smith, who had just optioned a relatively unknown uranium project at Wyoming's Copper Mountain, was driving through rural cowboy country, when he met a rancher on the side of the road. They shook hands and Pete updated the rancher...
Tungsten supply crisis threatens defense and tech industries
Tungsten supply crisis threatens defense and tech industries
China has announced new export controls on 25 rare metals, including tungsten, in retaliation to a new 10% tariff by Trump on all US imports from China. The problem: China dominates global tungsten supply — accounting for more than 80% of...
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Guest post: Craig Shesky is the Chief Financial Officer of The Metals Company, a leader in exploring and responsibly developing critical minerals from seafloor polymetallic nodules. In my career as a hedge fund investor, I learned that the most lucrative...

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Mar 19, 2025
How new tech is disrupting uranium exploration in the Athabasca Basin
Mar 17, 2025
Tin price hit 3-year high on Congo supply disruption
Mar 14, 2025
Making smarter marketing moves: data-driven decision making in marketing campaigns for public mining companies

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