the oregon group logo
Search
Contact
About
The Green Room
Twitter Linkedin Youtube Rss

Critical Minerals and Energy Intelligence. Stay Ahead.

Nuclear Power

F3 Uranium: unlocking new discoveries in the Athabasca Basin
F3 Uranium: unlocking new discoveries in the Athabasca Basin
With uranium demand soaring amid a global nuclear energy resurgence, the Athabasca Basin is taking center stage as the cornerstone of Western uranium supply. Canada’s high-grade deposits — up to 100 times richer than global averages — are now critical...
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...
Fortress North America: a uranium alliance
Fortress North America: a uranium alliance
Canada has proposed a deeper critical mineral alliance with the US in response to President Donald Trump threats to impose a 25% tariff on all Canadian imports. The initiative would pave the way for a "Fortress North America" strategy on...
90GW of new nuclear capacity needed to meet data center energy demand expected by 2030 
90GW of new nuclear capacity needed to meet data center energy demand expected by 2030 
An additional 85-90 GW of new nuclear power capacity is needed, from 2023 levels, to power expected data center energy demand growth expected by 2030 — but less than 10% will be available across the world. The latest analysis by Goldman...
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Canada’s Athabasca basin has the highest grade uranium deposits in the world, with grades up to x100 higher than averages mined elsewhere in the world. And now, the region is at the center of a geopolitical struggle to secure the...
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta, formerly Facebook, has announced plans to add 1-4GW of new nuclear energy capacity in the US in the early 2030s. Meta states the new power is needed: to provide Meta’s future energy needs, in particular data centers for artificial...
Russia bans enriched uranium to US
Russia bans enriched uranium to US
The Russian government has announced "temporary restrictions" on exports of enriched uranium to the US — but no timeline has been given for when the restrictions might be removed. The ban is reportedly in response to US restrictions on imports of...
US to deploy 200GW of new nuclear energy by 2050
US to deploy 200GW of new nuclear energy by 2050
President Biden has established domestic nuclear energy deployment targets to at least triple current US capacity (based on 2020 numbers) by 2050. The new framework is "an ambitious, first-of-its-kind framework" including: building new nuclear power plants uprating existing reactors restarting...
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...
Nuclear Energy is back
Nuclear Energy is back
We are experiencing an historic moment in nuclear energy. About 60 reactors are under construction across the world, and at least another 110 are planned. To put into context, there are about 440 nuclear power reactors currently operating globally. Global nuclear...
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...
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...

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.

Nuclear Power

F3 Uranium: unlocking new discoveries in the Athabasca Basin
F3 Uranium: unlocking new discoveries in the Athabasca Basin
With uranium demand soaring amid a global nuclear energy resurgence, the Athabasca Basin is taking center stage as the cornerstone of Western uranium supply. Canada’s high-grade deposits — up to 100 times richer than global averages — are now critical...
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...
Fortress North America: a uranium alliance
Fortress North America: a uranium alliance
Canada has proposed a deeper critical mineral alliance with the US in response to President Donald Trump threats to impose a 25% tariff on all Canadian imports. The initiative would pave the way for a "Fortress North America" strategy on...
90GW of new nuclear capacity needed to meet data center energy demand expected by 2030 
90GW of new nuclear capacity needed to meet data center energy demand expected by 2030 
An additional 85-90 GW of new nuclear power capacity is needed, from 2023 levels, to power expected data center energy demand growth expected by 2030 — but less than 10% will be available across the world. The latest analysis by Goldman...
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Canada’s Athabasca basin has the highest grade uranium deposits in the world, with grades up to x100 higher than averages mined elsewhere in the world. And now, the region is at the center of a geopolitical struggle to secure the...
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta, formerly Facebook, has announced plans to add 1-4GW of new nuclear energy capacity in the US in the early 2030s. Meta states the new power is needed: to provide Meta’s future energy needs, in particular data centers for artificial...
Russia bans enriched uranium to US
Russia bans enriched uranium to US
The Russian government has announced "temporary restrictions" on exports of enriched uranium to the US — but no timeline has been given for when the restrictions might be removed. The ban is reportedly in response to US restrictions on imports of...
US to deploy 200GW of new nuclear energy by 2050
US to deploy 200GW of new nuclear energy by 2050
President Biden has established domestic nuclear energy deployment targets to at least triple current US capacity (based on 2020 numbers) by 2050. The new framework is "an ambitious, first-of-its-kind framework" including: building new nuclear power plants uprating existing reactors restarting...
US needs to triple uranium supply to support 300 GW of nuclear capacity
US needs to triple uranium supply to support 300 GW of nuclear capacity
US nuclear capacity needs — and has the potential — to triple from 100 GW in 2024 to 300 GW by 2050, according to a new report by the US Department of Energy. This would mean a significant increase in uranium supply:...
Nuclear Energy is back
Nuclear Energy is back
We are experiencing an historic moment in nuclear energy. About 60 reactors are under construction across the world, and at least another 110 are planned. To put into context, there are about 440 nuclear power reactors currently operating globally. Global nuclear...
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...
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...

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

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

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.