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Investment Insights. Stay Ahead.

Ukraine

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...
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...
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...
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,...
Aluminium supply shutting down as demand set to rise
Aluminium supply shutting down as demand set to rise
Aluminium prices spiked to 30 year highs in March this year and, despite falling back, are still at 20 year highs. We expect significant volatility in the market over the next few years, but prices will stay high in the...
America sets sails to meet global LNG demand
America sets sails to meet global LNG demand
In 2022, America became the world’s largest exporter of liquified natural gas (LNG). It is a unique opportunity for investors, with demand for US LNG forecast to more than double by 2030 as global demand is expected to rise nearly...
The long-term answer to inflation is the energy transition
The long-term answer to inflation is the energy transition
Inflation, hitting 9.1% in June, is at its highest level for over forty years in the US, as well as hitting other major economies across the world. Simply put, the value of your wealth is being eroded with very few...
Overhauling the global gas network
Overhauling the global gas network
The soaring cost of natural gas has sparked emergency measures in the West that will overhaul the global natural gas network. What does this mean for investors?
AgTech, can technology feed the world?
AgTech, can technology feed the world?
As a series of crises spike food prices, threatening economic and political stability across the world, new opportunities in the enormous and complex global food and agriculture industry — worth an estimated US$5 trillion — are opening up. So where should...
Oil is back, which is good news for the energy transition
Oil is back, which is good news for the energy transition
The world’s most valuable company is no longer Apple, but the oil giant Saudi Aramco. Tech stocks are down and the price of oil is up, well over US$100/barrel. There are bigger problems than the war in Ukraine that will keep...
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...
Can the West compete with China’s metal might?
Can the West compete with China’s metal might?
Last year, I wrote an op-ed for The Northern Miner – one of the world’s oldest and most respected mining trade publications – that discussed the geopolitical tensions present in the mining industry. This was obviously pre-Ukraine War, but I...

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Ukraine

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...
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...
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...
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,...
Aluminium supply shutting down as demand set to rise
Aluminium supply shutting down as demand set to rise
Aluminium prices spiked to 30 year highs in March this year and, despite falling back, are still at 20 year highs. We expect significant volatility in the market over the next few years, but prices will stay high in the...
America sets sails to meet global LNG demand
America sets sails to meet global LNG demand
In 2022, America became the world’s largest exporter of liquified natural gas (LNG). It is a unique opportunity for investors, with demand for US LNG forecast to more than double by 2030 as global demand is expected to rise nearly...
The long-term answer to inflation is the energy transition
The long-term answer to inflation is the energy transition
Inflation, hitting 9.1% in June, is at its highest level for over forty years in the US, as well as hitting other major economies across the world. Simply put, the value of your wealth is being eroded with very few...
Overhauling the global gas network
Overhauling the global gas network
The soaring cost of natural gas has sparked emergency measures in the West that will overhaul the global natural gas network. What does this mean for investors?
AgTech, can technology feed the world?
AgTech, can technology feed the world?
As a series of crises spike food prices, threatening economic and political stability across the world, new opportunities in the enormous and complex global food and agriculture industry — worth an estimated US$5 trillion — are opening up. So where should...
Oil is back, which is good news for the energy transition
Oil is back, which is good news for the energy transition
The world’s most valuable company is no longer Apple, but the oil giant Saudi Aramco. Tech stocks are down and the price of oil is up, well over US$100/barrel. There are bigger problems than the war in Ukraine that will keep...
Is Deglobalization Happening?
Is Deglobalization Happening?
The Ukraine war has accelerated trends that were first started by the Covid-19 pandemic. Does this mean we are now in a period of deglobalization? If so, the impact on investors will be far reaching as the framework for global...
Can the West compete with China’s metal might?
Can the West compete with China’s metal might?
Last year, I wrote an op-ed for The Northern Miner – one of the world’s oldest and most respected mining trade publications – that discussed the geopolitical tensions present in the mining industry. This was obviously pre-Ukraine War, but I...

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