the oregon group logo

Investment Insights. Stay Ahead.

Understanding the Carbon Market Opportunity with Anthony Milewski | Dig Deep The Mining Podcast

In this episode, we chat with Anthony Milewski, Chairman of Nickel 28, an innovative battery metal-focused investment vehicle. Nickel 28´s current main focus is on metal streaming and royalty agreements. They offer investors exposure to the metals that are integral to the key technologies that the electric vehicle and energy storage markets need. Anthony is an entrepreneur with a background in Finance and Law. So, apart from talking about Nickel 28, he discusses and informs us about carbon credits and carbon footprints. In particular, how its introduction into the mining industry is changing the way things are done.


✅ Get in early with metals and commodities.

✅ Understandably, demand for the metals that go into batteries is set to grow fast.

✅ With the streaming and royalty model, you have exposure to the commodity price but have no operating exposure.

✅ Diversifying across assets and jurisdictions has benefits.

✅ Royalty agreements secure investors a % of revenue. There are many different permutations to consider.

✅ Streaming is linked in some way to the physical commodity. Anthony explains in more detail, in the podcast.

✅ There are two markets for carbon (emissions markets). The regulated and the voluntary markets.

✅ The voluntary market is set to dwarf the regulated market. Anthony covers how the voluntary market in detail.

✅ ESG standards mean that most mining companies will be involved in the carbon market.

✅ Supply and demand dictate the price of carbon credits.

✅ The price of carbon keeps going up, which makes it a potentially good investment.

✅ Carbon will become an important feature of the balance sheet.

✅ Carbon footprint is set to become a significant part of any investor’s decision process.

✅ Anthony explains why the price of nickel is likely to rise.


🟠 “Try to invest in the metals and commodities early on”.

🟠 “Carbon is going to become an important feature of the balance sheet”.


The Oregon Group has full editorial control over all content published on this website and the author has not been compensated or remunerated by any person to provide content for The Oregon Group, and all statements and expressions herein are the sole opinion of The Oregon Group. However, from time to time, The Oregon Group and its directors, officers, partners, employees, authors, or members of their families, as well as persons who are interviewed for articles on this website, may have a long or short position in securities or commodities mentioned and may make purchases and/or sales of those securities or commodities in the open market or otherwise. By accessing and using this website, readers are cautioned to assume that each of the foregoing persons may have a financial interest in all companies and sectors mentioned on this website. Any projections, market outlooks or estimates herein are forward looking statements and are inherently unreliable., and any such statements are based upon certain assumptions and should not be construed to be indicative of the actual events that will occur.  Other events that were not taken into account may occur and may significantly affect the returns or performance of the securities or commodities discussed herein. The information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and The Oregon Group undertakes no obligation to correct, update or revise the information in this document or to otherwise provide any additional material. The information provided on this website is for informational purposes only and is not, directly or indirectly, an offer, solicitation of an offer and/or a recommendation to buy or sell any security or commodity, and the information provided on this website should not be construed as any advice or an opinion as to the price at which the securities of any company or commodity may trade at any time. The Oregon Group is a publisher of financial information, not an investment advisor.  We do not provide personalized or individualized investment advice or information that is tailored to the needs of any particular recipient, and the information provided on this website is not and should not be construed as personal, financial, investment or professional advice. Readers are cautioned to always do their own research and review of publicly available information and to consult their professional and registered advisors before purchasing or selling any securities or commodities and should not rely on the information contained herein. Neither The Oregon Group nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. By using the Site or any affiliated social media account, you are indicating your consent and agreement to this disclaimer and our terms of use. Unauthorized reproduction of this newsletter or its contents by photocopy, facsimile or any other means is illegal and punishable by law.

Share this article

about the author

Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.


Subscribe for Investment Insights. Stay Ahead.

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]


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.

[mepr-membership-registration-form id="4595"]