The Oregon Group
Critical Minerals and Energy.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 148 | Founded | 4 years ago | Last Issue | 15 days ago |
| Active | |||||
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theoregongroup.substack.comLatest Issues
Indonesia’s nickel dilemma is the West’s opportunity
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Indonesia’s nickel boom comes at cost: Indonesia now produces nearly two-thirds of the world’s refined nickel – up from just 6% a decade ago – but this rapid growth is fueled by coal-fired smelters and rainforest destruction
- global D...
Nuclear dominance by 2033: can America rebuild its uranium supply in 7 years?
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US Department of Energy launches Defense Production Act initiative to rebuild domestic nuclear fuel cycle, covering mining, milling, conversion, enrichment, deconversion, fabrication, recycling and reprocessing
- US uranium mines produ...
Why tungsten prices are rising so fast: inside the supply crunch
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tungsten prices surge to record levels, with Rotterdam APT trading at US$3,185/MTU, up 350% year-to-date and nearly 900% over 12 months
- China controls roughly 80% of global mine supply and dominates the downstream APT, powder and car...
Why the Strait of Hormuz crisis could drive copper price higher
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copper fell approx 10% the US and Israel launched strikes on Iran in late February, as markets priced in recession and inflation risk
- but higher oil prices, freight and mining costs, as well as tighter financing all raise the costs...
Disinformation war erupts in global mining
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mining under siege: coordinated disinformation campaigns now target mines worldwide; nearly 40% of monitored mines faced disruptive attacks, derailing operations and stock prices
- geopolitical game-changer: hybrid tactics – from Wagne...
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Critical minerals, geopolitics and energy.
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