The Oregon Group
Critical Minerals and Energy.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 152 | Founded | 4 years ago | Last Issue | 17 days ago |
| Active | |||||
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theoregongroup.substack.comLatest Issues
Canada’s copper premium (location, location, location)
Goldman Sachs has increased its forecast for the 2026 refined-copper deficit outside the US by more than tenfold, from 60,000 tonnes to 640,000 tonnes (and 170,000 tonnes in 2027) — after cutting its global mine-supply estimate by 350,000 t...
Space mining no longer out of this world
Within days of its IPO, SpaceX’s market value was pushing toward US$3 trillion, putting a public-market valuation on reusable rocket launches as the infrastructure layer for the next space economy — and, suddenly, space mining looks a littl...
Aluminium on the frontline of America’s energy war
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the aluminium energy war is already visible in prices: the LME aluminium benchmark hit US$3,707.50 per tonne on June 1, a four-year high, as Middle East supply risk escalated
- the biggest producers have little spare room: China produc...
America’s Mineral Awakening: onshoring supply chains, rebuilding industry, and the race for mineral independence
Guest post by Brian Paes-Braga, Founder, Chairman and CEO, The Metals Royalty Company (NASDAQ: TMCR)
Mr. Brian Paes-Braga is a Canadian-born entrepreneur and merchant banking executive. He was the Founder and CEO of Lithium X Energy, which...
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...
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Critical minerals, geopolitics and energy.
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