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The Oregon Group

Critical Minerals and Energy.

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PricingOnly free issuesPublishesWeekly
Issues157Founded4 years agoLast Issue17 days ago
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Latest Issues

The missile race is becoming a race for critical minerals

Sixteen days of the Iran war left coalition forces needing an estimated 4,000kg of tungsten just to replacing the expended gun ammunition — but US mines produced none of the metal in 2025 and, instead, China accounted for 79% of global tung...

17 days ago
23
6

Scandium: can new supply keep pace with defence and AI?

  • Lockheed Martin’s proposed purchases from NioCorp could reach 15 tonnes of scandium oxide annually, but the agreement is non-binding

    • Bloom Energy’s expanded Oracle partnership included 1.2 GW of contracted fuel-cell capacity, connect...
24 days ago
13

Uranium prices to hit all time highs?

We’ve just wrapped the World Nuclear Symposium in London, and we’ve been speaking “live” with CEOs and experts from across the uranium mining industry for our latest, in-depth Boom Bust BS podcast series on the state-of-play in the uranium...

2 months ago
44

Tungsten price shock signals deeper supply crisis

  • global first-use tungsten demand is forecast to rise from approx 162,000 tonnes WO₃ in 2025 to 180,000 tonnes in 2030 and 202,000 tonnes by 2035, according to a new S&P Global report

    • China produced 67,000 of the 85,000 tonnes of tung...
2 months ago
48
4

Why antimony’s supply crisis is far from over

By 2030, antimony smelters outside China will be able to meet only 73% of projected ex-China demand — and that’s only if every project currently announced is built.

There are three proposed smelters outside China and Russia (one in Oman an...

3 months ago
52
1

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