The Oregon Group
The Oregon GroupCritical Minerals and Energy.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 138 | Subscribers | Read | theoregongroup.substack.com |
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| #35 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
* the Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the feedstock for sulphuric acid used across nickel, copper and fertilizer supply chains
Data centres are looking upstream for Canada’s uranium
Canada’s NexGen Energy’s CEO has revealed the company is in talks with data-centre providers to help finance a new mine to secure long-term uranium supply for nuclear plants powering AI data centres.
Canada’s rise in global copper supply chains
As the price of copper soars over global supply-demand concerns, more than US$5 billion dollars worth of investment have been announced in Canadian copper projects in 2025 — with more expected in the coming year:
Namibia’s strategic ascent in the global uranium supply chain
Namibia’s Strategic Ascent in the Global Uranium Supply Chain
Authors
The writers behind this newsletter.
Critical minerals, geopolitics and energy.
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