The Oregon Group
Critical Minerals and Energy.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 154 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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theoregongroup.substack.comLatest Issues
Tungsten price shock signals deeper supply crisis
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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...
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...
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...
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Critical minerals, geopolitics and energy.
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