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The Oregon Group

@TheOregonGroup

Critical Minerals | Energy | Geopolitics | Tech and AI | Crypto

 NOT financial advice
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Joined May 2022
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Our investment insights are sourced from a network of some of the world’s most successful commodities traders, fund managers, geo-political experts, miners, metallurgists and scientists. Subscribe for exclusive investor insights: theoregongroup.com/subscribe… #investment #investing
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Welcome to The Oregon Group. News and intelligence on critical minerals, mining, energy, geopolitics and tech. Stay ahead.

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The Oregon Group retweeted
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@TheOregonGroup15h
Glencore’s #cobalt output falls 52% in nine months under Congo quotas 🚫 FULL STORY: theoregongroup.com/latest-ne… #mining #miningnews #energy #electricbatteries
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Rio Tinto’s biggest #copper mine, Oyu Tolgoi, halts underground mining after seismic event ⛏️ Oyu Tolgoi produced 345,000 tonnes of copper in 2025, about 1.5% of world mine output of 23.2 million tonnes theoregongroup.com/latest-ne… #mining #miningnews
Rio Tinto's biggest copper mine, Oyu Tolgoi, halts underground mining after seismic event - The...

Rio Tinto's biggest copper mine, Oyu Tolgoi, halts underground mining after seismic event - The...

Rio Tinto has paused underground operations at its Oyu Tolgoi copper-gold mine in Mongolia after a seismic event injured workers.

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Glencore’s #cobalt output falls 52% in nine months under Congo quotas 🚫 FULL STORY: theoregongroup.com/latest-ne… #mining #miningnews #energy #electricbatteries
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Rio Tinto’s biggest #copper mine, Oyu Tolgoi, halts underground mining after seismic event ⛏️ Oyu Tolgoi produced 345,000 tonnes of copper in 2025, about 1.5% of world mine output of 23.2 million tonnes theoregongroup.com/latest-ne… #mining #miningnews
Rio Tinto's biggest copper mine, Oyu Tolgoi, halts underground mining after seismic event - The...

Rio Tinto's biggest copper mine, Oyu Tolgoi, halts underground mining after seismic event - The...

Rio Tinto has paused underground operations at its Oyu Tolgoi copper-gold mine in Mongolia after a seismic event injured workers.

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The Oregon Group retweeted
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The Oregon Group
@TheOregonGroupOct 29
World Bank sees metals prices up 25% in 2026 as #copper, #aluminium, #tin hit records 📈 2026 average price forecasts, all records: Tin: US$51,000/t, +49.7% Copper: US$13,200/t, +32.7% (2027: US$13,000, up from US$11,000 in April) Aluminium: US$3,250/t, +23.5% Zinc: US$3,500/t, +22% LATEST NEWS: theoregongroup.com/latest-ne… #mining #miningnews #criticalminerals
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World Bank sees metals prices up 25% in 2026 as #copper, #aluminium, #tin hit records 📈 2026 average price forecasts, all records: Tin: US$51,000/t, +49.7% Copper: US$13,200/t, +32.7% (2027: US$13,000, up from US$11,000 in April) Aluminium: US$3,250/t, +23.5% Zinc: US$3,500/t, +22% LATEST NEWS: theoregongroup.com/latest-ne… #mining #miningnews #criticalminerals
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While everyone's attention was on UK's #JackDaw North Sea gas field approval — the next day, the govt invested in restarting #tin mining in Cornwall ⛏️ theoregongroup.com/latest-ne… #miningnews

UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028 - The Oregon Group

The UK's state-owned National Wealth Fund is putting US$55.7m (£41.7m) into Cornish Metals' US$180m (£135m) raise to restart South Crofty tin mine.

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@TheOregonGroupOct 27
World will need $360 billion of new #copper mines by 2050 ⛏️📈 @payneinstitute and @BloombergNEF both estimate ranges from $300 billion - $545 billion will be needed to meet global copper demand. READ MORE: theoregongroup.com/latest-ne… #mining #miningnews #criticalminerals
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World will need $360 billion of new #copper mines by 2050 ⛏️📈 @payneinstitute and @BloombergNEF both estimate ranges from $300 billion - $545 billion will be needed to meet global copper demand. READ MORE: theoregongroup.com/latest-ne… #mining #miningnews #criticalminerals
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@TheOregonGroupOct 26
⛏️ The UK’s state-owned National Wealth Fund (NWF) is putting US$55.7m (£41.7m) into Cornish Metals @CornishMetals , the largest single investment in a US$180m (£135m) raise to restart #tin mining in Cornwall by mid-2028. theoregongroup.com/latest-ne… #mining

UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028 - The Oregon Group

The UK's state-owned National Wealth Fund is putting US$55.7m (£41.7m) into Cornish Metals' US$180m (£135m) raise to restart South Crofty tin mine.

theoregongroup.com
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⛏️ The UK’s state-owned National Wealth Fund (NWF) is putting US$55.7m (£41.7m) into Cornish Metals @CornishMetals , the largest single investment in a US$180m (£135m) raise to restart #tin mining in Cornwall by mid-2028. theoregongroup.com/latest-ne… #mining

UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028 - The Oregon Group

The UK's state-owned National Wealth Fund is putting US$55.7m (£41.7m) into Cornish Metals' US$180m (£135m) raise to restart South Crofty tin mine.

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The Oregon Group retweeted
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@TheOregonGroupOct 26
Reports of "coodinated cuts" in #Indonesia’s biggest #nickel hub ✂️⛏️ theoregongroup.com/latest-ne… #criticalminerals #mining #miningnews
Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low - The Oregon Group

Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low - The Oregon Group

Nickel Industries says Morowali producers will coordinate output cuts, as Chinese operators reportedly weigh halving MHP and cutting NPI by 20%.

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Reports of "coodinated cuts" in #Indonesia’s biggest #nickel hub ✂️⛏️ theoregongroup.com/latest-ne… #criticalminerals #mining #miningnews
Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low - The Oregon Group

Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low - The Oregon Group

Nickel Industries says Morowali producers will coordinate output cuts, as Chinese operators reportedly weigh halving MHP and cutting NPI by 20%.

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ICYMI 👇 the announcement comes after #Iran strikes on #Qatar’s Ras Laffan complex in March removed up to 35% of the world’s #helium supply 💥 theoregongroup.com/latest-ne… #criticalminerals #IranWar #StraitofHormuz #MiddleEast
US adds helium to critical materials list - The Oregon Group

US adds helium to critical materials list - The Oregon Group

The US Department of Energy has added helium to its Critical Material List, citing chipmaking, as Qatar's outage triples helium spot prices.

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Our analysis on how the #Helium crisis puts US in control of semiconductor supply chain 🤖 theoregongroup.com/commoditi…
Helium crisis puts US in control of semiconductor supply chain - The Oregon Group

Helium crisis puts US in control of semiconductor supply chain - The Oregon Group

If we say helium, you say “balloons” — yet party balloons make up less than 10% of helium’s use across semiconductors, rocket launches, aerospace, and medical

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@A_MilewskiOct 24
theoregongroup.com/latest-ne…
US adds helium to critical materials list - The Oregon Group

US adds helium to critical materials list - The Oregon Group

The US Department of Energy has added helium to its Critical Material List, citing chipmaking, as Qatar's outage triples helium spot prices.

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@TheOregonGroupOct 23
#US adds #helium to critical materials list 💥 theoregongroup.com/latest-ne…
US adds helium to critical materials list - The Oregon Group

US adds helium to critical materials list - The Oregon Group

The US Department of Energy has added helium to its Critical Material List, citing chipmaking, as Qatar's outage triples helium spot prices.

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#US adds #helium to critical materials list 💥 theoregongroup.com/latest-ne…
US adds helium to critical materials list - The Oregon Group

US adds helium to critical materials list - The Oregon Group

The US Department of Energy has added helium to its Critical Material List, citing chipmaking, as Qatar's outage triples helium spot prices.

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Coalition forces expended more than 11,000 munitions in the first 16 days of the #IranWar... ... replenishing those arsenals will require secure access to a wide range #criticalminerals — from #antimony to #copper, #rareearths to #titanium ⛏️ theoregongroup.com/commoditi… #mining
The missile race is becoming a race for critical minerals - The Oregon Group

The missile race is becoming a race for critical minerals - The Oregon Group

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

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@TheOregonGroupOct 23
Trump reaches for the #criticalminerals playbook to expand US #oil production and refining 🛢️⛽ #NationalSecurity ➡️ #Energy 🤝 #CriticalMinerals theoregongroup.com/latest-ne… #OOTT #oilprice #mining #miningnews
Trump's critical mineral playbook comes to oil as US braces for long Iran war - The Oregon Group

Trump's critical mineral playbook comes to oil as US braces for long Iran war - The Oregon Group

President Donald Trump has ordered the Pentagon to use the Defense Production Act to expand US oil production, refining, pipelines and storage — extending to petroleum the toolkit Washington has used...

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