The Oregon Group
@TheOregonGroup
Followers
3K
Following
2K
Media
1K
Statuses
3K
Critical Minerals | Energy | Geopolitics | Tech and AI | Crypto
NOT financial advice
Joined May 2022
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: #investment #investing.
theoregongroup.com
Welcome to The Oregon Group. News and intelligence on critical minerals, mining, energy, geopolitics and tech. Stay ahead.
2
2
20
📋 #US proposes major update to #CriticalMineral list:. IN ➡️ #Copper #Silver #Silicon #Potash #Rhenium #Lead .OUT ⬅️ #arsenic #tellurium . #mining.
theoregongroup.com
The US Department of the Interior has released the draft 2025 List of Critical Minerals adding six new minerals while phasing out others. To be included:
0
0
1
RT @TheOregonGroup: Pentagon planning to stockpile $500m worth of #cobalt . #Mining #MiningNews #MiningSector.
theoregongroup.com
The Pentagon’s Defense Logistics Agency (DLA) has issued a five-year tender for up to 7,500 t of alloy-grade cobalt, its first cobalt purchase since 1990,
0
6
0
RT @BrianJepsen3: #Uranium.#Nuclear. Google to invest in 50MW Advanced Nuclear Reactor project in Tennessee to power data center growth. ht….
theoregongroup.com
Google has partnered with Kairos Power and the Tennessee Valley Authority (TVA) to deploy the US’ first utility-scale Generation IV nuclear reactor.
0
1
0
RT @TheOregonGroup: Google to invest in 50MW Advanced Nuclear Reactor project in US to power data center growth — as part of broader initia….
theoregongroup.com
Google has partnered with Kairos Power and the Tennessee Valley Authority (TVA) to deploy the US’ first utility-scale Generation IV nuclear reactor.
0
2
0
Google to invest in 50MW Advanced Nuclear Reactor project in US to power data center growth — as part of broader initiative to 500 MW of advanced #nuclearenergy ☢️. #uranium 📈. #NuclearPower.
theoregongroup.com
Google has partnered with Kairos Power and the Tennessee Valley Authority (TVA) to deploy the US’ first utility-scale Generation IV nuclear reactor.
1
2
7
RT @TheOregonGroup: 🔋⚡️ #BatteryMetals demand to soar 4x by 2040. ⛏️ 15M tons of #copper.⛏️ 7M tons of #lithium.⛏️ 12M tons of #aluminum….
theoregongroup.com
Global demand for battery metals is forecast to x4 over the next 15 years, even as near-term growth moderates, according to BloombergNEF’s latest Electric
0
5
0
🔋⚡️ #BatteryMetals demand to soar 4x by 2040. ⛏️ 15M tons of #copper.⛏️ 7M tons of #lithium.⛏️ 12M tons of #aluminum. #electricbatteries #electricvehicles #mining #miningnews.
theoregongroup.com
Global demand for battery metals is forecast to x4 over the next 15 years, even as near-term growth moderates, according to BloombergNEF’s latest Electric
1
5
7
RT @TheOregonGroup: #China tells foreign companies not to hoard #RareEarths. Rare Earths are the West’s big test: can mining policy break….
0
7
0
#China tells foreign companies not to hoard #RareEarths. Rare Earths are the West’s big test: can mining policy break China’s grip? 🤜🤛. 📣 Our latest analysis: #mining #miningnews #TradeWar
1
7
7
RT @guillaumeMerig: US announces US$1 billion to secure critical mineral supply - The Oregon Group - Critical Minerals and Energy Intellige….
theoregongroup.com
The US Department of Energy has announced plans to deploy nearly US$1 billion in new funding opportunities to build out America’s domestic critical minerals
0
2
0
RT @TheOregonGroup: #US dependency on imported #TitaniumSponge hit 100% in 2023, as #China controls 67% of global supply. The global #Trad….
0
3
0
RT @TheOregonGroup: 🚨 US announces US$1 billion to secure #criticalmineral supply — but with a twist: not just mining, but battery recyclin….
theoregongroup.com
The US Department of Energy has announced plans to deploy nearly US$1 billion in new funding opportunities to build out America’s domestic critical minerals
0
8
0
RT @MitchSmithVanc: The US Department of Energy @ENERGY has announced plans to deploy nearly US$1 billion in new funding opportunities to b….
0
6
0
📣 Our full story. Sanctions, Tariffs, and the Global #Titanium Supply: Catalysts for Crisis. 6/🧵.#mining #miningnews.
theoregongroup.com
The global trade war, driven by tariffs and export controls, poses a significant threat to Western titanium supply chains, intensifying volatility in a market
0
1
4
Junior miners, says @Empiremetalsltd, offer opportunity for new, secure, high-purity titanium sources. "What sets us apart is not only the scale and quality of our world-class deposit, but also its location in Western Australia" — Shaun Bunn, Managing Director $EEE $EPMLF. 5/🧵.
2
1
3
The US, @RealDonaldTrump + @DeptofDefense, has started to develop a fully-integrated domestic mineral-to-metal titanium supply chain, including efforts to restart domestic sponge production 🧽. But there is no "quick fix". 4/🧵 #mining #energy
1
0
2
Demand is surging for #titanium across aerospace, defense, clean tech, and medical sectors. Yet, high-grade feedstocks are scarce and certifying new suppliers takes years. 3/🧵
2
0
3