Critical Minerals | Energy | Geopolitics | Tech and AI | Crypto
Joined May 2022
- Tweets 3,870
- Following 847
- Followers 3,130
- Likes 2,763
1,179 Photos and videos
Pinned Tweet
14 Dec 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: theoregongroup.com/subscribe… #investment #investing
2
3
24
Jun 12
Sulphuric acid crunch pushes key #criticalminerals cost exposure up average of 33% since #IranWar 📈💥
#copper #nickel #lithium #rareearths
FULL STORY: theoregongroup.com/commoditi… #mining #energy
3
4
262
The Oregon Group retweeted
Jun 11
The price of #tungsten has gone vertical with gains over the past year outpacing #gold and #oil 📈
Why tungsten prices are rising so fast? Our recent newsletter goes inside the supply crunch: theoregongroup.com/commoditi… #mining #metals #invest #investing
1
2
12
923
Jun 10
#RareEarth prices are 📈📈 since #China imposed rare earth export controls in April 2025.
Yttrium oxide up x140
Dysprosium x4
Terbium oxide x5
theoregongroup.com/commoditi… #mining #investing
1
1
6
300
The Oregon Group retweeted
A 500-ship nuclear powered fleet would require nearly half of Canada's 2024 mine production ☢️
Can #uranium rule the waves ⛴️?
Our latest newsletter on how nuclear powered ships are putting uranium at center of global trade and security: theoregongroup.com/commoditi… #energy
1
4
6
496
The Oregon Group retweeted
#Gold M&A already tops $7.9 billion across four major deals in 2026 🤝📈
"The gold price move in 2025 reset the sector, but it was the shakeout in 2026 that helped turn price momentum into an M&A window."
📣 READ MORE: theoregongroup.com/commoditi… #goldprice #invest #investing
3
6
296
*cough* told you *cough*
#copper 📈📈📈
📣 Why the Strait of Hormuz crisis could drive copper price higher: theoregongroup.com/commoditi… #mining #investing
1
4
11
1,474
The Oregon Group retweeted
One nuclear ship will not move the #uranium market — but a fleet could ⛴️☢️
"A 500-ship fleet at 100 MWe would require nearly half of Canada’s 2024 mine production" — and one study estimates potential for deploying 700 SMRs by 2050 🤯
theoregongroup.com/commoditi… #nuclear #energy
2
9
574
Another *big* draw from US #oil crude inventories 📉🛢️
—> EIA (wk ending 29 May) Crude: -7.974M
The crisis is moving from price volatility to inventory scarcity — esp for #mining
👇 Our latest article on the record #oil drawdowns masking mining’s fuel shock (link below) #OOTT
May 29
🛢️ US Strategic Petroleum Reserve fell 9.1 million barrels in the week ending May 22, after a record 9.9 million barrel draw the previous week 📉
“We’re approaching unheard of inventory levels. I mean really, really, really low levels,” warns Neil Chapman, ExxonMobil Senior VP.
Brent futures, supported by the drawdowns, the futures market and reports of a possible US-Iran ceasefire, have fallen below $100 a barrel. But the massive drawdowns from global reserves suggests, whatever is happening with price, the risk is shifting from oil prices to fuel availability.
And this matters for #mining ⛏️
Diesel powers haul trucks, generators, rail, port logistics, contractors and the supply chain between ore and revenue.
eg BMO estimates every 10% rise in oil prices lifts mining costs by about 4.2% for iron ore, 3.5% for copper and 2% for gold. The risk is sharper for remote mines.
FULL STORY: theoregongroup.com/commoditi… #IranWar #StraitofHormuz #OOTT #MiningNews #Oil #OilPrice
1
8
737
The Oregon Group retweeted
Jun 2
Kuparia käytetään muun muassa tykistönammuksissa! theoregongroup.com/commoditi…
1
2
2
801
The Oregon Group retweeted
Jun 2
US data center spending hits 50 billion as AI buildout squeezes metals market theoregongroup.com/commoditi…
1
3
279
US data center spending hits $50 billion as AI buildout squeezes metal markets 📈🤖⛏️
#Criticalmineral demand for data centers set to rise significantly by 2030 (vs 2024):
2% for #copper
2% for #silicon
3% for #rareearths
11% for #gallium
FULL STORY: theoregongroup.com/commoditi…
2
8
455
The Oregon Group retweeted
It’s not just the SOH disrupting flows for ~10% of supply, it’s the damaged smelters that will remain offline for many months $CENX
#Aluminium inventories fall below five days of global supply 📉
FULL STORY: theoregongroup.com/aluminium… #mining #IranWar #Metals #miningnews
2
16
2,471