The Oregon Group

@robert_ivanhoe Strait of Hormuz as a single point of failure for #mining 👇 theoregongroup.com/commodities/ni…

Chinese authorities have announced that China will not be allowed to export sulphuric acid from next month, with the only exception being electronic‑grade sulphuric acid. This means that neither smelter acid nor sulphur‑based acid can be exported will be able to be exported.   China exported 4.6m t of sulphuric acid in 2025, with 32% shipped to Chile, 15% to Indonesia, 12% to Morocco, 12% to Saudi Arabia and 9% to India.   The latest trade data shows that China exported 385,000t of sulphuric acid in the first two months of 2026, around half the volume exported in the same period a year earlier, due to an export quota in place from January to April this year. This is extremely bullish for copper prices over the near term if the current situation in the Middle East continues disrupting the global supply chain for sulphur (and therefore acid). Kamoa-Kakula currently produces as a byproduct from its on-site smelter ~ 1,600 tonnes of sulphuric acid per day.  The acid is sold to other copper mines in the DRC Copperbelt that do require acid to operate. To be clear the operation does not consume acid in order to produce our 99.7%-pure copper anodes.

#Argentina’s opportunity for an historic turn-around in #mining ⛏️ 📣 Our recent newsletter: theoregongroup.com/commodities/go… #copper #gold #lithium #miningnews

#Namibia’s Orange Basin — one of world’s most significant recent #oil finds, with estimated offshore reserves of 20 billion barrels — is no longer just a frontier exploration headline. Find out more about @oregenenergy theoregongroup.com/investment-ins… #oil #oilprice #investing

The #StraitofHormuz is still closed — putting the #USA in control of global #helium supply 🎈🚀🤖 theoregongroup.com/commodities/he… #IranWar #Iran #MiddleEast #CriticalMinerals #Mining

The #oil price move above $100 has repriced the world’s #energy market just as the Middle East crisis redraws the global energy map — magnifying both the cost and security advantage of #uranium ☢️ theoregongroup.com/commodities/ur… #mining #StraitofHormuz #MiddleEastConflict

Fuel cost arithmetic is compelling: $185/MWh oil vs $4.6/MWh uranium. Security premium now baked into uranium pricing.

🚨 #StraitofHormuz diesel shock threatens #mining industry 📣 Our latest on what happens next: theoregongroup.com/energy/strait-… #copper #nickel #gold #silver #rareearths #invest #investing

The #IranWar has disrupted up to third of global #helium supply — threatening #semiconductor production — with warnings prices could spike by 50%–200% 📈 And, in this crisis, there’s only one clear winner: 🇺🇸 theoregongroup.com/commodities/he…

@TSXSVRS #silver Cumulative deficit 820M oz 5 yr total theoregongroup.com/commodities/go…

Helium crisis puts US in control of semiconductor supply chain theoregongroup.com/commodities/he… #helium

Helium is suddenly a critical choke point in global tech. 💣 With attacks on Qatar disrupting ~⅓ of global supply, prices are surging and semiconductor, aerospace, and medical supply chains are at risk. This isn’t a blip — it’s a structural supply shock. 🎈Helium isn’t just for balloons (<10% of use). It’s essential for: • Semiconductors & AI infrastructure • MRI machines (no substitute at deep cryogenic temps) • Space, defence & fibre optics ⛴️ Demand was already rising → now colliding with fragile supply. The opportunity: helium is scarce, non-renewable, and geopolitically concentrated. 🇺🇸The U.S. now dominates supply — but new sources in North America (incl. Canada 🇨🇦) could become strategic. 📈As prices rise and shortages persist, helium may emerge as a high-impact, under-the-radar commodity. @TheOregonGroup provides insight on the Helium Opportunity: theoregongroup.com/commodities/he…

Golden Cross Resources @GoldenCrossAUX: is Aurora becoming Victoria’s next high-grade gold story? Find out more: theoregongroup.com/commodities/go… #gold #goldmining #australia #miningstocks

⛏️Latest drilling results from Golden Cross Resources @GoldenCrossAUX $AUX $ZCRMF deliver the strongest evidence yet that the company’s push for a new high-grade #gold discovery at #ReedyCreek is starting to pay off. theoregongroup.com/commodities/go… #gold #goldmining #miningstocks

$ASTR.v Astra Exploration: an early-stage play in Argentina’s gold rerating theoregongroup.com/commodities/go… @AstraExp #gold #silver #MiningStocks #mining #PreciousMetals #StocksToWatch #StockMarket #StocksToBuy #stocks #MiningNews #copper

@OneAndOneGreen And geopolitics means supply chains are more fragile than ever...!

@TheOregonGroup Argentina going from zero copper production to potentially 6th largest globally by 2035 is a remarkable trajectory. Securing supply from emerging producers will be critical as the global deficit widens. #Copper #Mining

#Argentina’s mining exports totaled a record US$6.037 billion in 2025, up 29.2% year-over-year — its best performance in nearly half a century. ⛏️ with potential to be 6th largest #copper producer in world by 2035, from no copper production today. But it's not just copper 👇 1/🧵