The Oregon Group

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

Tokenized commodities are moving beyond #gold and #silver, with #uranium leading the way via platforms like uranium.io and metals.io, using #blockchain to fractionalise access to critical metals. ✍️ Guest Post by @BenElvidge theoregongroup.com/commodities/cr…

#Mining opportunities in #Argentina ⛏️🇦🇷 "This change under @JMilei is the most positive and drastic change we've seen in decades." 🎙️ Our latest #BoomBustBS podcast with Brian Miller, CEO and Director, @AstraExp and @A_Milewski Full episode in reply ⬇️

Watch this interview with CEO, Brian Miller on @TheOregonGroup discussing the Phase III drill program for its Flagship La Manchuria project, a high-grade gold-silver deposit in the Deseado Massif region of Argentina. La Manchuria is a bulk disseminated system at surface, which was previously thought to be constrained, but Astra's work has demonstrated the system to be open in all directions. Astra is also testing the feeder zone thesis (analogous to the feeder-style deposit of Newmont's Cerro Negro deposit, ~150km to the north) at relatively shallow depths of 200-300 meters below surface. Astra has drilled a total of 7500 meters to date at La Manchuria with another 5000 meters, minimum, currently in progress. Assays from the current 5000 meter Phase III program are expected in July/August. Astra just raised $15 million, which will enable an additional 20,000-30,000 meters at La Manchuria. #GOLD #SILVER #Mining #Investing #Money #Finance #MiningStocks #Business #PreciousMetals #Argentina youtube.com/watch?v=E8YJHX…

#Argentina’s mining exports totaled a record US$6.037 billion in 2025, up 29.2% year-over-year, driven, in particular, by gold’s 65% price surge — its best performance in nearly half a century. - Gold: US$4.078 billion (record, 67.5%) - Lithium: US$905 million (record, 15%) - Silver: US$870 million (14.4%) - other minerals: US$184 million (3%) Argentina has long held world-class mining potential, but historically underexploited its mining potential. This is now at an historic turning point, with a new regulatory framework driven by President Javier Milei against a stronger global conditions helping to unlock major investment as the US (and wider West) seek to secure mineral supply chain, especially with the conflict in the Middle East and Russia. Not only is Argentina’s mining sector becoming a broader mining jurisdiction (after being heavily lithium-led since approx 2021), but this growth significantly outpaces that of most other established mining countries. 🎙️ Our latest #BoomBustBS podcast with Brian Miller, CEO and Director, Astra Exploration Inc. theoregongroup.com/boom-bust-and-… #mining #miningnews #invest #investing

Legacy mine waste holds significant untapped mineral wealth. For additional context on the tailings opportunity, check out the guest post I did for @TheOregonGroup: “Re-Mining: unlocking legacy tailings for critical new energy metals” Unlocking abandoned legacy tailings is a “now” opportunity — one that’s increasingly hard to ignore. theoregongroup.com/investment-ins…

#DeepSeaMining and the critical mineral imperative ⛴️⛏️ "The industry has been developing, quietly and intermittently, for more than half a century." 📣 Guest post by @AmandaVandyke13 theoregongroup.com/commodities/tu… #mining #miningnews #cobalt #copper #nickel #rareearths

The Oregon Group does great analysis of the resources world it was a great to be able to contribute. @gtbgtb

#Copper hit all time +$14,000 as mine disruptions, sulphur and diesel shortages, collide vs rising demand 📈 The current copper project pipeline could leave the market with 30% supply shortfall by 2035. ⛏️ That is the backdrop for Generation Mining @GenMining $GENM $GENMF, a Canadian developer advancing the Marathon Project, a large, shovel-ready copper-palladium deposit in Canada’s Ontario province. 📣 FIND OUT MORE: theoregongroup.com/commodities/co… #mining #miningstocks #miningnews #palladium #canada #energy #metals #invest #investing

🎯 @aefuelscorp $AEF | $NRGFF continues to execute on its strategy to become a vertically integrated critical minerals supplier, advancing both high-purity manganese and fluorspar assets in Tier-1 jurisdictions. Recent milestones include battery-grade manganese testwork with @CSIRO, expansion of high-grade manganese targets in Australia 🇦🇺, and growing exposure to North American fluorochemical markets 🇺🇸. With critical minerals supply chains becoming a geopolitical priority, AE Fuels remains one of the more under-the-radar opportunities in the energy transition space. Read more about it in this @TheOregonGroup guest post I wrote : theoregongroup.com/commodities/fl… #CriticalMinerals #BatteryMetals #Fluorspar #Manganese #EnergyTransition $AEF #TSXV

💥 Secure #titanium supply chains increasingly treated as national security risk as demand rises across aerospace and defence — but supply tightens. @Empiremetalsltd's $EEE $EPMLF Pitfield titanium project in Australia, offers a high-grade TiO₂ discovery of unprecedented scale. With a Mineral Resource Estimate (MRE) reporting 2.2 billion tonnes at 5.1% TiO₂ (113 Mt contained TiO₂), Empire Metals’ Pitfield titanium project in Western Australia ranks as one of the largest, high-grade titanium discoveries in the world. The strategic significance of titanium: - classified as a critical mineral by the US, EU, UK, Canada, South Korea, Australia and Japan - titanium’s strong, lightweight, corrosion resistant properties are essential for aerospace, defense, medicine, industry and automotive industries - no cost-effective alternative for its use in pigments and coatings for “whiteness and brightness” At a time when geopolitical shifts are reshaping global markets and supply chains are highly concentrated, projects capable of delivering secure, high-quality titanium are not just attractive, but essential. 📣 FIND OUT MORE: theoregongroup.com/investment-ins… #mining #miningindustry #miningstocks #invest #investing #titaniumsqueeze #miningnews #criticalminerals #Trump

Can the West leverage environmental concerns in #Indonesia to secure a domestic supply of #nickel ? theoregongroup.com/commodities/ni… #mining #miningnews #energy

#Indonesia produces +60% of world’s refined #nickel — forecast to reach +75% by 2030. — but this rapid growth is fueled by coal-fired smelters and rainforest destruction ⛏️ And there’s no easy fix, esp as renewable investment in country stalls. 📣 Latest newsletter in reply ⬇️

Global #oil inventories drawn down by 250 million barrels over March and April, or roughly 4 million barrels a day — with more price volatility incoming — threatening the mining sector 💥 theoregongroup.com/commodities/oi… #mining #iranwar #straitofhormuz #oott

Fluorspar may be one of the most overlooked critical minerals in the world… but without it, modern industry grinds to a halt. 👾 No semiconductors. 🔋No lithium-ion batteries. 🥼 No hydrofluoric acid. ☢️ No advanced nuclear technologies. 🚀 No aerospace manufacturing. Yet the U.S. remains heavily reliant on foreign-controlled supply chains while domestic production is virtually non-existent. That’s rapidly turning fluorspar from an industrial mineral into a strategic asset. This is why TSXV-listed @aefuelscorp may be entering the market at exactly the right moment. With its district-scale Fluorite Ridge Project in New Mexico, $AEF | $NRGFF is positioning itself within one of North America’s most supply-constrained critical mineral markets — at a time when governments are aggressively prioritizing domestic supply chains, semiconductor security, battery manufacturing, and defense-related materials. The critical minerals race is evolving. The next winners may not be the obvious commodities everyone already knows. Sometimes the biggest opportunities are hiding in the minerals nobody is talking about… yet! Read more: @TheOregonGroup feature on AE Fuels & Fluorspar - theoregongroup.com/commodities/fl…

Fluorspar rarely gets the headlines, but it sits at the centre of some of the most important industrial supply chains in North America. ⚒️🇺🇸 In my latest piece published by @TheOregonGroup, I explore why @aefuelscorp’s emerging position in fluorspar could represent a strategic inflection point for the critical minerals landscape particularly as demand for HF, EV inputs, and advanced manufacturing accelerates. 🚀🚙☢️🔋 We are watching a market move from overlooked to essential. ⚡️Now is the Time 🚀 theoregongroup.com/commodities/fl…