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

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/🧵

Read this article by @TheOregonGroup highlighting Argentina’s return as an important player in the global mining sector under the leadership of President Javier Milei. Gold remains the country’s most important mining export, with capital returning to flagship mines and provinces with long mining histories getting reappraised. This positions Astra Exploration well, as it is half-way through a 10,000 meter drill program at its La Manchuria project, which is an at-surface high-grade gold-silver epithermal system located in Santa Cruz in the Deseado Massif— one of the most prolific epithermal gold-silver regions in the world that hosts world-class deposits including Newmont’s Cerro Negro and AngloGold Ashanti’s Cerro Vanguardia, both world-class mines. Astra has so far released 20 holes from its 10,000 meter drill program with one last batch pending and another 5000 meters targeted to commence in April. #GOLD #SILVER #Mining #Investing #Money #Finance #MiningStocks #Business #PreciousMetals #argentina theoregongroup.com/commodities/go…

#Argentina’s opportunity for an historic turn-around in mining 🇦🇷⛏️ theoregongroup.com/commodities/go… #copper #lithium #mining #miningnews

Astra Exploration @AstraExp $ASTR $ATEPF is drilling at La Manchuria, an at-surface high-grade gold-silver epithermal system in Santa Cruz, where Astra has an option to acquire a 90% interest. The project is located in the Deseado Massif— one of the most prolific epithermal gold-silver regions in the world that hosts world-class deposits including @NewmontCorp's Cerro Negro and AngloGold Ashanti's Cerro Vanguardia, both world-class mines. 4/🧵 #miningstocks #gold #goldprice