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

#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/🧵