Critical Minerals | Energy | Geopolitics | Tech and AI | Crypto
NOT financial advice
Joined May 2022
- Tweets4.2K
- Following852
- Followers3.3K
- Likes3.1K
Pinned Tweet
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
Reports of "coodinated cuts" in #Indonesia’s biggest #nickel hub ✂️⛏️
theoregongroup.com/latest-ne… #criticalminerals #mining #miningnews
ICYMI 👇 the announcement comes after #Iran strikes on #Qatar’s Ras Laffan complex in March removed up to 35% of the world’s #helium supply 💥
theoregongroup.com/latest-ne… #criticalminerals #IranWar #StraitofHormuz #MiddleEast
Our analysis on how the #Helium crisis puts US in control of semiconductor supply chain 🤖
theoregongroup.com/commoditi…
Coalition forces expended more than 11,000 munitions in the first 16 days of the #IranWar...
... replenishing those arsenals will require secure access to a wide range #criticalminerals — from #antimony to #copper, #rareearths to #titanium ⛏️
theoregongroup.com/commoditi… #mining
The Oregon Group retweeted
Trump reaches for the #criticalminerals playbook to expand US #oil production and refining 🛢️⛽
#NationalSecurity ➡️ #Energy 🤝 #CriticalMinerals
theoregongroup.com/latest-ne… #OOTT #oilprice #mining #miningnews
The Oregon Group retweeted
At least 134 new #lithium mines needed by 2050 — maybe more than 180 mines — to keep up with demand 🔋⛏️
theoregongroup.com/latest-ne… #electricbatteries #lithiummining #mining #miningnews #electricvehicles
At least 134 new #lithium mines needed by 2050 — maybe more than 180 mines — to keep up with demand 🔋⛏️
theoregongroup.com/latest-ne… #electricbatteries #lithiummining #mining #miningnews #electricvehicles
Trump reaches for the #criticalminerals playbook to expand US #oil production and refining 🛢️⛽
#NationalSecurity ➡️ #Energy 🤝 #CriticalMinerals
theoregongroup.com/latest-ne… #OOTT #oilprice #mining #miningnews
The Oregon Group retweeted
Gold from mercury...? What alchemy is this?! 🧪
A San Francisco start-up says it turned #mercury into stable #gold using fusion neutrons.
A few problems: it just needs a reactor that doesn’t exist yet, 622 tonnes of mercury-198 and nearly 18 years in storage... 💸
We think, for now, the #goldprice has more to fear from the Federal Reserve than from the alchemists.
theoregongroup.com/latest-ne…
The Oregon Group retweeted
We know #oil is *important* — but the #sulphur crisis really isn't getting enough attention...
... and unlike oil, you can't just pump it via a separate pipeline. The gas plants are down and ships are stuck.
theoregongroup.com/latest-ne… #fertiliser #IranWar #OOTT #MiddleEastW
#Indonesia approves revised 2026 #nickel ore mining quota of about 290 million metric tonnes — below the amount industry experts estimate its smelters need.
FULL STORY: theoregongroup.com/latest-ne… #mining #miningnews
Gold from mercury...? What alchemy is this?! 🧪
A San Francisco start-up says it turned #mercury into stable #gold using fusion neutrons.
A few problems: it just needs a reactor that doesn’t exist yet, 622 tonnes of mercury-198 and nearly 18 years in storage... 💸
We think, for now, the #goldprice has more to fear from the Federal Reserve than from the alchemists.
theoregongroup.com/latest-ne…
We know #oil is *important* — but the #sulphur crisis really isn't getting enough attention...
... and unlike oil, you can't just pump it via a separate pipeline. The gas plants are down and ships are stuck.
theoregongroup.com/latest-ne… #fertiliser #IranWar #OOTT #MiddleEastW
The Oregon Group retweeted
📉 @bhp copper production falls 19%
📉 @AngloAmerican copper production falls 5%
.... the market tightness might be structural 🥵
theoregongroup.com/latest-ne… #copper #mining #miningnews
The Oregon Group retweeted
16 days of #IranWar left coalition forces needing 4,000kg of #tungsten just to replace expended ammunition...
... but US mines produced zero 👌 in 2025. Instead, China accounted for 79% of global tungsten mine production.
“If the war in Ukraine was a wake-up call for the Western defence industrial base, the first 16 days of the Iran conflict are a fire alarm signalling a crisis of endurance” — "Over 11,000 munitions in 16 Days of the Iran War: ‘Command of the Reload’ Governs Endurance"
Across ammunition, missiles and supporting military systems, six critical mineral priorities stand out:
⛏️ #RareEarths, including #samarium
⛏️ #Tungsten
⛏️ #Antimony
⛏️ #Gallium
⛏️ #Germanium
⛏️ #Titanium
🚀🚀🚀🤝⛏️⛏️⛏️
Before America can reload its missile stockpiles, it must first reload its critical-mineral supply chains.
OUR LATEST NEWSLETTER: theoregongroup.com/commoditi… #mining
