r/TheOregonGroup
Uranium's Cigar Lake shutdown exposes mining’s sulphuric acid crisis
theoregongroup.comu/The-Oregon-Group — 4 days ago
Central banks bought 15x more gold than they reported
Yes there has been a sell off. But central banks continue to lean in. Which I believe under pins the long term gold story.
u/The-Oregon-Group — 8 days ago
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
These problems aren't easy to fix.
u/Commotitties — 5 days ago
A spin on a number of critical mineral deals —> Trump Cut a Billion-Dollar Mining Deal. His Sons Stand to Profit.
It is def a risk that when a new administration comes in if jt is Dems they go searching through these deals to head hunt.
u/The-Oregon-Group — 7 days ago
China tightens rare earth restrictions with new export controls on US firms
I wonder how the supply crisis ends up resolving itself. This is different. There is plenty of material. It’s just that China controls it. So they have such a big lever in being able to ramp up or ramp down prices.
u/The-Oregon-Group — 14 days ago
Copper's new demand stack (and the AI chokepoint)
Need copper if we want AI!
u/The-Oregon-Group — 13 days ago