The Oregon Group

Cadence

Every two weeks

Latest

2026-10-19

Based on

12 recent issues

• Covers: Global supply chains, price dynamics, and geopolitics of critical minerals like tungsten, uranium, and copper.
• For: Mining executives, energy analysts, supply chain planners, and commodity investors.
• Best for: Professionals tracking critical mineral supply constraints and energy transition materials.
• Skip if: General consumers uninterested in industrial mining and commodities markets.

Start with

• The missile race is becoming a race for critical minerals: Explains defense-driven tungsten supply shortages and dependencies on Chinese production.
• Scandium: can new supply keep pace with defence and AI?: Examines rising scandium demand across defense procurement and AI fuel-cell infrastructure.
• Tungsten price shock signals deeper supply crisis: Details global demand forecasts, refining capacities, and production deficits for tungsten.

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Summarised by AI from 12 recent issues. Audience size is not included. Prices are not included. Report a mistake.