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Anthony Milewski

@anthonydmilewski.bsky.social

79 followers 47 following 77 posts

Entrepreneur, investor, innovator, and speculator thinking about markets, commodities, emissions, energy, technology and mining. See more www.anthonymilewski.com

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Anthony Milewski @anthonydmilewski.bsky.social · 22d

www.fastcompany.com/91410551/tok...

Tokenization of commodities is the next frontier in finance

Tokenization—turning assets like gold, oil, and uranium streams into digital tokens that can be traded, fractioned, and settled in real time— is unlocking liquidity and access for investors.

www.fastcompany.com

Anthony Milewski @anthonydmilewski.bsky.social · 23d

theoregongroup.com/commodities/...

Freeport declares Force Majeure at Grasberg after deadly mud rush - The Oregon Group - Critical Minerals and Energy Intelligence

800,000 metric tons of wet material surged into Freeport’s Grasberg Block Cave in Papua, Indonesia. The mud rush overwhelmed mine workings, reaching a service

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Sep 19

youtu.be/KfNaVWzqd9E?...

The Next Gold Fortune Won’t Be in Canada?! | Anthony Milewski - The Oregon Group

YouTube video by The Deep Dive

Anthony Milewski @anthonydmilewski.bsky.social · Sep 10

theoregongroup.com/rhenium/rhen...

Rhenium takes off: why jet engines and geopolitics are fueling a price surge (Guest Post by Louis O'Connor) - The Oregon Group - Critical Minerals and Energy Intelligence

The price of Rhenium has risen sharply in recent months, triggered primarily by growing demand from China. The USA is reacting and planning to reclassify the

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Sep 9

theoregongroup.com/commodities/...

Namibia’s oil boom: the race for Africa’s new energy frontier - The Oregon Group - Critical Minerals and Energy Intelligence

Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Sep 6

How a Top Secret SEAL Team 6 Mission Into North Korea Fell Apart www.nytimes.com/2025/09/05/u...

How a Top Secret SEAL Team 6 Mission Into North Korea Fell Apart

www.nytimes.com

Anthony Milewski @anthonydmilewski.bsky.social · Sep 3

theoregongroup.com/investment-i...

Is this the “shale moment” for critical mineral mining in the US? - The Oregon Group - Critical Minerals and Energy Intelligence

A quiet revolution is underway in the bedrock of the global economy. The mining and processing of critical minerals — from lithium to rare earths, titanium to

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Aug 15

theoregongroup.com/commodities/...

US announces US$1 billion to secure critical mineral supply - The Oregon Group - Critical Minerals and Energy Intelligence

The US Department of Energy has announced plans to deploy nearly US$1 billion in new funding opportunities to build out America’s domestic critical minerals

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 29

A few thoughts on the capital that will change commodities. theoregongroup.com/greed-guts-g...

Every idea has its time – Crypto Capital is coming for commodities - The Oregon Group - Critical Minerals and Energy Intelligence

Timing is everything. Being too early is often the same as being wrong. But now, tokenization and crypto-native capital are about to transform commodities —

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 21

theoregongroup.com/investment-n...

Canada’s capital flight hits $12 B in May, now $62 billion over 4 months - The Oregon Group - Critical Minerals and Energy Intelligence

Domestic investors withdrew a net US$12.1 billion from Canadian securities in May, latest data from Statistics Canada reveal — the fourth consecutive month of

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 18

theoregongroup.com/commodities/...

93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher - The Oregon Group - Critical Minerals and Energy Intelligence

The US Commerce Department has imposed a 93.5% anti-dumping tariff on Chinese synthetic graphite anode materials — a key electric battery mineral — and may go

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 15

www.forbes.com/councils/for...

Why Junior Mining Companies Must Prioritize Digital Visibility

Companies that invest in building a structured, consistent and credible digital footprint position themselves to gain from a new generation of investor tools.

Anthony Milewski @anthonydmilewski.bsky.social · Jul 13

theoregongroup.com/commodities/...

Pentagon becomes largest shareholder in MP Materials to secure US rare earth supply - The Oregon Group - Critical Minerals and Energy Intelligence

The US Department of Defense is investing US $400 million in convertible preferred stock in MP Materials, acquiring a roughly 15% diluted stake — placing the

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 10

www.fastcompany.com/91361013/why... #mining

Why mining companies must meet the next generation of retail investors online

The key is to inform, not sell.

www.fastcompany.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 5

theoregongroup.com/investment-n...

Trump orders Federal Agencies to fast-track critical mineral and energy funding - The Oregon Group - Critical Minerals and Energy Intelligence

President Trump has signed a new Presidential Memorandum instructing over a dozen US federal agencies to streamline and accelerate the funding process for

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 3

theoregongroup.com/commodities/...

53 million tons of battery metals needed by 2040 to meet EV boom - The Oregon Group - Critical Minerals and Energy Intelligence

Global electric vehicle (EV) sales are on track to hit 22 million units in 2025 — up 25% from 2024 — according to BloombergNEF’s latest forecast. By 2030,

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 2

theoregongroup.com/commodities/... #uranium #smr

Small reactors, big stakes: how the global SMR race is reshaping uranium demand - The Oregon Group - Critical Minerals and Energy Intelligence

In 2025, there have been at least 6 major approvals or construction starts for small modular reactors (SMRs) globally — a record number.

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · Jul 1

Anthony Milewski @anthonydmilewski.bsky.social · Jun 24

medium.com/@anthonymile... #vanadium

Vanadium: double-edged demand

By 2033, vanadium redox flow batteries (VRFBs) are projected to account for 17% of global vanadium use — a x6 increase from just 3% in…

Anthony Milewski @anthonydmilewski.bsky.social · Jun 21

theoregongroup.com/greed-guts-g... #gold #mining #criticalminerals

Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap - The Oregon Group - Critical Minerals and Energy Intelligence

Gold is the new gold. Real assets will be king again and people will care about commodities. Everything else is just Sydney Sweeney bathwater soap.

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · May 30

www.fastcompany.com/91338951/why... #mining

Why junior mining companies must embrace video to build trust and stand out

As a mining executive, I’ve seen firsthand how video can transform investor engagement—and why it’s no longer optional.

www.fastcompany.com

Anthony Milewski @anthonydmilewski.bsky.social · May 25

theoregongroup.com/investment-n... #uranium

Trump orders overhaul of US nuclear industrial base - The Oregon Group - Critical Minerals and Energy Intelligence

President Donald Trump signed four executive orders aimed at overhauling the US nuclear energy sector. These directives seek to expedite reactor approvals,

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · May 14

theoregongroup.com/investment-i... #titanium #mining

Turbulence in global titanium supply - The Oregon Group - Critical Minerals and Energy Intelligence

Titanium, prized for its strength and versatility, is essential across advanced defense, aerospace, automotive, medical, and industrial sectors. From everyday

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · May 8

theoregongroup.com/commodities/... #uranium

The great uranium disconnect - The Oregon Group - Critical Minerals and Energy Intelligence

New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now

theoregongroup.com

Anthony Milewski @anthonydmilewski.bsky.social · May 1

theoregongroup.com/commodities/...

78% of US military weapon systems vulnerable to China's critical mineral dominance - The Oregon Group - Critical Minerals and Energy Intelligence

The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts

theoregongroup.com