The Oregon Group @TheOregonGroup
Critical Minerals | Energy | Geopolitics | Tech and AI | Crypto theoregongroup.com NOT financial advice Joined May 2022-
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💥 The global sulphuric acid shortage has a new flashpoint: Cameco suspends #mining at Cigar Lake after a mechanical failure at the acid plant shut Orano’s McClean Lake mill. theoregongroup.com/commodities/co… #StraitofHormuz #IranWar #MiddleEast
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The Oregon Group retweeted
This post points to a fresh disruption at Cameco’s high-grade Cigar Lake uranium mine in Canada. A mechanical failure at the acid plant shut down Orano’s nearby McClean Lake mill, forcing Cameco to suspend mining operations. Sulphuric acid is a critical input for uranium processing (used in leaching). The article frames this as part of a wider global sulphuric acid shortage, with potential links to Middle East supply chain issues (Strait of Hormuz tensions mentioned). For investors in uranium and resources: Any extended downtime at a Tier-1 mine like Cigar Lake can tighten near-term supply. Combined with ongoing acid constraints, it adds another layer of production risk in the sector. This kind of event often supports uranium prices when it signals real physical constraints rather than just sentiment. Watch for updates on restart timelines and whether acid shortages spread to other operations.
💥 The global sulphuric acid shortage has a new flashpoint: Cameco suspends #mining at Cigar Lake after a mechanical failure at the acid plant shut Orano’s McClean Lake mill. theoregongroup.com/commodities/co… #StraitofHormuz #IranWar #MiddleEast
The Oregon Group retweeted
#Uranium 👇👇👇☢️☢️☢️🧐🧐 America wants new reactors. But can it fuel them in time? theoregongroup.com/commodities/ur…
🚨 Cameco suspends #mining at Cigar Lake, the world’s highest-grade #uranium mine, after operational problems shut nearby #sulphuricacid plant. The shutdown exposes mining’s growing sulphuric acid crisis across #copper #nickel #cobalt etc 💥 FULL STORY: theoregongroup.com/commodities/co…
The Oregon Group retweeted
Cameco has suspended mining at Cigar Lake — one of the world’s highest-grade uranium mines — after a nearby sulphuric acid plant shut down. Sulphuric acid is a critical input for processing uranium and many other metals. The stoppage highlights a growing supply-chain vulnerability: acid shortages are hitting operations across copper, nickel, cobalt, and uranium mining. For resources investors: It signals potential production constraints and tighter supply in several key commodities. Disruptions like this can support prices but also raise costs and delays for projects that rely on steady acid availability. A development worth monitoring for its sector-wide effects.
🚨 Cameco suspends #mining at Cigar Lake, the world’s highest-grade #uranium mine, after operational problems shut nearby #sulphuricacid plant. The shutdown exposes mining’s growing sulphuric acid crisis across #copper #nickel #cobalt etc 💥 FULL STORY: theoregongroup.com/commodities/co…
@chigrl Ah, but is it sustainable…? Aluminium on the frontline of America’s energy war >> theoregongroup.com/aluminium/alum…
The Oregon Group retweeted
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply theoregongroup.com/commodities/co…
Critical mineral stockpiles could absorb 10% of key metals (#lithium #copper #graphite) supply, 34% of #cobalt supply ⛏️📈 "In other words, a global race to build #CriticalMinerals stockpiles could create the supply shock govts are trying to prevent." theoregongroup.com/commodities/co…
@HFI_Research We've got eyes on Australia 👀 ... and the 9.6 billion litres of diesel/year its mining industry consumes ⛏️ theoregongroup.com/commodities/oi…
@the_growler_man Hi, we always work to include the sources (should be linked in the story), but just in case 👇 theoregongroup.com/commodities/oi… abc.net.au/news/2026-04-1… wa.gov.au/government/med…
⛽ Western Australia — accounting for 50% of #Australia’s resource exports — has 20 million litres of diesel stock, but the region consumes 16.4 million litres a day... ... making entire reserve equivalent to roughly 29 hours of statewide demand. theoregongroup.com/commodities/oi…
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