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Charles Pitts is the publisher of Skillings Mining Review, the trade journal that has covered mining since 1912. He writes on the macro forces behind metal prices: commodity cycles, sovereign capital and the shifting sources of demand. His current work argues that hyperscale AI, and the gigawatt-scale power its data centres need, is becoming a buyer of lithium and copper in its own right, competing with the automotive supply chain for tier-one reserves.
U.S. and Lithuanian flags outside a government building in Washington. The United States and Lithuania have signed a critical minerals framework that sets a six-month timetable…
Copper tailings recovery infrastructure at a hydrometallurgical processing facility. Konkola Copper Mines has signed a $498 million engineering, procurement and construction contract with China Nerin Engineering…
An arid open-pit gold project landscape in northern Chile. Tesoro Gold has established a maiden Ore Reserve of 1.28 million ounces of gold at its Ternera…
Interior Alaska gold operation with open-pit benches and processing infrastructure. Freegold Ventures has reported a broad gold intercept at its Golden Summit project in Alaska, returning…
Brazilian ferronickel processing infrastructure similar to the assets involved in MMG’s proposed acquisition of Anglo American’s nickel business. The European Commission has issued a formal statement…
FireFox Gold Corp. has identified a new gold-bearing zone at its Mustajärvi project in Finnish Lapland, reporting an intersection of 21.0 metres grading 4.13 grams per…
High-grade iron ore stockpiles and ship-loading infrastructure at an export terminal. Simandou is approaching its first full-year test as a producing iron ore basin, with most…
Copper concentrate stockpiled beside material-handling equipment at a smelting facility. The copper concentrate market has reached a point that would have been difficult to imagine only…
An aerial view of a Nevada gold exploration property in the Walker Lane trend. Lahontan Gold Corp. has agreed to acquire Emergent Metals Corp. in an…
The U.S. Bureau of Industry and Security’s black mass rule took effect on Aug. 27, requiring U.S. persons to allocate 100% of monthly sales of covered…
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