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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.
An open-pit copper mine in an arid Andean landscape, with terraced benches and haulage equipment visible across the operation. Chile’s copper industry has delivered a fresh…
Equipment at a hard-rock lithium development site in Ghana’s tropical savanna. Atlantic Lithium is continuing to work toward a proposed $210 million takeover by Zhejiang Huayou…
Lithium brine operations and pumping infrastructure on an Argentine high-altitude salar. Glencore and InfraVia Capital Partners have emerged as potential buyers of a stake in Eramet’s…
Exploration equipment at a hard-rock mineral project in the western United States. Krait Critical Minerals has signed a definitive agreement to acquire Nevada Hills Antimony LLC,…
Open-pit and exploration operations in the arid Eastern Goldfields of Western Australia. First Au (ASX: FAU) has agreed to acquire Javelin Minerals (ASX: JAV) in a…
Mining equipment and underground infrastructure in the Panuco silver-gold district of southern Sinaloa, Mexico. Elemental Royalty Corporation has completed its acquisition of Vizsla Royalties Corp. in…
Lithium brine evaporation ponds and processing infrastructure in Argentina’s high-altitude Andes. Lithium Argentina has closed a $180 million strategic investment from Ganfeng Lithium, strengthening the Chinese…
European-style hard-rock lithium mining operation with processing and transport infrastructure in an Alpine setting. Critical Metals Corp. has secured a key court order allowing European Lithium…
An Andean mining and processing complex. Image: Skillings Mining Intelligence. Boliden has agreed to acquire Votorantim’s controlling stake in Nexa Resources in a transaction that values…
ACG Metals plans to use Keşkek oxide ore to extend the operating life of its Gediktepe heap-leach facility. ACG Metals has agreed to acquire the Keşkek…
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