Search the Skillings archive
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.
Large-scale lithium brine operations illustrate the supply chain behind China’s carbonate market. Lithium carbonate prices have undergone a sharp repricing in early September, with reported declines…
Battery-material refining capacity is becoming as important as mine output in supply-chain risk assessments. By Penny Langford | Operation 100K deep-dive The critical minerals supply chain…
Northern Chile’s copper supply is under scrutiny as production weakness meets record prices. Copper has entered a more volatile phase after the London Metal Exchange price…
The Nevada North Lithium Project is located southeast of Jackpot, Nevada, in Elko County. Evolution Mining has completed a C$10 million funding commitment that gives it…
Chile’s arid Atacama landscape, where Capstone Copper is consolidating its Mantoverde-Santo Domingo district. Capstone Copper has completed its US$25 million all-share acquisition of the copper assets…
Copper concentrate supply is tightening as smelters compete for feedstock. Copper’s supply signal is no longer coming only from exchange inventories or mine guidance. It is…
Remote mineral exploration operations in Alaska. Image: Skillings Mining Intelligence Vizsla Copper Corp. has agreed to acquire Agnico Eagle’s Delta polymetallic volcanogenic massive sulphide project and…
Copper processing infrastructure at a large-scale smelting and refining operation. Copper touched a record $14,697 per metric ton on the London Metal Exchange on Sept. 8,…
ACG Metals plans to use existing Gediktepe infrastructure to process oxide ore from the Keşkek licence. ACG Metals has agreed to acquire the Keşkek gold licence…
Zimbabwe is preparing legislation that would make environmental, social and governance compliance a condition for issuing, renewing or extending mining rights, placing environmental performance and community…
Our newsletters on critical minerals, policy and the week’s deals, free through LinkedIn or by email.
