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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.
Illustrative image of rare-earth exploration where industrial development meets Brazil’s forest frontier. Brazil’s rare-earth sector is moving from geological promise to strategic competition, but the rush…
Freshly produced copper cathodes at a refinery loading area. The copper price forecast 2026 has split into two broad camps. Westpac has upgraded its end-2026 target…
The mountainous Mindanao landscape illustrates the scale and terrain surrounding the proposed Tampakan project. The Sy family’s Dominion Holdings has moved the Tampakan copper-gold project closer…
Exploration drilling rig operating on a mountainous field pad in central Idaho. The latest gold mining news 2026 developments point to a common industry theme: exploration…
Copper mine infrastructure in the Peruvian Andes. Copper’s move above $13,600 per tonne has pushed the 2026 market debate beyond a conventional demand cycle. The central…
Engineered tailings and water-management infrastructure at a mine site. For mining companies, ESG reporting is moving from the sustainability department into financial controls, operating risk and…
Rare-earth separation equipment illustrates the processing chokepoint at the centre of the supply-chain risk. China’s rare-earth export-control truce with the United States is entering its most…
The Bunker Hill Mine is expected to serve as the operating base for the combined U.S. silver and critical minerals company. Bunker Hill Mining Corp. and…
Gold doré and mineralized ore at a precious-metals processing facility. Spot gold traded near US$4,594 an ounce and silver near US$69 on Friday, extending a sharp…
North American Lithium’s Québec operation will supply spodumene concentrate to Mangrove Lithium’s proposed Eastern Canada conversion facility. Elevra Lithium has signed a binding agreement to supply…
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