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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.
Chile’s Atacama Desert is home to some of the world’s largest copper operations and prospective new projects. Chile’s state-owned copper producer Codelco is close to signing…
Underground diamond drilling remains central to testing depth extensions and high-grade shoots in copper systems. Copper exploration results 2026 are highlighting four different ways a drill…
NGEx Minerals reported one of the strongest drill intersections yet from its Lunahuasi copper-gold-silver project in Argentina, returning 57.75 metres grading 9.41% copper equivalent (CuEq) and…
Rare earth processing equipment at a US industrial facility. **WASHINGTON : ** The Pentagon is committing more than $1 billion in conditional loans to accelerate US…
Las Bambas copper operations in Peru face a temporary suspension after a workplace accident, with a progressive restart expected from August 21. MMG’s Las Bambas copper…
Saudi Arabian exploration terrain along the Arabian Platform near the Arabian Shield. Saudi Arabia’s Maaden and energy giant Aramco have signed a shareholders’ agreement to establish…
Rare earth separation equipment inside a modern processing facility. The critical minerals supply chain in 2026 is moving beyond the traditional mine-and-offtake model. Across rare earths…
Mining investment markets are being shaped by two forces moving in opposite directions: commodity prices remain elevated, while valuations continue to diverge sharply between established producers,…
Silver-bearing ore moves through a modern mining and processing complex. Silver enters 2026 with a market balance that remains tight even as one of its largest…
Rare-earth separation equipment at a U.S. processing facility. The critical minerals supply chain is often described as a race to mine more ore and separate more…
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