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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.
Saudi Arabian mineral exploration landscape in the Zone-4 transition region. Saudi Aramco and Saudi Arabian Mining Co. (Ma’aden) have signed a shareholders’ agreement to create a…
Gold rose back above US$4,360 an ounce on Wednesday, as a sell-off in long-dated U.S. Treasuries eased after the 30-year yield reached a near-20-year high in…
Remote gold-silver exploration landscape in north-central British Columbia. AngloGold Ashanti will invest C$58.5 million (US$42 million) to increase its stake in Thesis Gold & Silver to…
Early earthworks and access-road construction are advancing at the planned South Railroad gold project in Nevada. Equinox Gold has received a positive Record of Decision from…
The Boundary Waters region is downstream from portions of the Rainy River Headwaters watershed. ST. PAUL, Minn. : Minnesota Gov. Tim Walz signed an executive order…
Aerial view of tailings slurry extending from the failed facility near Brits. South African authorities are investigating the collapse of a tailings storage facility at Samancor’s…
Hydrometallurgical processing circuit for critical minerals. A small group of metals is becoming a large strategic problem for the global technology industry. Gallium and germanium are…
Australia’s largest aluminium smelter has secured a long-term electricity pathway after the federal and New South Wales governments agreed to provide about A$2.5 billion (US$1.76 billion)…
An ultra-class haul truck operates on a high-altitude open-pit mine haul road. Autonomous mining technology has moved beyond pilot projects and into a competition over fleet…
Uranium spot prices are trading around $86–88 per pound, but the more important signal for 2026 is appearing in the term market. Utilities are signing longer-dated…
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