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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.
The global copper market is entering a pivotal transition phase where traditional industrial demand is being outpaced by the dual pressures of the energy transition and…
The global gold market is currently navigating a period of profound divergence. While bullion has tested historic psychological resistance levels, the equity markets for the companies…
The silver market is entering 2026 under the weight of a historic supply-demand imbalance that has fundamentally shifted the metal’s price floor. Trading near the $59-60/oz…
The uranium market has transitioned from a cyclical recovery into a structural bull market, driven by a widening supply-demand gap and a fundamental shift in global…
The global lithium market is entering a pivotal transition phase in 2026, shifting from a prolonged period of oversupply and inventory destocking toward a period of…
Wesfarmers and its joint venture partner, Chile’s SQM, have signaled a major vote of confidence in the long-term fundamentals of the electric vehicle (EV) supply chain…
NOVAGOLD Resources Inc. has announced a definitive agreement to acquire the remaining 40% interest in the Donlin Gold project from Paulson Advisers LLC in an all-stock…
The global mining sector has entered a period of rapid consolidation this July, with over $11 billion in transaction volume announced in a single three-week window.…
Gold prices are clinging to the critical $4,000 psychological floor this week as the precious metals complex navigates a volatile intersection of escalating geopolitical conflict and…
The global mining industry has entered a definitive phase of consolidation in 2026, driven by a race for high-grade reserves and jurisdictional security. After a record-breaking…
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