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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 International Energy Agency (IEA) released its Global Critical Minerals Outlook 2026 on July 16, 2026, sending a clear signal to global markets: the era of…
The global copper market in July 2026 finds itself at a critical juncture where industrial reality and technological ambition collide. While the physical spot market has…
The Australian gold sector has reached a defining moment in its 2026 consolidation cycle. Genesis Minerals (ASX: GMD) and Vault Minerals (ASX: VAU) have officially entered…
BHP has formally greenlit a US$900 million (100% basis) investment to develop the Ministers North iron ore deposit, a move designed to secure the longevity of…
The global mining landscape is currently undergoing a structural transformation driven by geopolitical friction and the aggressive pursuit of supply chain security. From the International Energy…
The global antimony market in 2026 has entered a period of structural realignment, characterized by a sharp pricing correction in the first half of the year…
PERTH, Australia : Genesis Minerals and Vault Minerals have finalized a binding agreement for a A$12.6 billion merger, a deal that reshapes the Australian gold landscape…
Lindian Resources (ASX: LIN) has reached a critical technical milestone for its Kangankunde Rare Earth Project in Malawi, confirming a 98% extraction rate for Neodymium-Praseodymium (NdPr)…
The global copper market is entering a period of fundamental realignment. As the world moves toward 2026, the traditional cycles of the red metal are being…
The global landscape for strategic resources has shifted from a market-driven commodity cycle into a state-directed geopolitical race. As of July 2026, the consolidation of supply…
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