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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 uranium market is approaching a critical juncture. As 2026 nears, the industry is transitioning from a decade of post-Fukushima surplus into a period of…
For decades, the story of African mining was written in the wake of "dig and ship" economics: a model where raw ore left the continent in…
The global iron ore market is on the verge of its most significant structural shift in decades. Deep in the heart of Guinea’s Simandou mountains, an…
LOS ANGELES : The U.S. Department of Justice (DOJ) has submitted formal filings in the U.S. District Court for the Central District of California, providing a…
DAR ES SALAAM, Tanzania : Mohammed Dewji, Tanzania’s wealthiest businessman and president of MeTL Group, has announced a $396 million commitment to accelerate domestic graphite production…
The global energy landscape shifted fundamentally this week as Australia and India finalized a long-awaited administrative arrangement, effectively activating a multibillion-dollar uranium export pipeline. This deal,…
The global iron ore market is currently pivoting on a narrow eight-hour window scheduled for July 16. As unionized workers at BHP’s Port Hedland operations prepare…
KINSHASA : The Democratic Republic of Congo’s tax authority, the Direction Générale des Impôts (DGI), has escalated its multi-billion-dollar standoff with Glencore by sealing the administrative…
The launch of the Diamond New Energy lithium processing plant in Nasarawa State marks a fundamental shift in Nigeria’s mineral strategy. For decades, the narrative of…
NexGold (TSXV: NEXG) has transitioned from a steady development pace to what can only be described as a site-wide offensive at its flagship Goldboro Project in…
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