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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 iron ore market is entering a period of heightened volatility as a July 16 strike deadline at Port Hedland looms over BHP’s Western Australian…
The global copper market is approaching a critical juncture in 2026 as the rapid expansion of artificial intelligence (AI) collides with a structurally constrained mining pipeline.…
The strategic calculus of the United States defense industrial base changed significantly this week. REalloys (Nasdaq: ALOY) has finalized a $100 million equity financing round while…
The global iron ore market is standing on the precipice of its most significant structural shift in decades. For over fifty years, the "Big Three": Rio…
The stability of the global copper market increasingly hinges on a few square miles in the Lualaba Province of the Democratic Republic of the Congo (DRC).…
KOLWEZI, Democratic Republic of Congo : The Democratic Republic of Congo’s national tax authority, the Direction Générale des Impôts (DGI), has forcibly sealed the administrative and…
The transition from a late-stage exploration project to an operating mine is often described as the "valley of death" for junior developers. For Generation Mining (TSX:…
PERTH, Western Australia : Minerals 260 (ASX: MI6) has delivered a significant upgrade to its flagship Bullabulling Gold Project, expanding its mineral resource estimate by 38%…
The lithium market is undergoing a fundamental structural realignment. After two years of aggressive volatility that saw battery-grade lithium carbonate prices collapse from historic highs, a…
The development landscape for Malawi’s Kasiya project has shifted fundamentally as Sovereign Metals Limited (ASX:SVM; AIM:SVML) assumes full operational control following Rio Tinto’s decision to step…
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