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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 uranium sector has long been defined by its opacity, but the Q2 2026 production report from Cameco (TSX: CCO; NYSE: CCJ) has provided a rare,…
RUPERT, WEST VIRGINIA : A consortium of private-sector energy and technology firms announced a US$150 million investment today to establish a critical minerals processing hub in…
As of July 4, 2026, the global antimony market is navigating a complex transition from the supply-driven "panic spike" of 2024-2025 into a structurally tight, policy-anchored…
The global race for copper supremacy has reached a critical flashpoint this July 2026 as the world’s two largest mining entities, Rio Tinto and BHP, escalate…
KINSHASA, Democratic Republic of Congo : Major cobalt producers, including CMOC Group, Glencore, and Huayou Cobalt, are facing a critical administrative bottleneck that threatens to cancel…
The gold sector in Q3 2026 is defined by a stark paradox: while spot gold maintains its footing above the $2,600/oz threshold, the junior development sector…
The U.S. Defense Logistics Agency (DLA) has initiated a sweeping strategic pivot, moving to insulate the American industrial base from escalating global supply chain volatility. At…
The narrative surrounding silver is undergoing a fundamental structural shift. Long categorized primarily as gold’s more volatile, speculative cousin, silver is increasingly being re-evaluated through the…
The global race for resource sovereignty has shifted from a theoretical policy debate to a capital-intensive industrial reality as we move into the second half of…
The global energy transition has long been framed as a race for lithium and nickel, but as 2026 approaches, the industrial focus has pivoted sharply toward…
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