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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.
China Rare Earth Group is in talks to acquire Shenghe Resources, a transaction that could place Shenghe’s roughly 3% stake in MP Materials under the influence…
Sterling Metals has extended the continuous copper-mineralized core of its MEPS Zone to approximately 700 metres at the Soo Copper Project near Batchewana Bay, Ontario, after…
Brazilian critical-minerals processing infrastructure in a tropical industrial setting. Brazil has enacted its first dedicated legal framework for critical and strategic minerals, offering up to R$7…
Copper’s sharp retreat from record highs is testing whether mining equities can hold their recent gains as traders reassess the timing of potential U.S. tariffs on…
An underground exploration face at a hard-rock silver operation. Americas Gold and Silver reported a new high-grade vein discovery at its Galena Complex in Idaho, returning…
Updated PEA models a 22-year operation, 10.7 million ounces of annual silver-equivalent production in its first seven years and a 29.3% after-tax IRR at long-term consensus…
Rare earth separation infrastructure illustrates the supply chain’s midstream bottleneck. INTELLIGENCE HOOK : THE MIDSTREAM DECIDES WHAT REACHES MARKET The defining constraint in critical minerals is…
An open-pit mining complex in Nevada’s arid Great Basin region. Barrick Mining Corp. and Newmont Corp. have agreed to expand their Nevada Gold Mines joint venture…
An underground power system in a hard-rock mining operation. Hemlo Mining shares fell sharply after a temporary underground power outage curtailed work at the company’s namesake…
An underground gold mine in Quebec's Abitibi region. Image: Skillings Mining Intelligence Cartier Resources has lowered the upfront cost of its Cadillac gold project in Quebec…
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