Search the Skillings archive
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.
**LUBIN, Poland : ** KGHM Polska Miedź S.A., the European Union’s largest copper producer, has officially launched its "KGHM 2.0" strategy, a massive US$8.55 billion (34…
The global copper market is entering a phase defined by two competing timelines: the blistering speed of artificial intelligence (AI) deployment and the glacial pace of…
As the mining sector enters the second half of 2026, the convergence of the energy transition, geopolitical supply chain de-risking, and the "AI-Energy Nexus" has created…
The global rare earths sector is approaching a critical inflection point in 2026. After decades of overwhelming Chinese dominance in the permanent magnet supply chain, a…
The global uranium market has transitioned from a decade of oversupply into a structural deficit that is now entering its most critical phase. As of mid-2026,…
The lithium market is entering a pivotal transition phase. After the high-volatility cycles of 2022 and 2023, the industry has spent much of the last 18…
SASKATOON, Saskatchewan : Cameco Corporation (TSX: CCO; NYSE: CCJ) announced early Wednesday that it has initiated a temporary suspension of mining operations at its flagship Cigar…
As the global mining sector enters the second half of 2026, the intersection of industrial policy, the energy transition, and structural supply deficits has created a…
The global supply chain for critical minerals has spent the last two years in a state of high-alert friction. At the center of this tension is…
The legislative landscape for American critical minerals shifted fundamentally in April 2026. With the passage of H.J. Res. 140, the United States Senate narrowly voted to…
Our newsletters on critical minerals, policy and the week’s deals, free through LinkedIn or by email.
Your privacy We use cookies that the site needs to work. With your permission we also use analytics cookies (Google Analytics and Microsoft Clarity) to see which stories are read and how the site is used, so we can improve it. We do not use advertising cookies or sell your data. Cookie Policy · Privacy Policy
Keep the site working and secure, and remember this choice. Always on.
Google Analytics and Microsoft Clarity: which pages are read, how readers move through the site, and where it is hard to use. Clarity can record how a page is scrolled and clicked; it masks what you type.
