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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.
**SWARNAGIRI, ANDHRA PRADESH : ** India reached a historic milestone in its domestic mining sector this week as commercial operations officially commenced at the Swarnagiri gold…
FORT SASKATCHEWAN, Alberta : Sherritt International Corp. has officially shuttered its nickel and cobalt refinery in Fort Saskatchewan, Alberta, after a tightening web of U.S. sanctions…
FORT SASKATCHEWAN, Alberta : The long-standing bridge between Cuban mineral wealth and Canadian industrial processing has buckled. Sherritt International Corp. (TSX: S) confirmed this week that…
As of June 2026, the global mining industry has reached a critical inflection point in its decadelong quest for decarbonization. For operators of remote, off-grid projects,…
The convergence of artificial intelligence and global energy systems has reached a critical inflection point in mid-2026. As data center operators scramble to secure baseload power…
The global copper market is entering a period of structural imbalance that many industry analysts are calling the "trade of the decade." As we move through…
The narrative surrounding the gold market has taken a decisive turn as we enter the second half of 2026. Goldman Sachs, previously one of the most…
The global copper market has reached a long-anticipated inflection point. As of June 2026, the structural deficit that analysts spent years forecasting has shifted from a…
The global energy landscape is undergoing a structural transformation as the rapid expansion of artificial intelligence (AI) collides with the limitations of existing power grids. This…
The convergence of high-compute artificial intelligence and industrial power requirements has fundamentally shifted the mining landscape as of June 2026. This week, the "AI-Energy Nexus" has…
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