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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 mining industry is entering a period of structural misalignment as the 2026 copper market faces a projected deficit exceeding 400,000 tonnes. While the energy…
The intersection of artificial intelligence and global energy demand has moved from a theoretical "what if" to the primary driver of mining valuations in June 2026.…
By charles Pitts The global gold mining sector is entering a period of unprecedented margin expansion. As we move into the second half of 2026, the…
The Australian gold sector has entered a period of intense institutional friction as Elliott Investment Management, the activist powerhouse led by Paul Singer, officially disclosed a…
Iron ore trade rose in May. Total shipments reached 5.4 million tons. This volume grew 8.4 percent. The growth beat the five-year average. Steel demand remains…
The intersection of artificial intelligence and global energy demand has ceased to be a Silicon Valley theoretical. As of June 10, 2026, it is the primary…
The Peruvian government has formally issued a Supreme Decree declaring lithium and uranium as "critical and strategic minerals" of national importance. This legislative pivot, finalized in…
The narrative surrounding the global energy transition has shifted from resource scarcity to processing efficiency. As of mid-2026, the lithium industry is no longer defined by…
NEW YORK : Antimony prices shattered all-time records this week, surging past the $65,000-per-tonne threshold as a sudden tightening of export licenses in major producing regions…
The global uranium market has entered a structural transformation that suggests the triple-digit price environment of early 2026 is not a temporary spike, but a fundamental…
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