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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 race to secure critical mineral supply chains has moved from policy white papers to the heavy construction phase. For North American operators and policymakers, 2026…
Aerial view of large-scale lithium brine evaporation ponds showcasing the industrial infrastructure required for global supply. The lithium market is entering a pivotal transition phase. After…
Mining investment in 2026 has become a high-stakes convergence of geopolitical maneuvering, technological disruption, and shifting regulatory frameworks. For many institutional and retail investors, traditional strategies…
Ethiopia is positioning itself as a major African mining hub. Allied Gold’s Kurmuk project stands at the center of this ambition. Located in the Benishangul-Gumuz region…
The global rare earths supply chain in 2026 is undergoing a structural realignment characterized by a shift toward specialized "pure-play" entities. As Western original equipment manufacturers…
As the gold price tests unprecedented psychological levels in 2026, the financial health of the world’s senior producers is being defined not just by the revenue…
The global narrative around artificial intelligence has shifted. In early 2026, the conversation is no longer just about Large Language Models or chip architecture; it is…
The narrative surrounding the lithium market is undergoing a fundamental structural shift. For the past decade, the "white gold" rush was almost exclusively tethered to the…
VANCOUVER, BC : In a move that signals intensifying consolidation within the precious metals royalty space, Elemental Altus Royalty Corp. (TSX-V: ELE; OTCQX: ELEAF) announced a…
VANCOUVER and TORONTO : In a move that significantly reshapes the mid-tier gold landscape, Equinox Gold Corp. and Orla Mining Ltd. announced Monday they have entered…
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