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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 sector enters the second half of May 2026 amid a landscape of tightening supply chains and a significant recalibration of commodity demand drivers.…
The global mining industry is undergoing a structural shift in how material is moved. As of early 2026, the transition from manual haulage to Autonomous Haulage…
As we move into mid-2026, the global mining landscape is witnessing a profound shift in how "alpha" is generated. For the past decade, the industry’s narrative…
In a move that significantly reshapes the landscape of precious metal royalties, Elemental Altus Royalties Corp. (TSX-V: ELE) has announced a definitive agreement to acquire Vizsla…
As we move through the second quarter of 2026, the industrial landscape has been fundamentally reshaped by a single, inescapable reality: the insatiable power demand of…
SODANKYLÄ, Finland : The digital transformation of global mining has reached a significant milestone in the sub-Arctic, as Boliden’s Kevitsa nickel-copper-PGE operation successfully transitioned to real-time…
A modern open-pit mining facility in an arid landscape, illustrating the scale of operations similar to the Cordero project in Chihuahua, Mexico. By Penny Langford May…
Large-scale mining operations at sunrise represent the front line of global resource extraction for the energy transition. The "AI-Energy Nexus" has shifted from a theoretical investment…
The global nickel market enters 2026 caught in a profound structural paradox. On the surface, the narrative remains one of overwhelming abundance, fueled by a decade-long…
For over a century, the copper market followed a predictable rhythm of industrial expansion and cyclical manufacturing. Since 1912, Skillings Mining Intelligence has tracked these shifts,…
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