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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 delicate equilibrium of the global uranium supply 2026 roadmap has been jolted by an unexpected environmental factor: a bridge. In the remote reaches of northern…
Mid-May 2026 trading has brought another sharp leg higher in precious metals, with silver testing the $100 level and gold holding near $4,800 per ounce. As…
The narrative of "scarcity" in the critical minerals sector is undergoing a massive structural shift. For decades, the mining industry viewed tailings: the waste material left…
The Record Ridge project site near Rossland, British Columbia, faces a construction halt. The Record Ridge magnesium project in southeastern British Columbia remains in a legal…
The global mining investment landscape is undergoing a structural transformation as we move through the second quarter of 2026. Capital is no longer just chasing ounces;…
As of May 13, 2026, the uranium market has reached a critical technical and fundamental crossroads. After a volatile start to the year, the spot price…
The global race for critical minerals has reached a fever pitch in mid-2026. While mainstream headlines continue to focus on the opening of new "China-alternative" mines…
The Record Ridge project site near Rossland, British Columbia, faces a construction halt. The British Columbia Court of Appeal has halted ground-disturbing work at the Record…
The global mining sector is currently navigating a period of profound structural realignment. As of mid-May 2026, the divergence between equity valuations and underlying commodity strength…
The global mining sector is entering a transitional phase in mid-2026, where the "growth at all costs" mantra of the early 2020s has been firmly replaced…
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