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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.
SASKATOON, Saskatchewan : Cameco Corporation (TSX: CCO; NYSE: CCJ) has suspended operations at its Key Lake milling facility and significantly reduced activity at the McArthur River…
The second quarter of 2026 has arrived with a series of geopolitical and economic shifts that have tested the resilience of the global mining supply chain.…
In the gold mining sector, 2026 has become the year of the "Margin Paradox." While gold prices have touched historic highs, pushing toward the $5,400 mark…
The global mining sector enters the second week of May 2026 grappling with a dual reality: record-shattering commodity prices and a relentless upward pressure on operating…
The global uranium supply chain took a significant step toward stabilization this week as Orano, the French nuclear fuel cycle specialist, announced the restart of uranium…
The Oyu Tolgoi copper mine is transforming the global copper market from the heart of Mongolia's South Gobi Desert. For decades, shifting sands and nomadic herders…
Lithium Supply Shock: How Zimbabwe’s Export Ban Could Redraw the Global Market The global lithium market reached a significant turning point on February 25, 2026, when…
The global race for resource security has fundamentally altered the valuation models for the mining sector. As we move into 2026, the traditional focus on "grade…
May 9, 2026 The intersection of artificial intelligence and global energy infrastructure: commonly termed the "AI-energy nexus": has transitioned from a theoretical forecasting model to a…
The geographic center of the global copper market is shifting. While the massive pits of the Chilean Andes remain the industry's historical heart, a new, technologically-driven…
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