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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.
In a transaction that underscores the intensifying demand for Tier-1 precious metals assets in stable jurisdictions, Versamet Royalties has entered into a definitive agreement to acquire…
Uranium’s spot market has already shown it can move faster: and stay higher: than many utility procurement models assumed. The key question for 2026–2027 isn’t whether…
The global mining landscape is shifting under our feet today, and the epicenter is moving from the pits of Kazakhstan to the data centers of Northern…
2026 Lithium Power Map : Early Access Open ($59) | Get the latest sector data and secure your copy here: https://skillings.short.gy/LithiumPreSale Uranium Energy Corp (UEC) has…
The global mining landscape witnessed a massive structural shift this week as two major transactions totaling $5.7 billion signaled a new era of consolidation in critical…
2026 Lithium Power Map : Early Access Open ($59) | Get the latest sector data and secure your copy here: https://skillings.short.gy/LithiumPreSale Today’s briefing follows the…
2026 Lithium Power Map : Early Access Open ($59) | Get the latest sector data and secure your copy here: https://skillings.short.gy/LithiumPreSale The third week of April…
2026 Lithium Power Map : Early Access Open ($59) | Get the latest sector data and secure your copy here: https://skillings.short.gy/LithiumPreSale HELSINKI, Finland : In a…
The global mining sector entered the third week of April 2026 with a series of high-stakes maneuvers that underscore a deepening urgency across the critical minerals…
2026 Lithium Power Map : Early Access Open ($59) | Get the latest sector data and secure your copy here: https://skillings.short.gy/LithiumPreSale USA Rare Earth (USAR) has…
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