Skillings Mining Intelligence: The Investment Edge
As the second quarter of 2026 gathers momentum, the mining sector is witnessing a fundamental repricing of risk and reward. With gold maintaining its grip above…
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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.
As the second quarter of 2026 gathers momentum, the mining sector is witnessing a fundamental repricing of risk and reward. With gold maintaining its grip above…
The global mining landscape on April 10th, 2026, is defined by a widening chasm between fiscal ambition and operational reality. In West Africa, Mali has provided…
As the global mining industry looks toward the mid-point of the decade, the narrative surrounding base metals has shifted from cyclical fluctuation to a structural crisis.…
The global mining landscape witnessed a massive injection of capital this week as Wheaton Precious Metals finalized a record-breaking streaming agreement and Lundin Mining consolidated its…
For decades, the primary anxiety in the copper market was the "permitting cliff": the agonizingly slow process of moving a discovery through environmental hurdles and into…
Lithium price forecast 2026: Drivers, Supply Shifts, and the Global Power Map. Lithium markets are shifting. The central demand story is no longer defined only by…
The April 5 Weekly Power List review tracks the companies and capital pools exerting the greatest influence on the 2026 resource realignment. Across copper, uranium, lithium,…
Mining M&A is being reshaped by critical mineral security, not just by scale or replacement ounces. A recent Farmonaut report points to roughly 18% annual growth…
As the mining industry moves deeper into 2026, the transition from voluntary Environmental, Social, and Governance (ESG) disclosure to mandatory regulatory compliance has reached a critical…
British Columbia Premier David Eby has announced a high-stakes legislative maneuver, proposing a temporary suspension of specific sections of the province’s Declaration on the Rights of…
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