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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 opening bells across global exchanges this Monday have signaled a harsh awakening for the mining sector. As of 8:00 AM ET, the industry is grappling…
As of late March 2026, the uranium market is navigating a complex intersection of immediate supply fluctuations and a massive, structural shift in long-term demand. While…
The global semiconductor supply chain isn't just under pressure; it's being fundamentally rewired. While the mainstream media spent most of 2023 and 2024 treating China’s export…
Gold price forecasts for 2026 are currently hovering in a realm that would have seemed like fever-dream fiction just three years ago. The consensus is shifting,…
Skillings Mining Intelligence: Strategic Positioning and Global Consolidation Briefing – March 27, 2026. The mining industry is currently cannibalizing itself. That isn't a hyperbolic headline; it’s…
The global energy transition isn't a cooperative marathon. It’s a high-stakes, winner-take-all sprint. While Western capitals are busy debating permitting reform and environmental impact statements, Beijing…
The gold market just sent a clear message to the world: stability is a relic of the past. As we cross the threshold of March 26,…
The gold market is cannibalizing itself. There is no polite way to frame the current M&A frenzy. For years, the industry ignored declining reserve grades and…
ESG reporting in the mining sector has reached a breaking point. For years, it was a peripheral concern handled by PR teams to appease a handful…
Myriad Uranium just pulled off a 6X return on its Red Basin project in New Mexico. In a sector where "junior miner" is often synonymous with…
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