Africa • Mar 15, 2026
Skillings Mining Intelligence: The DRC
Sunday, March 15, 2026 The era of the "pit-to-port" raw export model is dying. If you’re still looking at Central Africa as merely a source of…
Charles Pitts
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.
Processing & Smelting • Mar 15, 2026
Rare Earth Supply Chain: What It Is and 2026 Outlook
Everyone loves a diversification narrative until the invoice arrives. For a decade, the West has talked a big game about breaking the Chinese stranglehold on critical…
Market Intelligence • Mar 15, 2026
Skillings Mining Intelligence: The Antimony
The global supply chain for critical minerals is no longer a matter of free-market economics. It’s a matter of national survival. For decades, the West treated…
Copper • Mar 15, 2026
Copper Price Forecast 2026 Matters: Why the
Most analysts are looking at $10,000 copper as the ceiling. They’re wrong. In reality, $10,000 is the new floor, and the $13,000 milestone projected for 2026…
Battery Metals • Mar 15, 2026
Weekly Power List: The 10 Movers and Shaker (1)
The mining industry loves to talk about "long-term cycles," but the reality on the ground this week suggests we are moving at a much faster, more…
Africa • Mar 14, 2026
Skillings Mining Intelligence: The Zambia
Geology is indifferent to your net-zero timelines. This is the uncomfortable truth facing the global midstream as we cross into mid-March 2026. While Western policy circles…
Battery Metals • Mar 14, 2026
Lithium price forecast 2026: Why the supply
The consensus narrative of the last 24 months was simple: lithium is in a death spiral. High-cost projects were mothballed, inventories swelled, and the "white gold"…
Energy Transition • Mar 14, 2026
Uranium Super-Cycle: Why Execution Matters for
The uranium "super-cycle" is the most talked-about narrative in the mining halls right now, but here is the thing nobody wants to admit: a super-cycle is…
Copper • Mar 12, 2026
AI-Energy Nexus: Why Big Tech’s Power Hunger
Silicon Valley doesn't want to talk about dirt. They want to talk about Large Language Models, generative art, and the "democratization of intelligence." But the shiny…
Copper • Mar 12, 2026
Weekly Power List: The 10 Movers and Shaker (2)
The 2026 mining cycle isn't a recovery. It's a structural scramble. Most analysts spent the last two years waiting for prices to "normalize." They missed the…
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