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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 polite conversation around energy transition has finally hit a wall of cold, hard physics. For a decade, the narrative was dominated by intermittent renewables and…
The invisible hand of the market is currently being choked by a copper wire. Most analysts spent the last three years talking about the "energy transition"…
Here’s the thing nobody wants to admit: the era of easy copper is dead. We are currently scouring the planet for "tier-one" assets that simply don’t…
Rare earth processing is the most misunderstood bottleneck in the global energy transition. Here’s the thing nobody wants to admit: Digging these elements out of the…
The energy transition is a mathematical impossibility that nobody in polite company wants to admit. We’ve spent years listening to lofty promises about "net-zero" and "electrification,"…
China controls 48% of global antimony production. They also control 74% of antimony trioxide refining capacity. And in 2024, they decided to weaponize both. Welcome to…
Microsoft isn't just buying power purchase agreements anymore. Google isn't satisfied with renewable energy credits. Amazon's not waiting for the grid to catch up. They're going…
Codelco XCMG AI Mining Partnership highlights autonomous trucks and AI technology transforming Chile’s copper mining operations.
Ganfeng Goulamina Lithium Project Mali moves forward as Mali boosts its stake to 35%, securing a major African lithium supply hub.
United States Antimony NYSE Uplisting follows a $27M Pentagon award as UAMY grows into a key U.S. antimony supplier.
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