Search the Skillings archive
Going-private transactions don't usually make headlines. They're the mining industry's equivalent of taking your LinkedIn profile offline: you're still working, you just don't want everyone watching.…
i.safe MOBILE and RugGear just dropped two purpose-built radios designed to survive the conditions that kill most mobile devices: the intrinsically safe IS440.1 and the industrial-grade…
Beneath Greenland's ice sits one of the most consequential mineral stories of the decade. China currently controls the overwhelming majority of the world's rare earth element…
The mining industry spent the last decade chasing critical minerals. Lithium. Cobalt. Rare earths. The problem nobody wants to admit: the countries sitting on those deposits…
The Arctic Treasure Chest No One Can Open Greenland sits on 36 million tonnes of rare earth elements, enough to power decades of smartphone screens, wind…
The SEC slapped Vale S.A. with millions in penalties for false ESG disclosures before their Brumadinho dam collapsed in 2019. The company told stakeholders 100% of…
The LME vs SHFE copper arbitrage gap in 2026 reveals diverging demand signals, positioning risk, and why traditional arbitrage no longer works.
Rare earth supply chain chokepoints expose China’s control over mining, processing, magnets, and exports, threatening global security.
Uranium market outlook 2026 shows a widening supply gap as producers cut output and nuclear demand accelerates, pushing prices higher.
Lithium price forecast 2026 faces supply risks and EV demand, while nickel restructures. We compare returns, deficits, and portfolio impact.
Our newsletters on critical minerals, policy and the week’s deals, free through LinkedIn or by email.
