Gold • Jul 7, 2026
Skillings Mining Intelligence: The Investment Edge
The global mining sector enters the second half of 2026 at a critical juncture. While the macro-narrative for critical minerals and precious metals has never been…
Archives
Gold • Jul 7, 2026
Genesis Minerals takeover: Inside the A$5.6B Vault and Regis battle
The battle for dominance in Western Australia’s prolific "Golden Triangle" has reached a fever pitch. Genesis Minerals (ASX: GMD), led by managing director Raleigh Finlayson, has…
Gold • Jul 7, 2026
Gold price forecast: Can the $4,300 JPMorgan ceiling hold?
As the global gold market traverses the midpoint of 2026, the metal’s trajectory is increasingly defined by a collision between institutional forecasts and a shifting macroeconomic…
Base Metals • Jul 7, 2026
Luanga PGM project: Bravo Mining update, results, and 2026 outlook
Bravo Mining Corp. (TSX.V: BRVO, OTCQX: BRVMF) has reported significant new drill results from its 100%-owned Luanga PGM+Au+Ni project in the Carajás Mineral Province, Brazil. The…
Base Metals • Jul 7, 2026
LME 1H 2026 Review: Geopolitics, Stockpile Erosion, and the Winners of the Volatility Cycle
The London Metal Exchange (LME) navigated a first half of 2026 defined by what analysts describe as a cycle of "exuberance to dejection." While the LME…
Copper • Jul 6, 2026
Skillings Mining Intelligence: The Investment Edge : July 6, 2026
The global mining investment landscape in mid-2026 is defined by a paradox: commodity prices are testing historic highs, yet the cost of capital remains stubbornly volatile.…
Market Intelligence • Jul 6, 2026
Uranium Contracting: Why Cameco’s Realized Prices are Set to Explode by 2027
The uranium sector has long been defined by its opacity, but the Q2 2026 production report from Cameco (TSX: CCO; NYSE: CCJ) has provided a rare,…
Critical Minerals • Jul 6, 2026
West Virginia Rare Earth Hub: AmForge and Flash Metals Target Coal Tailings in $150M Supply Chain Pivot
RUPERT, WEST VIRGINIA : A consortium of private-sector energy and technology firms announced a US$150 million investment today to establish a critical minerals processing hub in…
Critical Minerals • Jul 5, 2026
Antimony Strategy: How the DLA’s Strategic Stockpile is Re-Rating Critical Minerals Stocks
As of July 4, 2026, the global antimony market is navigating a complex transition from the supply-driven "panic spike" of 2024-2025 into a structurally tight, policy-anchored…
Copper • Jul 5, 2026
Copper Giants Collide: Rio Tinto and BHP Escalate Asset Bidding War Amid Supply Crunch
The global race for copper supremacy has reached a critical flashpoint this July 2026 as the world’s two largest mining entities, Rio Tinto and BHP, escalate…
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