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Gold • Jun 12, 2026

AISC Trends Gold Mining: 2026 Cost Curve and Producer Differentiation

By charles Pitts The global gold mining sector is entering a period of unprecedented margin expansion. As we move into the second half of 2026, the…

Mining Finance • Jun 12, 2026

Skillings Mining Intelligence: The Investment Edge – M&A Surges, P/NAV Re-Rating, and the June Liquidity Flush

The global mining sector has entered a decisive phase of the 2026 capital cycle, characterized by an aggressive surge in M&A activity and a fundamental reset…

Mining Finance • Jun 12, 2026

Mining stocks to watch 2026: Elliott pushes for Northern Star overhaul after A$1B stake

The Australian gold sector has entered a period of intense institutional friction as Elliott Investment Management, the activist powerhouse led by Paul Singer, officially disclosed a…

Iron Ore • Jun 11, 2026

Great Lakes Iron Ore Shipments Rise in May

Iron ore trade rose in May. Total shipments reached 5.4 million tons. This volume grew 8.4 percent. The growth beat the five-year average. Steel demand remains…

Critical Minerals • Jun 11, 2026

Mining Power List: 10 Titans Dominating the AI-Energy Nexus and June 10 Markets

The intersection of artificial intelligence and global energy demand has ceased to be a Silicon Valley theoretical. As of June 10, 2026, it is the primary…

Mining Regulation • Jun 10, 2026

Peru Lithium Decree: What it is, why it matters, 2026 outlook

The Peruvian government has formally issued a Supreme Decree declaring lithium and uranium as "critical and strategic minerals" of national importance. This legislative pivot, finalized in…

Battery Metals • Jun 9, 2026

DLE 2.0: The Technology Breakthroughs Scaling Lithium Production in 2026

The narrative surrounding the global energy transition has shifted from resource scarcity to processing efficiency. As of mid-2026, the lithium industry is no longer defined by…

Rare Earths • Jun 9, 2026

Antimony Price Trend 2026: Record Highs Meet Extreme Supply Gaps

NEW YORK : Antimony prices shattered all-time records this week, surging past the $65,000-per-tonne threshold as a sudden tightening of export licenses in major producing regions…

Market Intelligence • Jun 8, 2026

Uranium Market Outlook 2026: Why the $150 Target is the New Floor

The global uranium market has entered a structural transformation that suggests the triple-digit price environment of early 2026 is not a temporary spike, but a fundamental…

Market Intelligence • Jun 8, 2026

Daily Skillings Mining Intelligence: The Investment Brief

The global mining sector enters the second week of June 2026 with a tightening focus on structural supply deficits and the shifting financial metrics used to…