Copper’s Hidden Bottleneck: Why 2026 Smelting
For decades, the primary anxiety in the copper market was the "permitting cliff": the agonizingly slow process of moving a discovery through environmental hurdles and into…
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For decades, the primary anxiety in the copper market was the "permitting cliff": the agonizingly slow process of moving a discovery through environmental hurdles and into…
The mining industry is moving faster than the permitting process for a Nevada lithium clay project. Welcome to the March 8th edition of Skillings Mining Intelligence.…
The global mining landscape is undergoing a structural transformation as the second quarter of 2026 begins, marked by record-breaking resource expansions and aggressive portfolio rebalancing among…
2026 isn't just another year on a commodity chart. It is the year the global copper market hits a wall that no amount of financial engineering…
The narrative that copper is just another cyclical commodity is officially dead. If you’re waiting for a massive correction to bring prices back to 2019 levels,…
The silicon dream has a metallic reality. For years, the narrative surrounding Artificial Intelligence was one of ethereal "clouds" and weightless algorithms. In 2026, that illusion…
The global copper market is careening toward a structural wall. While mainstream financial media remains obsessed with quarterly earnings and short-term interest rate pivots, the mining…
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…
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…
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…
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