Nickel supply cuts tighten market in 2026 despite 270M tonne quota
The global nickel market enters 2026 at a critical juncture. After several years of persistent oversupply driven by an unprecedented production boom in Southeast Asia, the…
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Stay ahead of the curve with Skillings’ coverage of the fast-evolving battery metals mining sector. From lithium and cobalt to nickel and graphite, this category delivers timely updates on demand trends, mining technologies, government policies, and market shifts. Whether you’re an investor, miner, or tech enthusiast, our curated insights highlight how battery metals power the EV revolution, grid storage, and next-gen energy tech.
The global nickel market enters 2026 at a critical juncture. After several years of persistent oversupply driven by an unprecedented production boom in Southeast Asia, the…
The lithium market in early 2026 has entered a phase that many analysts are calling the "Great Rebalancing." After the dramatic price correction and supply glut…
Peru now leads a major shift. The nation seeks global energy dominance. Recent policy changes signal this new era. The government issued a Supreme Decree today.…
Step 1) Internal plan (before writing) 1) Article type: Daily newsletter / market digest with an explicit mining investments lens (valuations, M&A/transactions, royalties/streams, commodity price outlook).…
The global battery supply chain is facing an unforeseen "invisible" bottleneck that is rapidly redrawing the cost curves for critical minerals. While much of the industry’s…
The narrative that defined the lithium market throughout 2024 and 2025: one of a persistent, structural glut: is beginning to show significant fractures. As we move…
The prevailing market sentiment that defined 2024 and 2025: a narrative of a multi-year lithium "glut" that would depress prices indefinitely: is showing visible signs of…
The race to secure critical mineral supply chains has moved from policy white papers to the heavy construction phase. For North American operators and policymakers, 2026…
Aerial view of large-scale lithium brine evaporation ponds showcasing the industrial infrastructure required for global supply. The lithium market is entering a pivotal transition phase. After…
The narrative surrounding the lithium market is undergoing a fundamental structural shift. For the past decade, the "white gold" rush was almost exclusively tethered to the…
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