Skillings Mining Intelligence: The $3.9B Gold
The gold market is cannibalizing itself. There is no polite way to frame the current M&A frenzy. For years, the industry ignored declining reserve grades and…
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From copper and cobalt to rare earths and lithium, the minerals and metals that power modern life are at the heart of global mining. This section tracks production volumes, market prices, trade flows, and geopolitical shifts impacting the extraction and distribution of key resources. We spotlight battery metals, base metals, precious metals, and everything in between — along with the technologies and policies reshaping their supply chains. Whether you’re a trader, analyst, or enthusiast, stay informed with timely updates and expert commentary on minerals and metals in mining.
The gold market is cannibalizing itself. There is no polite way to frame the current M&A frenzy. For years, the industry ignored declining reserve grades and…
The map of the world’s mineral dependencies is being redrawn, and for the first time in three decades, the West is actually picking up the pen.
The consensus was that gold had finally lost its luster. As bullion touched a 2026 low of $4,100, the narrative across trading desks was clear: the…
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 era of cheap, easy-to-access minerals ended while the market was looking at spreadsheets. Today, Sunday, March 22, 2026, we aren't just looking at price fluctuations:…
Lithium is the current punching bag of the mining industry. The narrative is predictable. Oversupply from 2024-2025 created a glut that crushed spot prices, sent junior…
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 Valley dream of a weightless, purely digital economy died a quiet death this week. It was buried under several million tons of copper concentrate…
Everyone thinks the mining cycle is a slow, grinding machine that moves at the pace of a retreating glacier. They’re wrong. In 2026, the industry is…
The narrative that gold has peaked is officially dead. If you’ve been watching the charts this week, you’ve seen the institutional liquidation. On the surface, it…
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