AI-Energy Mining Giants: The Weekly Power List 10 Top Movers
The convergence of artificial intelligence and global energy infrastructure has moved from a theoretical trend to a structural driver of the commodities market. As AI data…
Search the Skillings archive
Mining market intelligence delivers expert analysis on commodity prices, market forecasts, and supply-demand dynamics across the global mining industry. Track movements in copper, gold, lithium, and rare earths, along with geopolitical shifts, economic indicators, and trade flows that impact mining profitability. This category helps investors, analysts, and decision-makers make informed moves with data-driven insights and curated market briefings. For expanded insights, explore Commodities, Mining Finance, and Global Mining News.
The convergence of artificial intelligence and global energy infrastructure has moved from a theoretical trend to a structural driver of the commodities market. As AI data…
As we move through the second quarter of 2026, the global mining sector is undergoing a profound structural "recognition cycle." Capital is no longer flowing broadly…
MARKET INTELLIGENCE Copper Demand 2026: AI Data Centers Outpace Mine Supply By Penny Langford The global copper market is entering a structural transformation as the rapid…
EXPLORATION Lithium Price Forecast 2026: Key Drivers and Risks Revealed By Penny Langford The global lithium market has entered a pivotal transition in mid-2026. Following the…
The convergence of artificial intelligence and the nuclear renaissance has reached a fever pitch in mid-2026. As global data center power consumption is projected to double…
The prolonged period of oversupply and price stagnation that characterized the global lithium market throughout 2024 and 2025: often referred to as the "Lithium Winter": is…
The era of voluntary sustainability reporting in the mining sector has effectively ended. As we move through 2026, the transition to "ESG 2.0" has shifted environmental,…
The global mining industry is entering a period of structural misalignment as the 2026 copper market faces a projected deficit exceeding 400,000 tonnes. While the energy…
The intersection of artificial intelligence and global energy demand has moved from a theoretical "what if" to the primary driver of mining valuations in June 2026.…
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…
Our newsletters on critical minerals, policy and the week’s deals, free through LinkedIn or by email.