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 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…
Everyone loves a diversification narrative until the invoice arrives. For a decade, the West has talked a big game about breaking the Chinese stranglehold on critical…
The global supply chain for critical minerals is no longer a matter of free-market economics. It’s a matter of national survival. For decades, the West treated…
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…
The mining industry loves to talk about "long-term cycles," but the reality on the ground this week suggests we are moving at a much faster, more…
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…
The consensus narrative of the last 24 months was simple: lithium is in a death spiral. High-cost projects were mothballed, inventories swelled, and the "white gold"…
The uranium "super-cycle" is the most talked-about narrative in the mining halls right now, but here is the thing nobody wants to admit: a super-cycle is…
Silicon Valley doesn't want to talk about dirt. They want to talk about Large Language Models, generative art, and the "democratization of intelligence." But the shiny…
Our newsletters on critical minerals, policy and the week’s deals, free through LinkedIn or by email.
