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Market Intelligence • Mar 15, 2026

Weekly Power List: The 10 Movers and Shaker (1)

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…

Base Metals • Mar 14, 2026

Skillings Mining Intelligence: The Zambia

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…

Battery Metals • Mar 14, 2026

Lithium price forecast 2026: Why the supply

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"…

Market Intelligence • Mar 14, 2026

Uranium Super-Cycle: Why Execution Matters for

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…

Gold • Mar 12, 2026

AI-Energy Nexus: Why Big Tech’s Power Hunger

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…

Market Intelligence • Mar 12, 2026

Weekly Power List: The 10 Movers and Shaker (2)

The 2026 mining cycle isn't a recovery. It's a structural scramble. Most analysts spent the last two years waiting for prices to "normalize." They missed the…

Base Metals • Mar 12, 2026

Skillings Mining Intelligence Newsletter

March 12, 2026 marks an inflection point for the global extractive sector. We aren't just looking at price fluctuations anymore; we are witnessing a fundamental reordering…

Market Intelligence • Mar 12, 2026

Uranium Super-Cycle 2026: Why the Industrial

The polite conversation around energy transition has finally hit a wall of cold, hard physics. For a decade, the narrative was dominated by intermittent renewables and…

Base Metals • Mar 12, 2026

Copper deficit 2026

The invisible hand of the market is currently being choked by a copper wire. Most analysts spent the last three years talking about the "energy transition"…

M&A & Consolidation • Mar 10, 2026

Anglo-Teck Merger: Why the $50 Billion Deal (1)

The uncomfortable truth that most mining executives won't admit in public is that the industry is running out of time. For a decade, "discipline" was the…