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Skillings Mining Review Wednesday, 28 October 2026

Skillings Weekly

The week in mining, in five minutes

Story of the week

Aerospace Industry Warns US Magnet Supply May Fall Short of 2027 Defence Rules

Public Policy

Aerospace Industry Warns US Magnet Supply May Fall Short of 2027 Defence Rules

Why it matters  US aerospace manufacturers warn that qualified rare earth magnet capacity may remain constrained beyond the January 2027 sourcing deadline. New federal waiver restrictions could complicate the transition while major domestic plants target commissioning in…

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The week in three

One thing to know from each of our beats

 

Ground Rules

Talk to any mining developer who has recently walked out of New Delhi’s gleaming auction halls with a winning bid, and they will tell you the same thing:…733 Auctioned, 125 Operational: Inside the Human Cost and Bureaucratic Gridlock Stalling India’s Strategic Mining Push →

Critical Minerals: Digging Deeper

The United States is expanding domestic rare earth production, but the real challenge lies further downstream. Processing, metalmaking, alloy production and permanent magnet manufacturing remain critical to building…The Magnet Bottleneck: Why New Rare Earth Mines Won’t Solve America’s Defence Supply Problem →

The Deal Ledger

At an October 26 Brent quotation of $115.16 a barrel, Newmont's oil-price sensitivities suggest an illustrative $497 million annualized pre-tax cost exposure against a $70 assumption, not actual…Brent Above $115 Tests Mining Margins and Newmont’s $110 Million Per $10 Oil Cost Sensitivity →

Also worth your time

EU Parliament Backs Proposed €2 Billion Critical Minerals Fund as Europe Rethinks Mining Investment →
The $3,600 Question: How Gold’s Pullback and Newmont’s Red Chris Evaluation Redefine Mining Capital Allocation →

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Digging Deeper · video

Paper Mines: The Ground Reality of India’s Strategic Mineral Push

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