Skillings Mining Review July 2024: our cover package takes a hard look at the North American iron ore market in 2024—demand from steel, grade requirements, logistics pinch points on the Lakes, and how decarbonization targets are reshaping premiums and projects.
Around the core, we chart the cross-currents moving portfolios: copper output strains at Codelco, manganese prices spiking after weather-related disruptions, and lithium headlines from Mexico’s concession dispute to North America’s largest brine resource. On the risk side, we tackle why insurance matters, the talent pipeline and immigration, and geotechnical innovations that cut downtime.
Operations get greener and smarter with advanced water treatment, sensor-based sorting for quartz, and a broad digital transformation lens. We also track signals from capital markets and industry: ARE’s $7.1M U.S. grant, Caterpillar’s pension-fund divestment headline, Southern Palladium’s $408M project path, and what names like Newmont and Rivian tell us about sentiment. The through-line: quality ore, reliable throughput, and disciplined execution amid price volatility.
