Is gold turning green?

• 23 6月 2021

Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

Investors exert their influence over the energy transition

• 11 6月 2021

Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

The US energy transition rides on the electric F-150

• 21 5月 2021

Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

Southeast Asia’s steel surge: how will the region manage overcapacity?

• 11 5月 2021

Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

Mining risk: will fortune favour the brave?

• 04 5月 2021

The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

The US government speeds up drilling permit approvals

• 04 6月 2021

The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.

Copper prices: fundamentally justified or fundamentally flawed?

• 01 6月 2021

Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

Trade becomes a new tactic for curbing emissions

• 05 11月 2021

On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

Are mined commodity markets being viewed down the wrong end of the telescope?

• 19 10月 2021

Strong demand and talk of a supercycle have sent prices for most mined commodities shooting for the stars, but can their dramatic upward trajectory be sustained? According to Julian Kettle, Senior Vice President, Metals and Mining, it’s unlikely to be a smooth journey.

Winners and losers in the energy transition

• 15 10月 2021

Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

COP26 will ensure metal demand — but what about supply?

• 07 10月 2021

The huge challenge of meeting the demand for metals created by a 2050 net-zero carbon target is no secret in the mining community. But with the industry underinvesting even for a slower energy transition, policy makers must act to stimulate supply before it’s too late, says Julian Kettle, Senior Vice President, Metals and Mining.

Could ‘greenflation’ stall the electric vehicle revolution?

• 26 1月 2022

Battery raw materials price inflation could put up a roadblock for electric vehicles. Will a switch in battery chemistry provide an alternative route?

Have miners missed the boat to invest and get ahead of the energy transition?

• 12 7月 2022

Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?

Horizons podcast: The Big Ban

• 30 6月 2022

Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.

Sustainable smelting: how green can it go?

• 21 6月 2022

A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.

Green steel: three milestones on the road to lower carbon emissions

• 16 5月 2022

Steel emissions will drop 30% by 2050 – but more transformative change is needed to keep pace with an accelerated energy transition.

How Russia’s war with Ukraine is changing the metals and mining trade

• 26 4月 2022

Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports

7 things we learned at the Future Facing Mined Commodities Forum

• 08 3月 2022

The Wood Mackenzie Future Facing Mined Commodities Forum included sessions on battery material demand, investment in energy transition metals, the drive for greener metals and more.

The drive for decarbonisation: seven key charts from the Metals & Mining Forum

• 28 9月 2022

An accelerated energy transition trajectory will put metals supply under extraordinary pressure – while also dialling up the pressure on the industry to decarbonise.

Emissions Benchmarking Tool

The Emissions Benchmarking Tool provides transparency at the asset and corporate level for Upstream, Downstream and Metals & Mining.

2024 is a year of elections. What will they mean for clean energy?

• 16 4月 2024

Over half the world's countries are holding elections this year. They come at a time when resistance to the energy transition is building in many parts of the globe. Ed is joined by Amy Myers Jaffe and Vijay Vaitheeswaran to explore the ramifications of these key elections.

Wood Mackenzie Launches the Electric Vehicles and Battery Supply Chain Service at Mining Indaba 2023

• 06 2月 2023

Wood Mackenzie, the leading provider of decision intelligence for the world’s natural resources sector, today launched the Electric Vehicles and Battery Supply Chain Service (EVBSC) at the Mining Indaba 2023 conference in Cape Town, South Africa. The EVBSC is a new product that provides end-to-end detailed analysis and forecasts of the electric transportation value chain including quarterly long-term outlooks to 2050 and 10-year forecasts, and monthly short-term reports and data for EV, Li-ion battery and raw materials (lithium, nickel, cobalt, graphite and manganese) markets.

Veritas Capital completes acquisition of Wood Mackenzie

• 02 2月 2023

Veritas Capital (“Veritas”), a leading investor at the intersection of technology and government, today announced that an affiliate of Veritas has completed the purchase of Wood Mackenzie from Verisk (Nasdaq: VRSK).

Wood Mackenzie appoints new Chief Financial Officer

• 27 3月 2023

Wood Mackenzie, a portfolio company of Veritas Capital, has appointed Simon Crowe to its global executive leadership team as Chief Financial Officer (CFO), effective 27th March.

Playing by new rules: how the CBAM will change the world

• 21 9月 2023

The CBAM will reshuffle global trade – who will be the winners and losers?

Horizons Live: metalmorphosis

• 09 11月 2023

This month's Horizons Live explored the scale of the iron and steel industry's carbon problem, and the tectonic shift that now lies ahead.

Webinar | What's next for green steelmaking technologies?

• 25 1月 2024

Join our experts on Thursday at 8:00 EST January 25th for an interactive discussion where they will uncover the technical aspects, opportunities, challenges, and the competitive landscape of key green steelmaking technologies. 

Pedal to the metal: iron and steel’s US$1.4 trillion shot at decarbonisation

• 15 9月 2022

The industrialised world cannot function without steel. It is essential to everything from the buildings we live in to the ways we get around. Wood Mackenzie estimates that meeting global steel demand will require 2.2 billion tonnes of production by 2050.

Decarbonising global iron ore and steel industry by 2050 necessitates urgent action and US$1.4 trillion of investment

• 15 9月 2022

Decarbonising the steel and iron ore industry by 2050, in line with the Paris Climate Agreement, will require US$1.4 trillion of investment and revolution across every stage of the value chain. This presents an urgent challenge and enormous opportunity according to Wood Mackenzie’s latest Horizons research report, Pedal to the metal: Iron and steel’s $1.4 trillion shot at decarbonisation.

2022 – A year of rebalancing for metals and mining

• 25 1月 2022

If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie.