• News Release

  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.

• News Release

  China's renewables boom year poses major challenges to western markets

  • 17 2月 2022

  China’s renewables manufacturing has emerged from 2021 bigger and more competitive than ever before. Western markets are benefitting from trading with the IKEA of the energy transition, but balancing reliance on China’s technology providers with local interests is now a key political as well as environmental challenge, says Wood Mackenzie.

• Comment

  Australian alumina and bauxite ban to further disrupt UC Rusal’s supply chain

  • 21 3月 2022

  The latest sanctions by the Australian government in banning exports of alumina and bauxite to Russia adds further disruption to UC Rusal’s supply chain and ultimately on its ability to maintain normal primary aluminium production levels.

• News Release

  Fair and transparent fiscal terms key to accelerating transition resource investments

  • 21 4月 2022

  The race is on in the exploration and development of transition resources required for global decarbonisation. However, the investment environment needs to be more conducive, and the establishment of fair and transparent fiscal policies could be the key, says Wood Mackenzie.

• Opinion

  Can the rest of the world repel China’s magnetic pull over rare earth metals?

  • 19 5月 2022

  By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.

• News Release

  Soaring solar raw materials prices could thwart REPowerEU plans

  • 30 5月 2022

  The REPowerEU initiative has the potential to add at least 420 gigawatts (GW) of solar installations by 2030; however, rising solar raw material costs could become the stumbling block to achieving this goal, says Wood Mackenzie.

• News Release

  Gold miners on track to align with 2°C climate target by 2030

  • 23 6月 2021

  The global gold industry is broadly on track to align with a 2°C climate target by the end of the current decade. However, more action is required if the industry is to meet – and surpass – the 1.5°C mark, according to a new report from Wood Mackenzie, a Verisk business (Nasdaq:VRSK).

• Editorial

  Why electrification and automation are top priorities for mining companies in 2019

  • 23 1月 2019

  Mining companies are turning to digitalisation to improve efficiency, diversifying portfolios away from fossil fuels. Discover the emerging business models that ensure global mining companies remain at the forefront of the energy transition.

• Editorial

  Renate Featherstone speaks to Dukascopy TV on the recent steel tariffs

  • 21 3月 2018

  US steel tariffs are on their way. We discuss what that means for global producers, buyers and sellers.

• Editorial

  Electric vehicle revolution drives demand for lithium-ion batteries

  • 19 3月 2018

  We spoke with Thomson Reuters on all things supply chain at their Global Base Metals Forum

• Editorial

  Will electric vehicle manufacturers be able to secure enough raw materials moving forward?

  • 06 4月 2018

  We sat down with Dukascopy TV to discuss what's happening with the battery and raw materials used in electric vehicles.

• Editorial

  Growth in electric vehicles to transform the lithium and cobalt industries

  • 15 3月 2018

  Electric vehicles and energy storage are dominating the metals and mining space. The supply scramble continues and some companies such as Toyota have gone 'upstream' and bought equity in lithium mines. Will this continue?

• The Edge

  Can the oil industry learn from mining’s famine to feast?

  • 06 3月 2018

  Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game.

• Editorial

  Mining sector investment losses

  • 05 12月 2017

  Exploring the industry's new focus on ‘value over volume’.

• Editorial

  How can mining companies capture the value presented by new opportunities?

  • 11 1月 2018

  We believe mining company managers should focus on three key issues to achieve future growth: right-sizing projects, developing a strong investment thesis and creating a balanced portfolio.

• Editorial

  Can mining companies grow while keeping the value imperative in check?

  • 23 1月 2018

  Find out how some companies have avoided the value vs volume trade-off.

• Editorial

  Is ‘value over volume’ the new mantra for miners?

  • 05 12月 2017

  After barely creating any value during the Chinese supercycle, mining companies are focusing on sustainability.

• Editorial

  LME Week recap: what a difference a year makes

  • 15 11月 2017

  Demand is positive, and question marks around supply are driving prices higher

• Editorial

  Will demand for metals increase with electric vehicle uptake?

  • 01 11月 2017

  Metals demand will extend beyond just raw materials for batteries. How is the future of metals tied to electric vehicles and peak oil demand?

• Editorial

  Electric vehicles – the story so far

  • 10 10月 2018

  How will the rise of electric vehicles impact the future of transport and the natural resources industry? In 2018, our experts have been exploring what that means for oil, metals and power markets around the world.

• Editorial

  Is Vale's S11D project a game changer?

  • 10 8月 2016

  With Vale’s new major project S11D nearing its late-2016 production start date, we look at the economics of one of the largest undeveloped resources of high grade, direct shipping iron ore known in the world.

• Opinion

  Steel: 5 things to look for in 2024

  • 25 1月 2024

  2024 will flip the script for steel. Anticipated demand recovery is on the horizon for most regions.

• Opinion

  Nickel: 5 things to look for in 2024

  • 25 1月 2024

  Politics and margins will disrupt both nickel and stainless supply this year.

• Opinion

  Aluminium: things to look for in 2024

  • 25 1月 2024

  A volatile year ahead for the aluminium market.

• Opinion

  Cathode and precursor: 5 things to look for in 2024

  • 25 1月 2024

  The energy transition has sparked a new age of global competition for the lithium-ion battery market.

• Opinion

  Zinc: things to look for in 2024

  • 25 1月 2024

  Lower zinc prices, premiums and treatment charges mean 2024 will be another challenging year for the world’s zinc producers.

• Opinion

  Corporate metals and mining: 5 things to look for in 2024

  • 25 1月 2024

  The mining industry could witness a significant divergence in strategies among major players in 2024.

• Opinion

  Steel alloys: 5 things to look for in 2024

  • 25 1月 2024

  Five major themes that will shape the steel alloy market in 2024.

• Editorial

  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.

• Opinion

  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.