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Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.
It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.
Watch on demand as we answer your questions about the consequences of the Ukraine war on commodities, and how governments, companies and investors must respond as the outlook for energy is transformed.
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.
What if India’s growth matched China’s 2000's boom? Explore the global energy ripple effects in this month’s Horizons Live.
In the recent Horizons Live session, our panel discussed what it would take to diversify copper supply from China – and why de-risking supply chains may be more about compromise than a complete decoupling.
Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.
A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.
We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.
Decarbonisation of key sectors, such as transport, and increasing renewable energy generation is driving demand for rare earth permanent magnets.
China’s influence on graphite supply chains will remain at the core of industry trends in 2024.
The global iron ore markets will continue to witness fluctuating growth trends in 2024.
Opportunities as well as threats will be highlighted in 2024
Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.
REEs are used in many key industries: electrical, oil, wind and electric vehicles. Where are they found and what's their role in the energy transition?
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade
We answer frequently asked questions about the fast-growing energy storage market
But are China’s consumers ready to pay a premium?
As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.
Nickel has ignored western market fundamentals, where demand has dried up due to the global pandemic, and prices have soared 30% since April. But these dysfunctional dynamics won't last.
Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.
At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.
We recently had the pleasure of hosting the Wood Mackenzie LME Forum 2023, where experts, analysts and guest speakers from the metals and mining industry gathered to discuss key market trends
Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.
Exploring alternatives to scrap, high-grade iron ores and current steel production routes
BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor
The Carbon Border Adjustment Mechanism has big implications for international trade patterns
Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies
Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?
Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire
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