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Explore the themes shaping the energy transition with our monthly thought leadership.
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Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
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Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
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
In our latest report, we examine the challenges in EV manufacturing, supply chain, charging infrastructure and geopolitics that could disrupt electrification
A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?
A range of technologies are aimed at decarbonising the sector – we assess their real-world potential
Direct lithium extraction (DLE) offers a faster, more efficient, and environmentally promising alternative to traditional methods but faces cost, scalability and its own environmental hurdles before becoming a major player in the growing lithium market.
A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets
The energy transition took centre stage at Mining Indaba, putting a spotlight on the US$1.2 trillion opportunity – and the carbon reduction investment dilemma.
Demand for energy transition metals combined with decarbonisation goals and elevated energy security concerns will underpin significant investment in scrap.
The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.
Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.
But are China’s consumers ready to pay a premium?
Discover the rationale behind Boliden’s $1.37 billion acquisition, and what it means for the future of the market
China steel is in its post-peak era – but can it get on an emissions pathway?
We use Lens Metals & Mining to take you through our aluminium supply outlook
We use Lens Metals & Mining to explore the synergies of QB2 and Collahuasi
Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities
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