Will a recession stall or just pause the great energy transition gold rush?

• 19 4月 2022

There is concern that the metals industry cannot deliver the supply required to achieve the Paris accord decarbonisation targets. Could an economic slowdown provide the breathing space that the industry needs?

Is it time for metals to get the decarbonisation credit(s) they deserve?

• 29 3月 2022

To unlock investment capital it may be time to give metals more credit as key enablers of the energy transition.

Rare earths: vital elements of the energy transition

• 23 3月 2022

Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets

Will conflict and energy security concerns spur accelerated decarbonisation?

• 15 3月 2022

Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?

China’s bull run keeps it top dog in renewables

• 23 2月 2022

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.

Will lower margins mean a mining supercycle is inevitable?

• 15 2月 2022

Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?

China must kickstart the green steel revolution

• 14 10月 2022

But are China’s consumers ready to pay a premium?

What would an accelerated energy transition mean for metals and mining?

• 18 10月 2022

From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.

Horizons podcast: Pedal to the metal

• 26 9月 2022

We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.

Why scrap metal is an opportunity too good to waste

• 26 6月 2023

Demand for energy transition metals combined with decarbonisation goals and elevated energy security concerns will underpin significant investment in scrap.

The limits to resource nationalism for lithium

• 12 5月 2023

Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.

The role of African mining in the energy transition

• 28 2月 2023

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.

What’s behind the energy storage boom?

• 06 4月 2020

We answer frequently asked questions about the fast-growing energy storage market

Battery power play: countercyclical opportunities in raw materials

• 13 12月 2024

A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios

Metals & Mining Smelters & Refineries Cost Services

Access to detailed cost analysis of all the world’s major refineries and smelters operations, representing over 90% of global metals output.

Direct lithium extraction: is the hype justified by the reality?

• 01 10月 2024

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.

Grey area: can steel really go green?

• 12 9月 2024

A range of technologies are aimed at decarbonising the sector – we assess their real-world potential

A tale of a looming surplus in the lithium industry: sticky supply to stay?

• 01 8月 2024

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?

Electric vehicle and battery supply chain: how a risked EV adoption puts 5 million sales at risk

• 31 7月 2024

In our latest report, we examine the challenges in EV manufacturing, supply chain, charging infrastructure and geopolitics that could disrupt electrification

Could new EU tariffs on Chinese imports slow EV adoption?

• 09 7月 2024

Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire

Three challenges to overseas expansion for the Chinese cathode sector

• 11 6月 2024

Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?

The industry-leading bulk metals research suite for miners

• 20 7月 2023

Rigorous research and analysis of iron ore, steel and coal sectors to inform your investment decisions and help you prepare for a lower carbon future in mining

BHP eyes Anglo American for copper growth

• 14 5月 2024

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

World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

• 02 5月 2024

A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

BHP’s all-share offer for Anglo American

• 29 4月 2024

BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor

Build or buy: are the copper Majors rising to the growth challenge?

• 06 4月 2021

The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

Will a lack of supply growth come back to bite the copper industry?

• 23 3月 2021

With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

Batteries with Chinese characteristics

• 10 2月 2021

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.

Are we on the cusp of another mining super-cycle?

• 23 2月 2021

The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

Five trends that will cut global emissions in 2021

• 27 1月 2021

Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.