Wood Mackenzie expands energy transition expertise with acquisition of Roskill

• 18 6月 2021

Wood Mackenzie is pleased to announce its acquisition of Roskill, a privately-owned company and leader in metals and materials supply chain intelligence.

Iron ore – 5 things to watch in 2020

• 20 1月 2020

Slower demand growth (especially in China) and a decent recovery in seaborne supply will continue to feature prominently in the iron ore industry in 2020. Prices will fall, with annual average price forecast for 2020 at $80/t.

Rare earth elements: frequently asked questions

• 01 10月 2021

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?

Metals and Mining Briefing | Capturing value from carbon taxes

• 08 7月 2021

Join us on Thursday 8th July for a discussion with Wood Mackenzie’s senior metals and mining experts to understand how carbon taxes and stakeholder pressure are reshaping the metals and mining investment environment.

Cobalt Product Suite

Comprehensive cobalt market analysis covering the entire cobalt supply chain and major cobalt markets across the globe

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?

Fair share: why a new approach to mined energy transition resources is needed

• 20 4月 2022

Exploding demand for vital energy transition resources will only be met through better collaboration between all stakeholders, and the right fiscal structures

Our top 5 takeaways from the LME forum 2023

• 03 11月 2023

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

COP28: a metals and mining stocktake

• 04 12月 2023

Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

What’s next for green steel technologies?

• 30 1月 2024

Exploring alternatives to scrap, high-grade iron ores and current steel production routes

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

How will the EU’s CBAM impact global iron and steel?

• 27 3月 2024

The Carbon Border Adjustment Mechanism has big implications for international trade patterns

Three reasons why bauxite seaborne trade is set to grow sharply over the next decade

• 21 6月 2019

Three reasons why bauxite seaborne trade is set to grow sharply over the next decade

What’s behind the energy storage boom?

• 06 4月 2020

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

Is conventional ESG data failing mining companies and investors?

• 23 9月 2020

As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.

How long can nickel prices defy market fundamentals?

• 29 9月 2020

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.

Are miners ready for a net zero future?

• 21 10月 2020

Miners are facing greater pressure than ever to cut emissions. We examine the policies and operations of the five largest diversified miners – Anglo American, BHP, Glencore, Rio Tinto and Vale – to see how they are making headway and where the key challenges lie.

Tin – the forgotten foot soldier of the energy transition

• 20 4月 2021

What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?

Decarbonisation: is aluminium a solution or a problem?

• 15 6月 2021

Aluminium is both a major contributor to global greenhouse gas (GHG) emissions and one of the key energy transition metals needed to build a low-carbon future. Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, asks: can initiatives to cut aluminium’s carbon intensity offset the impact of increasing production?

Could Africa become the home of green metals?

• 29 6月 2021

The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?

Carbon taxes – which mined commodities will be the winners and losers?

• 13 7月 2021

Carbon taxes could well provide the economic incentive needed to deliver rapid decarbonisation of the global economy. But what impact will they have on marginal costs and prices for mined commodities? And how does the competitive position of each commodity change under different carbon tax scenarios?

COP26: Why battery raw materials are a highly-charged topic

• 13 10月 2021

Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification

Carbon taxes: more carrot and a larger stick required?

• 28 7月 2021

Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?

Is green smelting possible?

• 13 9月 2021

Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?

COP26: Why base metals should be high on the agenda

• 06 10月 2021

The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?

Faster decarbonisation: back to basics for the mining industry?

• 02 11月 2021

Constraints on delivering the metals for an accelerated energy transition exist at every level, from insufficient investment to a growing shortage of mining engineering graduates. Julian Kettle, Vice Chair, Metals and Mining, looks at some basic principles behind tackling a complex challenge.

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

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?

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

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