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?

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

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.

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 and mining: will 2022 be the year of rebalance?

• 25 1月 2022

Get complimentary reports from our 2022 Outlook series, including: aluminium, copper, battery raw materials, nickel, rare earths, coal and more.

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’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 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?

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

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.

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.

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.

Securing copper supply: no China, no energy transition

• 15 8月 2024

The world cannot decarbonise without major investment in copper. This Horizons highlights the scale of investment required in new copper mine supply, the implications for downstream processing and semi-manufacturing. China continues to dominate these sectors for copper.

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.

The challenge of upgrading the US grid

• 07 5月 2021

The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

Solar raw materials: a challenge to Europe’s net zero ambitions?

• 30 5月 2022

Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.

Shifting away from China for critical minerals would increase costs and delay the energy transition, warns Wood Mackenzie

• 15 8月 2024

As major global economies look to reposition critical minerals supply chains outside China, the resulting inefficiencies could increase the cost of finished goods and delay the energy transition. The world cannot achieve decarbonisation without copper, a crucial component in electrification. Curr...

China must kickstart the green steel revolution

• 14 10月 2022

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

Webinar | Brazil Iron Ore Supply: Outlook and challenges

• 20 5月 2020

Please join us on Wednesday, May 20th for a presentation and discussion with Cicero Machado, Principal Analyst, Americas Iron Ore and Steel at Wood Mackenzie. In this 45-minute webinar will discuss: Vale: terrible 2019, challenging 2020. What’s next? How close is Samarco to come back online? CSN and Minas-Rio: at full speed! Junior miners and projects: yes, there is more supply from Brazil potentially reaching the seaborne market! How “premium” is the “premium” iron ore product from Brazil? Cash costs: FX and (low) oil prices to drive costs to a record-low We will have a Q&A session afterwards.

Future Facing Commodities Forum 2025

• 30 4月 2025

Future Facing Commodities Forum returns on 30 April 2025, focusing on the outlook for the key commodities that underpin the energy transition.

Strong macro headwinds provide a mixed outlook for mined commodity markets

• 08 10月 2018

Strong macro headwinds provide a mixed outlook for mined commodity markets. Understand the factors affecting nickel, copper, aluminium, zinc, lithium and cobalt, lead and iron ore prices.

Big Mining pivots to copper for growth

• 03 4月 2025

Miners are shifting gears - boosting copper investment while the rest of the sector cuts back. Is this the end of capital discipline?

Video | Boliden's acquisition of Neves-Corvo and Zinkgruvan mine assets

• 22 1月 2025

Discover the rationale behind Boliden’s $1.37 billion acquisition, and what it means for the future of the market

Green steel in China: easier said than done

• 02 4月 2025

China steel is in its post-peak era – but can it get on an emissions pathway?  

Video | Future aluminium supply: where is it coming from?

• 27 2月 2025

We use Lens Metals & Mining to take you through our aluminium supply outlook

Video | Analysing the potential of Glencore and Teck combining their copper operations

• 03 3月 2025

We use Lens Metals & Mining to explore the synergies of QB2 and Collahuasi

Chinese iron ore mines: will they restart?

• 09 4月 2017

Watch our view on whether and when Chinese iron ore mines may re-start production and the factors affecting the start up.

What Trump's tariff policy means for energy and natural resources

• 08 4月 2025

Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities

Graphite Product Suite

Leading graphite market analysis covering the entire graphite supply chain and major graphite markets across the world