A better year ahead for battery raw materials?

• 30 1月 2020

Will 2020 provide a respite for battery raw materials after a year of falling electric vehicle demand, weak prices and oversupply?

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.

The need for long duration energy storage (LDES) technologies

• 21 11月 2022

LDES technologies are promising but must be improved to aid the deep decarbonisation of electric power systems

From proposal to execution: 5 challenges on the path to net zero

• 24 11月 2020

The energy transition raises many questions, including: how will we meet the flexibility requirements of evolving power systems? What role will hydrogen play in the new energy landscape? And can the energy transition’s materials needs be met?

Is the energy transition road paved with scrap metal?

• 07 1月 2021

Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

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.

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?

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?

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.

Li-ion battery recycling not expected to take off before 2030

• 08 12月 2021

Lithium-ion (Li-ion) battery recycling is not expected to take off before 2030, according to a new report by Wood Mackenzie.

Iron ore: how low can the price go?

• 25 3月 2020

Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.

Steel alloys – a defining moment

• 04 5月 2022

Join us for our "Steel Alloys – A Defining Moment" webinar when we will discuss the critical role in global decarbonisation efforts steel alloys will play.

Eye on the tiger: how higher Indian economic growth could impact global energy markets

• 20 3月 2025

In this edition of Horizons, we consider the implications of higher Indian growth for global energy markets.

Gold Product Suite

In-depth gold market analysis that helps you benchmark against competitors, evaluate opportunities, and position yourself for growth.

Rising oil prices test US producers’ willpower

• 15 1月 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

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.

Nickel Product Suite

Find clarity in the nickel industry with leading insights on supply-demand dynamics, project developments, costs of production, and future capacity requirements.

Trump's latest China tariffs - what do they mean for metals and mining?

• 10 5月 2019

The U.S has increased tariffs on $200bn of Chinese goods to 25%, from 10%, impacting a number of metals. Commentary below comes from the Wood Mackenzie metals team:

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

US energy companies brace for tariff impact

• 07 2月 2025

Breaking down the impact of US tariffs on energy, trade and global markets

Quantifying battery raw material demand

• 12 4月 2022

Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.

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

Top steps miners can take to reduce scope 3 emissions

• 25 8月 2023

Motivated by climate policy and climate change vulnerabilities, the major mining companies have embraced operational net zero targets by or before 2050. But when it comes to Scope 3, there is a lack of consensus on targets.

Scope 3 considerations in metals and mining investment

• 25 8月 2023

Which companies will find it easiest to tackle value chain emissions in metals and mining? We explore how companies’ portfolios impact their ability to reduce scope 3 emissions, and what to consider when making investment decisions in metals and mining; from the barriers to collaboration to assessing transition risk and reward within the supply chain.

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