• Opinion

  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.

• Opinion

  Ebook | How can the Super Region enable the energy transition?

  • 17 1月 2024

  Collaboration between governments and markets in the region spanning Africa, the Middle East, Central Asia and South Asia can unlock the Super Region's full metals and mining potential. In this ebook, we explore the many opportunities for the region to play a vital role in the energy transition – and the challenges it must overcome.

• Opinion

  What’s next for green steel technologies?

  • 30 1月 2024

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

• Opinion

  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

• Opinion

  Green steel: challenging the status quo 

  • 09 5月 2024

  What are the big themes and challenges to look for as the iron and steel value chain decarbonises?

• Opinion

  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

• Opinion

  Future Facing Commodities Forum 2024: your questions answered

  • 15 4月 2024

  Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

• Opinion

  What’s next for the EV and battery value chains?

  • 17 4月 2024

  Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion

• Opinion

  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

• Opinion

  Tighter at the top: taking a look at the premium end of iron ore's two-tier market

  • 21 5月 2018

  We think demand for premium iron ores will stay strong, but supply will struggle to keep up: it is getting tighter at the top.

• Opinion

  Coronavirus: a wildcard for bulks demand

  • 28 2月 2020

  A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.

• Opinion

  Coronavirus: demand downgrades for bulk commodities

  • 06 3月 2020

  The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

• Opinion

  As politicians bicker, Australia’s energy and natural resources exports to China are booming

  • 09 6月 2020

  But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

• Opinion

  The art of never letting a crisis go to waste

  • 15 7月 2020

  I asked our experts what they believe governments and companies should be doing to ensure that they emerge stronger from the crisis.

• Opinion

  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.

• Opinion

  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.

• Opinion

  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.

• Opinion

  China’s bulks: the sentiment gap between steel and coal widens

  • 25 3月 2020

  The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

• Opinion

  Batteries: powering the fight against climate change

  • 22 4月 2020

  Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

• Featured

  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?

• Opinion

  Connect four: key findings from the first four editions of Horizons

  • 12 5月 2021

  Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

• Opinion

  Australia-China relations continue to sour

  • 13 5月 2021

  With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

• Featured

  Could soaring prices see copper fly too close to the sun?

  • 18 5月 2021

  With ever more bullish price forecasts, copper is flying high – but is enough attention being paid to the risk of substitution associated with such high prices? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, argues that the threat from aluminium as a viable energy transmission alternative is being vastly underestimated.

• Featured

  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?

• Featured

  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?

• Featured

  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?

• Opinion

  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

• Featured

  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?

• Opinion

  Coal: COP26's dirty secret

  • 15 9月 2021

  There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.

• Opinion

  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?