• Opinion

  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

• Opinion

  US energy companies brace for tariff impact

  • 07 2月 2025

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

• The Edge

  Walking Japan’s energy tightrope

  • 06 2月 2025

  Japan’s new energy plan reshapes its path to net zero, balancing nuclear, renewables and LNG for a secure energy future.

• Opinion

  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

• Horizons

  The great reopening: what the end of China’s ’zero-Covid’ strategy means for global energy and natural resources.

  • 23 3月 2023

  What the end of China's 'zero Covid' strategy means for global energy and natural resources

• Opinion

  Horizons Live: The Great Reopening

  • 26 4月 2023

  Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.

• News Release

  Republican control will shift US energy policy away from net zero, but sweeping agenda faces roadblocks

  • 18 11月 2024

  Republican control in the US will move energy policy away from net zero targets, but President-elect Trump’s full agenda will face political and market opposition according to Wood Mackenzie analysis.

• Opinion

  Copper rush: A strategic analysis

  • 11 11月 2024

  Power demand is set to double through 2050. This will happen amid a shift away from fossil fuels and thermal generation capacity and a move towards more renewable power. Much of that renewable power generation is copper-intensive ‒ indeed, electrification cannot happen without it.

• Opinion

  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

• Opinion

  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.

• Opinion

  Challenges and opportunities for the steel value chain

  • 21 8月 2024

  During our recent Steel Value Chain Briefing held in Tokyo, we examined the trajectory of steel production, highlighting the geographical and technological differences. These discussions also covered how steelmakers are managing CO2 emissions, the carbon intensity of electric arc furnaces (EAF), potential impacts of rising scrap and EAF costs, and the effects of vertical integration in China. The broader implications for the steel, iron ore, and metallurgical coal industries amid the energy transition were key themes.

• Opinion

  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

• Opinion

  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

• Opinion

  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?

• Opinion

  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

• The Edge

  Artificial intelligence and the future of energy

  • 27 6月 2024

  Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

• Opinion

  There’s no transition without transmission. How can we make it easier to build?

  • 28 5月 2024

  Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

• Opinion

  Batteries: frequently asked questions

  • 04 6月 2024

  An introduction to batteries, from technical specifications to battery raw materials.

• Opinion

  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?

• Opinion

  Can the EU and US hit EV targets amid supply chain shake up?

  • 19 6月 2024

  We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

• 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

• Opinion

  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.

• 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

  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

  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.

• Content

  Coronavirus Guide

  • 03 3月 2020

  How might coronavirus impact global energy and commodity markets? Our team of experts from across the energy value chain are monitoring the immediate and future impact of coronavirus on global commodity and energy markets. 

• Featured

  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?

• Featured

  The IEA’s outlook to 2040

  • 15 11月 2019

  The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

• Editorial

  Optimising national mining policy for sustainable economic growth

  • 02 7月 2019

  Governing and regulating the metals and mining sector is becoming more complex. Governments need to balance an increasingly wide range of interests in order to maximise the long-term benefit of mineral resources. Learn how Wood Mackenzie can help.

• 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