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Rising costs will hit solar investment

01 7月 2021

Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.

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

Horizons Live: Waste to wealth

31 7月 2024

The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This month's Horizons Live examines how different industries can work towards unlocking circular value chains and initiate change.

Opinion

Horizons Live: Conflicts of interest

14 5月 2024

Transitioning to a net zero global economy is a monumental investment challenge. Meeting the challenge, already an outside bet, will have to happen against a less favourable monetary backdrop than the world has been used to since 2009. This month's Horizons live panel discuss the cost of investing in the energy transition in a high-interest-rate era.

Opinion

Horizons Live: Playing by new rules

12 10月 2023

Our panel of experts explore the likely impacts of the CBAM as it is fully implemented over the coming decade and beyond.

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.

Opinion

China must kickstart the green steel revolution

14 10月 2022

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

Webinar

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.

Webinar

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.

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.

Editorial

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.

Opinion