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Opinion
Controversy over COP28 | Podcast
- 30 6月 2023
On this week’s Energy Gang we delve into the challenges and opportunities ahead for the upcoming climate talks at COP 28. The gang also look at grid stability which is a critical concern and the rising demand for long-duration battery storage solutions.
Opinion
Future-facing commodities: your questions answered
- 04 5月 2023
Our experts tackle everything from lithium demand to the rare earth elements at risk of substitution, and from copper and aluminium competition to green hydrogen costs.
Opinion
Battery raw materials: tracking key market dynamics
- 19 4月 2023
The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling
Opinion
The rise and rise of Indonesian HPAL – can it continue?
- 04 4月 2023
Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.
Opinion
Clearing the red tape around renewables | Podcast
- 10 3月 2023
On this week’s episode, Dr. Melissa Lott and Emily Grubert join Ed Crooks to explore critical topics in the energy industry. They discuss the steps needed to unlock investment in renewable energy projects, energy security concerns following recent geopolitical events, and the latest innovations in battery chemistry.
Opinion
The US clean energy boom: What might stop it?
- 10 2月 2023
Robbie Orvis and Amy Myers-Jaffe, join Ed Crooks on today’s Energy Gang episode to discuss barriers that need to be addressed in the wake of the Inflation Reduction Act to ensure the continued growth of low carbon energy in the US.
Opinion
Horizons podcast: Red metal, green demand
- 18 11月 2022
How copper will be a key component within a zero-carbon economy and what the increasing demand means for the industry.
Opinion
Top 10 articles of 2022
- 10 1月 2023
It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.
Opinion
What investors want to know about energy and natural resources
- 17 6月 2020
The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”
Opinion
Metals and mining: who gets hit hardest by an economic slump?
- 19 6月 2020
Demand destruction and falling revenues leave some industry players at risk of financial distress.
Opinion
Lead is not dead
- 16 6月 2020
The lead industry is on a mission to prove its place in the energy transition. But it must keep a watchful eye on its environmental and health and safety performance, and on the regulatory landscape.
Opinion
A global economic slump: what will it mean for metals and mining?
- 11 6月 2020
Our base case view is that the recession is short and sharp with a return to “normality” from 2021, but what if it became a slump lasting five years or more? Julian Kettle explores what the impact on demand, costs and prices of mined commodities.
Opinion
How electric vehicles are driving the nickel sulphate market
- 08 6月 2020
Demand for nickel sulphate for EV batteries will accelerate past a 2020 slowdown. Can the industry keep pace?
Opinion
How green can steel go – and what does it mean for coal and iron ore?
- 21 5月 2020
Increasing carbon costs and stringent environmental investment criteria have spurred a race to develop a zero-carbon steelmaking process. What does the path to green steel look like – and what does it mean for metallurgical coal and iron ore?
Opinion
Electric vehicles: coronavirus wreaks havoc across the supply chain
- 08 4月 2020
Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.
Opinion
Horizons Live: Pedal to the metal
- 04 10月 2022
Watch on demand as our panel answers questions on the challenges facing the steel industry from the growing supply demand to the collective global goal of achieving net zero by 2050.
Opinion
Horizons Live: red metal, green demand
- 02 11月 2022
Copper's critical role in achieving net zero.
Opinion
Can the rest of the world repel China’s magnetic pull over rare earth metals?
- 19 5月 2022
By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.
Opinion
Horizons Live: The Big Ban
- 30 6月 2022
Watch on demand as we answer your questions about the consequences of the Ukraine war on commodities, and how governments, companies and investors must respond as the outlook for energy is transformed.
Opinion
Horizons Live: Securing copper supply
- 29 8月 2024
In the recent Horizons Live session, our panel discussed what it would take to diversify copper supply from China – and why de-risking supply chains may be more about compromise than a complete decoupling.  
Opinion
What do President Trump’s tariffs mean for energy?
- 18 2月 2025
How will Trump’s latest tariffs impact US energy, trade and climate goals?
Opinion
US tariff announcements add to uncertainty
- 17 2月 2025
Trump’s latest tariffs could drive up costs for US energy companies and disrupt global trade.
Opinion
President Trump's executive orders on energy
- 23 1月 2025
Trump’s first-day energy policies signal a return to fossil fuel dominance, with executive orders on the Paris Agreement exit, boosting US oil and gas production and halting wind power growth. Discover how these moves reshape energy policy and industry.
Opinion
Horizons Live: metalmorphosis
- 09 11月 2023
This month's Horizons Live explored the scale of the iron and steel industry's carbon problem, and the tectonic shift that now lies ahead.
Opinion
Horizons Live: Eye on the tiger
- 09 4月 2025
What if India’s growth matched China’s 2000's boom? Explore the global energy ripple effects in this month’s Horizons Live.
Opinion
What goes up must come down: the evolution of the lithium industry
- 23 4月 2024
Following our panel at the Future Facing Commodities Forum last month, we take a look at where the lithium industry has been, where it is and where it is going
Opinion
2024 is a year of elections. What will they mean for clean energy?
- 16 4月 2024
Over half the world's countries are holding elections this year. They come at a time when resistance to the energy transition is building in many parts of the globe. Ed is joined by Amy Myers Jaffe and Vijay Vaitheeswaran to explore the ramifications of these key elections.
Opinion
Ebook | Navigating the cross-commodity metals and mining landscape in 2024
- 20 3月 2024
Key insights for investors
Opinion
What does the EU’s new decarbonisation roadmap mean for its carbon economy?
- 21 2月 2024
Key takeaways from the 2040 Climate Target, Net Zero Industry Act and Industrial Carbon Management Strategy
Opinion
Metals investment: the darkest hour is just before the dawn
- 12 2月 2024
As the world races towards 2030 and key decarbonisation targets approach, we look at how investment in metals and mining is central to achieving net zero

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