• 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

  Indonesian nickel ore ban: who will fill the supply gap?

  • 10 12月 2019

  The expedited ban has significant implications for the whole industry, with a particular supply challenge for Chinese nickel pig iron (NPI) production – and an opportunity for Indonesia to catch up.

• Opinion

  Go for gold: increased exploration is vital for future supply

  • 25 10月 2019

  Gold is back in the spotlight, but the resurgent price highlights a challenge. Insufficient exploration spend has left gold reserves significantly depleted – but three factors could help to avert a fall in supply.

• Opinion

  A call to action to the global energy industry

  • 02 8月 2019

  Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.

• Opinion

  Infographic | The future of the copper market

  • 28 10月 2024

  Rapid adoption of copper-intensive technologies will drive high future demand

• Opinion

  Diversified mining: will capital allocation strategies continue to provide predictable investor returns?

  • 13 8月 2024

  Diversified miners are in a robust financial position following the 2015 commodity price crash, despite volatile dividend payouts. 

• Opinion

  Ebook | The global metals and mining outlook: a cross-commodity view

  • 16 7月 2024

  Key insights for investors and financial institutions

• Opinion

  Value addition in the US$1 trillion battery value chain

  • 28 6月 2024

  Four key takeaways from a public sector perspective

• Opinion

  How do Western sanctions on Russia impact the global metals, mining and coal markets?

  • 29 5月 2024

  We explore how Russia's economy is adapting to Western sanctions by pivoting to new markets in Asia, and what this shift means for global trade and economic stability

• Opinion

  How are diversified miners tackling scope 3 emissions?

  • 23 5月 2024

  Assessing corporate approaches to setting targets and addressing indirect emissions in the value chain

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Opinion

  Metals and mining: how much value is at risk from carbon policy?

  • 16 3月 2021

  The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?

• Opinion

  Aiming high: can China’s steel industry hit its ambitious targets?

  • 15 2月 2021

  China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Opinion

  Harnessing the sun: how rising solar power demand impacts base metals

  • 09 8月 2021

  Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

• Opinion

  Alerts send warnings about the future of power

  • 18 6月 2021

  As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

• Opinion

  Is gold turning green?

  • 23 6月 2021

  Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

• Opinion

  Southeast Asia’s steel surge: how will the region manage overcapacity?

  • 11 5月 2021

  Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

• Opinion

  How ports can navigate the energy transition

  • 15 11月 2021

  Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?

• Opinion

  Trade becomes a new tactic for curbing emissions

  • 05 11月 2021

  On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

• Opinion

  The nuclear moment

  • 22 10月 2021

  Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.

• Opinion

  Winners and losers in the energy transition

  • 15 10月 2021

  Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

• Opinion

  China’s top 5 ‘must haves’ from COP26

  • 02 9月 2021

  With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

• Opinion

  Green steel – will Sweden be the trailblazer?

  • 21 12月 2021

  Combining our expertise in power and renewables, hydrogen and metals and mining to analyse Swedish green steel ventures and their potential for the industry.

• Opinion

  Energy transition metals: the ESG dilemma

  • 18 7月 2022

  Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?

• Opinion

  Horizons podcast: The Big Ban

  • 30 6月 2022

  Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.

• Opinion

  Sustainable smelting: how green can it go?

  • 21 6月 2022

  A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.

• Opinion

  How Russia’s war with Ukraine is changing the metals and mining trade

  • 26 4月 2022

  Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports

• Opinion

  7 things we learned at the Future Facing Mined Commodities Forum

  • 08 3月 2022

  The Wood Mackenzie Future Facing Mined Commodities Forum included sessions on battery material demand, investment in energy transition metals, the drive for greener metals and more.