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A new Republican administration signals sweeping policy changes, from emissions standards and EV subsidies to battery tariffs and import rules. How could these shifts disrupt commodity supply chains, alter EV adoption rates and redefine opportunities for automakers and battery producers worldwide?
Aluminium: 3 things to know
We spotlight some key themes from conversations at our recent event that will shape the future of metals and mining
How will rising demand and shifting supply dynamics shape the future of the global copper market?
Securing power purchase agreements (PPAs) has become the latest trend among mining companies looking to hit emission reduction targets.
Steel production is witnessing a technology shift
In part two of a series on the outlook for the lithium industry, we explore the paths available to rebalance market dynamics
What if India’s growth matched China’s 2000's boom? Explore the global energy ripple effects in this month’s Horizons Live.
The mining industry could witness a significant divergence in strategies among major players in 2024.
The energy transition has sparked a new age of global competition for the lithium-ion battery market.
2024 will flip the script for steel. Anticipated demand recovery is on the horizon for most regions.
Lower zinc prices, premiums and treatment charges mean 2024 will be another challenging year for the world’s zinc producers.
Five major themes that will shape the steel alloy market in 2024.
Politics and margins will disrupt both nickel and stainless supply this year.
A volatile year ahead for the aluminium market.
The pace of capacity expansions on both the supply and demand side will be key for copper in 2024.
The outlook for the nickel market, particularly for use in batteries, is not as bullish as it once was - but demand is still buoyant in the Asia markets
We use Lens Metals & Mining to take you through our strategic planning outlook for lithium.
Rising demand and the push for low-carbon production are reshaping the aluminium industry
Overcapacity, struggling prices, uncertain monetary settings, peaking demand growth and supply security concerns were all on the agenda at our recent Future Facing Commodities event
Dive into the future of clean energy finance with industry titans as they navigate uncertain times and debate crucial policy changes at the ACORE Finance Forum in New York.
The impact of changing supply chains was a key theme for the red metal at our recent Future Facing Commodities Forum
Our panel of experts explore the likely impacts of the CBAM as it is fully implemented over the coming decade and beyond.
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.
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.
Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification
We recently had the pleasure of hosting the Wood Mackenzie LME Forum 2023, where experts, analysts and guest speakers from the metals and mining industry gathered to discuss key market trends
Which companies will find it easiest to tackle value chain emissions in metals and mining? We explore how companies’ portfolios impact their ability to reduce scope 3 emissions, and what to consider when making investment decisions in metals and mining; from the barriers to collaboration to assessing transition risk and reward within the supply chain.
Motivated by climate policy and climate change vulnerabilities, the major mining companies have embraced operational net zero targets by or before 2050. But when it comes to Scope 3, there is a lack of consensus on targets.
Pressure from stakeholders is pushing oil and gas companies to improve their environmental performance, driving industry consolidation
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