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Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
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In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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The single source for exploring industry data alongside leading expertise, analyses, and modelling insights.
Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
Analysis of CCUS and offset opportunities to shape decarbonisation strategies.
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The hunt is on to find an eco-friendly, cost-effective alternative to plastic water bottles. Are aluminium cans the answer?
Join us on this upcoming webinar where our industry experts will discuss how and where the ripples will be felt as we edge nearer to the implementation date of 1st January 2020.
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.
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.
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.
Battery raw materials could face supply crunch by mid-2020s. What does the long-term outlook for battery raw materials mean for electric vehicle penetration, the metals supply chain and those who invest in it?
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.
The mining industry needs investment now, or there is a risk of metal shortages in ten year's time. What will it take to convince investors that the time is right?
The IMO 2020 regulations could have a far-reaching impact beyond just the shipping and refining sectors. We explore how it could affect steel and the electric vehicle battery industry.
The new mining code may become effective in less than four months, meaning extra costs for local mining companies.
Demand for nickel sulphate for EV batteries will accelerate past a 2020 slowdown. Can the industry keep pace?
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.
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.
Demand destruction and falling revenues leave some industry players at risk of financial distress.
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”
What does the path to becoming greener look like for steel and aluminium, two carbon-intensive industries?
How has a year of unprecedented challenges affected mined commodities? Julian Kettle shares his view on the impact of a global pandemic, and the opportunities and risks posed by the energy transition.
European governments provide welcome support for steel decarbonisation in post-pandemic plans
In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.
Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.
The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling
Understanding lithium market nuances is vital to forecasting future demand, supply and pricing
While there may not be a single silver decarbonisation bullet, there are emerging and significant opportunities in the mining and processing sectors to leave fossil fuels behind.
The lithium iron phosphate (LFP) cathode market will demonstrate a surplus until 2035 – but demand will eventually catch up.
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
Market dynamics for electric vehicles and energy storage to 2050 will be complex
At this year’s Coal and the Future of Energy Forum in Brisbane, panellists Bob Mckerrow (Thiess), Erik Isokangas (Mining3) and Rory Simington (Wood Mackenzie) discussed the challenges of decarbonisation within the mining industry. We break down some of our biggest takeaways.
A bumpy route to decarbonisation means that coal demand will be more resilient than expected, but there is no place for complacency.
What will decide whether the sector can achieve net zero emissions while delivering the raw materials vital to the energy transition?
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