• Opinion

  Deals show the enduring appeal of US gas

  • 19 4月 2024

  Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

• Opinion

  What’s next for the EV and battery value chains?

  • 17 4月 2024

  Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion

• Opinion

  Future Facing Commodities Forum 2024: your questions answered

  • 15 4月 2024

  Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

• Opinion

  How will the EU’s CBAM impact global iron and steel?

  • 27 3月 2024

  The Carbon Border Adjustment Mechanism has big implications for international trade patterns

• Opinion

  The energy transition sparks new interest in copper mining

  • 09 2月 2024

  A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.

• Opinion

  What’s next for green steel technologies?

  • 30 1月 2024

  Exploring alternatives to scrap, high-grade iron ores and current steel production routes

• Opinion

  Ebook | How can the Super Region enable the energy transition?

  • 17 1月 2024

  Collaboration between governments and markets in the region spanning Africa, the Middle East, Central Asia and South Asia can unlock the Super Region's full metals and mining potential. In this ebook, we explore the many opportunities for the region to play a vital role in the energy transition – and the challenges it must overcome.

• Opinion

  COP28: a metals and mining stocktake

  • 04 12月 2023

  Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

• Opinion

  Have policy headwinds pushed electric vehicles into the slow lane?

  • 23 4月 2025

  After strong global growth last year headwinds from the West will have a decelerating effect for EVs and the battery supply chain.

• Opinion

  The end of capital discipline in mining?

  • 17 4月 2025

  Discover why rising CapEx, copper-led growth and shifting strategies are reshaping the future of the mining industry.

• Opinion

  Green steel in China: easier said than done

  • 02 4月 2025

  China steel is in its post-peak era – but can it get on an emissions pathway?  

• Opinion

  What Trump's tariff policy means for energy and natural resources

  • 08 4月 2025

  Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities

• Opinion

  Video | Analysing the potential of Glencore and Teck combining their copper operations

  • 03 3月 2025

  We use Lens Metals & Mining to explore the synergies of QB2 and Collahuasi

• Opinion

  Video | Future aluminium supply: where is it coming from?

  • 27 2月 2025

  We use Lens Metals & Mining to take you through our aluminium supply outlook

• Opinion

  US energy companies brace for tariff impact

  • 07 2月 2025

  Breaking down the impact of US tariffs on energy, trade and global markets

• Opinion

  Video | Boliden's acquisition of Neves-Corvo and Zinkgruvan mine assets

  • 22 1月 2025

  Discover the rationale behind Boliden’s $1.37 billion acquisition, and what it means for the future of the market

• 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

  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.

• Opinion

  Battery power play: countercyclical opportunities in raw materials

  • 13 12月 2024

  A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios

• Opinion

  Direct lithium extraction: is the hype justified by the reality?

  • 01 10月 2024

  Direct lithium extraction (DLE) offers a faster, more efficient, and environmentally promising alternative to traditional methods but faces cost, scalability and its own environmental hurdles before becoming a major player in the growing lithium market.

• Opinion

  Challenges and opportunities for the steel value chain

  • 21 8月 2024

  During our recent Steel Value Chain Briefing held in Tokyo, we examined the trajectory of steel production, highlighting the geographical and technological differences. These discussions also covered how steelmakers are managing CO2 emissions, the carbon intensity of electric arc furnaces (EAF), potential impacts of rising scrap and EAF costs, and the effects of vertical integration in China. The broader implications for the steel, iron ore, and metallurgical coal industries amid the energy transition were key themes.

• Opinion

  Grey area: can steel really go green?

  • 12 9月 2024

  A range of technologies are aimed at decarbonising the sector – we assess their real-world potential

• Opinion

  Electric vehicle and battery supply chain: how a risked EV adoption puts 5 million sales at risk

  • 31 7月 2024

  In our latest report, we examine the challenges in EV manufacturing, supply chain, charging infrastructure and geopolitics that could disrupt electrification

• Opinion

  A tale of a looming surplus in the lithium industry: sticky supply to stay?

  • 01 8月 2024

  A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?

• Opinion

  Could new EU tariffs on Chinese imports slow EV adoption?

  • 09 7月 2024

  Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire

• Opinion

  There’s no transition without transmission. How can we make it easier to build?

  • 28 5月 2024

  Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

• Opinion

  Batteries: frequently asked questions

  • 04 6月 2024

  An introduction to batteries, from technical specifications to battery raw materials.

• Opinion

  Three challenges to overseas expansion for the Chinese cathode sector

  • 11 6月 2024

  Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?

• Opinion

  Can the EU and US hit EV targets amid supply chain shake up?

  • 19 6月 2024

  We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

• Opinion

  Batteries: powering the fight against climate change

  • 22 4月 2020

  Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C