• Editorial

  Crisis in Ukraine: the global risks to commodities

  • 25 2月 2022

  The invasion of Ukraine has had an immediate effect on the global economy and markets. What are the lasting implications for commodities?

• Opinion

  China’s bull run keeps it top dog in renewables

  • 23 2月 2022

  China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.

• Featured

  Will lower margins mean a mining supercycle is inevitable?

  • 15 2月 2022

  Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?

• Opinion

  China must kickstart the green steel revolution

  • 14 10月 2022

  But are China’s consumers ready to pay a premium?

• Opinion

  What would an accelerated energy transition mean for metals and mining?

  • 18 10月 2022

  From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.

• Opinion

  Horizons podcast: Pedal to the metal

  • 26 9月 2022

  We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.

• Opinion

  Asia Pacific: a changing outlook for commodities

  • 30 8月 2022

  A preview of our Energy & Natural Resources Summit: APAC

• 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

• News Release

  Asia Pacific could become a global leader in the energy transition

  • 21 2月 2024

  Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.

• 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

• Featured

  Global energy storage: five trends to look for in 2024

  • 29 1月 2024

  Predictions for the year ahead in global energy storage

• 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

  Ten predictions for energy in 2024

  • 15 12月 2023

  A solar slowdown, relief for OPEC+, the rise of blue hydrogen, and other trends to watch out for in the year ahead

• 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

  Bumps in the road for EVs

  • 06 11月 2023

  Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification

• Opinion

  Our top 5 takeaways from the LME forum 2023

  • 03 11月 2023

  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

• Opinion

  Powering down: lithium battery supply exceeds demand

  • 12 9月 2023

  With ongoing oversupply issues, the battery market is in flux. As lithium-ion production continues to grow around the world, can demand keep up?

• Opinion

  Scope 3 considerations in metals and mining investment

  • 25 8月 2023

  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.

• Opinion

  Top steps miners can take to reduce scope 3 emissions

  • 25 8月 2023

  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.

• The Edge

  Resource nationalism and energy transition metals

  • 24 8月 2023

  Moves to maximise revenue as demand accelerates

• Opinion

  US oil and gas companies learn to live with higher standards

  • 26 5月 2023

  Pressure from stakeholders is pushing oil and gas companies to improve their environmental performance, driving industry consolidation

• Opinion

  Energy transition in the Americas: three key questions

  • 07 6月 2023

  The US, Canada and Latin America face different dilemmas in the drive to decarbonise

• Opinion

  How Colombia could lead Latin America through the energy transition

  • 23 5月 2023

  As investment into zero carbon technology ramps up around the world, Colombia has a range of opportunities to diversify.

• Opinion

  Why scrap metal is an opportunity too good to waste

  • 26 6月 2023

  Demand for energy transition metals combined with decarbonisation goals and elevated energy security concerns will underpin significant investment in scrap.

• Opinion

  The limits to resource nationalism for lithium

  • 12 5月 2023

  Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.

• Opinion

  The role of African mining in the energy transition

  • 28 2月 2023

  The energy transition took centre stage at Mining Indaba, putting a spotlight on the US$1.2 trillion opportunity – and the carbon reduction investment dilemma.