• News Release

  LME Week 2020: $1 trillion needed for key energy transition metals by 2035

  • 21 10月 2020

  More than $1 trillion of investment will be needed in key energy transition metals - aluminium, cobalt, copper, nickel and lithium - over the next 15 years just to meet the growing demands of decarbonisation, according to Wood Mackenzie. This is almost double the figure invested over the previous 15 years.

• News Release

  Key battery metals need more investment to meet climate targets

  • 10 9月 2020

  According to Wood Mackenzie's Accelerated Energy Transition (AET) scenario, which sees global warming limited to 2.5 degrees (Celsius), the battery raw materials supply chain requires much more investment by 2030.

• News Release

  Global lithium-ion cell manufacturing capacity to quadruple to 1.3 TWh by 2030

  • 11 8月 2020

  Wood Mackenzie’s latest report shows that global lithium-ion cell manufacturing capacity pipeline could rise fourfold to reach 1.3 terawatt-hour (TWh) in 2030 compared to 2019.

• News Release

  What does the pathway to a net-zero economy look like for miners?

  • 06 7月 2020

  Global emissions must reach net-zero by the second half of the century to keep global temperature rises below 2°C. Emissions from metals production will need to halve over the next 20 years in order to hit this target, according to Wood Mackenzie.

• Content

  Women in energy

  • 23 7月 2020

  We showcase research and analysis from some of our most accomplished and influential women in energy and natural resources. Meet some of the many outstanding women we're proud to work with – and explore their latest thinking.

• Comment

  Escalation of US sanctions on Turkish aluminium imports would devastate Turkish downstream sector

  • 10 8月 2018

  Commenting on today's announcement from Donald Trump regarding the US' intentions to double tariffs on aluminium imports from Turkey, Wood Mackenzie Senior Research Analyst, Kamil Wlazly, said:

• News Release

  New dual-credit scheme can elevate Chinese electric vehicles industry

  • 19 1月 2018

  Under heavy subsidies from the government, China's electric vehicles (EV) market has grown exponentially to overtake the United States as the world's largest EV market. However with subsidies fading out in two years' time, the Chinese government and EV manufacturers are pressed for time to sustain the growth momentum in EVs. Wood Mackenzie's latest research reveals that China's proposed dual-credit scheme can reshape the EV market for a more sustainable development beyond the abolishment of subsidies in 2020. The EV penetration rate is projected to hit 17% in 2035 as a result.

• 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.

• The Edge

  The new investment cycle in energy and metals

  • 03 2月 2023

  On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

• Opinion

  The need for long duration energy storage (LDES) technologies

  • 21 11月 2022

  LDES technologies are promising but must be improved to aid the deep decarbonisation of electric power systems

• Opinion

  As politicians bicker, Australia’s energy and natural resources exports to China are booming

  • 09 6月 2020

  But the appetite of China’s consumers for Aussie tenderloin and Merlot is insignificant in terms of overall trade. Iron ore, coal and LNG are what really matter.

• Opinion

  Making sense of the TCFD recommendations

  • 20 5月 2020

  The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

• Editorial

  Will the natural resources sector recover from Covid-19?

  • 07 5月 2020

  The outbreak of coronavirus, the oil price crash and the impending global recession present an enormous challenge for energy and natural resources. Keep up with the spread of Covid-19 and its impact on your sector.

• Content

  The industry-leading bulk metals research suite for miners

  • 20 7月 2023

  Rigorous research and analysis of iron ore, steel and coal sectors to inform your investment decisions and help you prepare for a lower carbon future in mining

• Opinion

  The US puts up the barriers to Chinese products

  • 20 5月 2024

  China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

• Opinion

  BHP eyes Anglo American for copper growth

  • 14 5月 2024

  Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies

• Opinion

  Green steel: challenging the status quo 

  • 09 5月 2024

  What are the big themes and challenges to look for as the iron and steel value chain decarbonises?

• News Release

  World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

  • 02 5月 2024

  A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

• Opinion

  BHP’s all-share offer for Anglo American

  • 29 4月 2024

  BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor