• Featured

  Supercycle demand: are we there yet?

  • 30 11月 2021

  If the world pursues a 2 °C decarbonisation pathway, a supercycle could exist across a broad spectrum of mined commodities. But how will it happen, if at all?

• Featured

  Metals and mining: will 2022 be the year of rebalance?

  • 25 1月 2022

  Get complimentary reports from our 2022 Outlook series, including: aluminium, copper, battery raw materials, nickel, rare earths, coal and more.

• Opinion

  Why iridium could put a damper on the green hydrogen boom

  • 15 7月 2022

  Demand for the rare platinum group metal, used as a catalyst, is set to soar as the hydrogen industry develops.

• Opinion

  Can recycling fill the battery raw material supply gap?

  • 23 6月 2022

  Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.

• The Edge

  Why miners won’t invest in the metals supercycle

  • 30 6月 2022

  Would a merger of Big Oil with Big Mining make sense?

• Featured

  Could Big Energy and miners join forces to deliver a faster transition?

  • 23 5月 2022

  Could extractive companies co-invest or combine with oil and gas Majors to help unlock the energy transition?

• Opinion

  Solar raw materials: a challenge to Europe’s net zero ambitions?

  • 30 5月 2022

  Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.

• Opinion

  Steel alloys: a defining moment

  • 24 5月 2022

  Battery and energy storage applications mean steel alloys will play an increasingly important role in the energy transition. Here's our outlook for stainless steel, bulk alloys and noble alloys.

• 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

• The Edge

  Artificial intelligence and the future of energy

  • 27 6月 2024

  Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

• 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

• 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

• 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

• Opinion

  Iron ore: how low can the price go?

  • 25 3月 2020

  Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.

• Opinion

  China’s bulks: the sentiment gap between steel and coal widens

  • 25 3月 2020

  The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

• Opinion

  5 factors that will determine the economic impact of coronavirus

  • 12 3月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.