• Opinion

  Winners and losers in the energy transition

  • 15 10月 2021

  Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

• Featured

  COP26 will ensure metal demand — but what about supply?

  • 07 10月 2021

  The huge challenge of meeting the demand for metals created by a 2050 net-zero carbon target is no secret in the mining community. But with the industry underinvesting even for a slower energy transition, policy makers must act to stimulate supply before it’s too late, says Julian Kettle, Senior Vice President, Metals and Mining.

• Opinion

  China’s top 5 ‘must haves’ from COP26

  • 02 9月 2021

  With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

• Featured

  Why high dividends may not pay off for mining

  • 10 8月 2021

  The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?

• Opinion

  What COP26 means for energy and natural resources

  • 01 12月 2021

  Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?

• Featured

  Can metals and mining keep the 1.5 degree dream alive?

  • 20 12月 2021

  Reviewing COP26: phase down coal, challenges for the EV supply chain, the impact of halting deforestation and if Paris-aligned financing helps metals & mining.

• Opinion

  Green steel – will Sweden be the trailblazer?

  • 21 12月 2021

  Combining our expertise in power and renewables, hydrogen and metals and mining to analyse Swedish green steel ventures and their potential for the industry.

• The Edge

  Big themes in 2022 for energy and natural resources

  • 14 12月 2021

  What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.

• Featured

  Could ‘greenflation’ stall the electric vehicle revolution?

  • 26 1月 2022

  Battery raw materials price inflation could put up a roadblock for electric vehicles. Will a switch in battery chemistry provide an alternative route?

• Opinion

  Will semi-solid battery technology render solid-state batteries redundant?

  • 27 7月 2022

  Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.

• Featured

  Have miners missed the boat to invest and get ahead of the energy transition?

  • 12 7月 2022

  Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?

• Opinion

  Energy transition metals: the ESG dilemma

  • 18 7月 2022

  Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?

• Opinion

  Horizons podcast: The Big Ban

  • 30 6月 2022

  Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.

• Opinion

  Sustainable smelting: how green can it go?

  • 21 6月 2022

  A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.

• Featured

  Does the energy transition start and finish with metals?

  • 07 6月 2022

  Metals, from copper and lithium to steel, hold a central role in the energy transition. The West must act now to invest in reliable, scalable and ESG compliant sources of these key commodities so vital to delivering a low-carbon future.

• Opinion

  Green steel: three milestones on the road to lower carbon emissions

  • 16 5月 2022

  Steel emissions will drop 30% by 2050 – but more transformative change is needed to keep pace with an accelerated energy transition.

• Opinion

  How Russia’s war with Ukraine is changing the metals and mining trade

  • 26 4月 2022

  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

• Opinion

  Nickel and copper: building blocks for a greener future

  • 04 4月 2022

  As the energy transition drives surging demand, boosting supply will be key for copper and nickel.

• Opinion

  7 things we learned at the Future Facing Mined Commodities Forum

  • 08 3月 2022

  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.

• Opinion

  Ukraine: webinar on the impact for commodities and countries

  • 11 3月 2022

  In our rapid response webinar, our experts discussed the impact the crisis in Ukraine is having on global commodities.

• Opinion

  Europe looks for alternatives to Russian energy

  • 28 2月 2022

  European governments are looking at ways to limit their dependence on Russian energy. What plans have been announced for increased investment in LNG, nuclear power and renewables?

• Featured

  Are reported metal stocks a good measure of market fundamentals?

  • 01 3月 2022

  Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?

• Opinion

  Our top takeaways from the Coal Forum 2023

  • 12 9月 2023

  A bumpy route to decarbonisation means that coal demand will be more resilient than expected, but there is no place for complacency.

• Opinion

  Coal Forum 2023 panel: decarbonisation in real time in Australia

  • 05 9月 2023

  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.

• Opinion

  Could deep sea mining solve our critical metals dilemma?

  • 18 8月 2023

  With demand rocketing for precious minerals, to power EVs, batteries and solar panels, do we need to be exploring new frontiers to mine for more of them? This week we explore the geopolitical, economic and environmental impact of underwater mining.

• Opinion

  Is the electric vehicle and battery supply chain charged for success?

  • 15 8月 2023

  Market dynamics for electric vehicles and energy storage to 2050 will be complex

• Opinion

  The race to lead the world in clean energy | Podcast

  • 14 7月 2023

  Ed Crooks is joined by Melissa Lott and Amy Myers-Jaffe, as they discuss the economic vision behind Bidenomics and how it aims to turn the climate crisis into an opportunity for job creation and cost reduction.

• The Edge

  Can battery innovation accelerate the energy transition?

  • 13 7月 2023

  Technological progress holds real promise

• Opinion

  Six factors shaping the lithium market

  • 31 5月 2023

  Understanding lithium market nuances is vital to forecasting future demand, supply and pricing

• Opinion

  Golden opportunities to drive down mining and metals carbon emissions

  • 22 6月 2023

  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.