• Opinion

  Go for gold: increased exploration is vital for future supply

  • 25 10月 2019

  Gold is back in the spotlight, but the resurgent price highlights a challenge. Insufficient exploration spend has left gold reserves significantly depleted – but three factors could help to avert a fall in supply.

• Featured

  Aluminium vs plastic: who’ll win the water bottle war?

  • 03 9月 2019

  The hunt is on to find an eco-friendly, cost-effective alternative to plastic water bottles. Are aluminium cans the answer?

• Opinion

  A call to action to the global energy industry

  • 02 8月 2019

  Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.

• Opinion

  Can metals supply keep up with electric vehicle demand?

  • 19 8月 2019

  Battery raw materials could face supply crunch by mid-2020s. What does the long-term outlook for battery raw materials mean for electric vehicle penetration, the metals supply chain and those who invest in it?

• Featured

  Electric vehicle battery recycling: bridging a supply-side divide

  • 29 7月 2019

  Can the environmental impact of electric car batteries be mitigated? Electric vehicle battery recycling offers a sustainable solution as EV markets grow.

• Opinion

  Mining industry needs investment or metal shortages are inevitable

  • 03 7月 2019

  The mining industry needs investment now, or there is a risk of metal shortages in ten year's time. What will it take to convince investors that the time is right?

• Opinion

  Beyond bunkers: The surprising impact of IMO 2020

  • 26 6月 2019

  The IMO 2020 regulations could have a far-reaching impact beyond just the shipping and refining sectors. We explore how it could affect steel and the electric vehicle battery industry.

• Opinion

  Iron ore: who will fill the emerging supply gap?

  • 03 6月 2019

  The tightly balanced iron ore market was a hot topic at Singapore Iron Ore week, Asia Pacific’s biggest annual gathering of steel and iron ore industry insiders. What else caught our analysts’ attention at this year’s conference?

• Opinion

  Diversified mining: will capital allocation strategies continue to provide predictable investor returns?

  • 13 8月 2024

  Diversified miners are in a robust financial position following the 2015 commodity price crash, despite volatile dividend payouts. 

• Opinion

  Ebook | The global metals and mining outlook: a cross-commodity view

  • 16 7月 2024

  Key insights for investors and financial institutions

• Opinion

  Value addition in the US$1 trillion battery value chain

  • 28 6月 2024

  Four key takeaways from a public sector perspective

• Opinion

  How do Western sanctions on Russia impact the global metals, mining and coal markets?

  • 29 5月 2024

  We explore how Russia's economy is adapting to Western sanctions by pivoting to new markets in Asia, and what this shift means for global trade and economic stability

• Opinion

  How are diversified miners tackling scope 3 emissions?

  • 23 5月 2024

  Assessing corporate approaches to setting targets and addressing indirect emissions in the value chain

• Content

  Industry-leading bulk metals research for industrials

  • 20 7月 2023

  Rigorous, in-depth analysis to provide strategic clarity for bulk consumers of iron ore, steel and coal in a rapidly evolving environment

• The Edge

  How higher interest rates could hold up energy transition investment

  • 09 5月 2024

  Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Featured

  Wood Mackenzie 2020 Research Excellence Awards

  • 23 3月 2021

  In 2020, our global analysts produced an outstanding body of research to help steer our clients through the challenges and uncertainty of the Covid-19 pandemic. Our annual Research Excellence Awards celebrate the very best of that compelling and timely insight.

• Opinion

  Metals and mining: how much value is at risk from carbon policy?

  • 16 3月 2021

  The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?

• Featured

  A new mining super-cycle: can supply rise to the challenge?

  • 09 3月 2021

  A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

• Opinion

  Aiming high: can China’s steel industry hit its ambitious targets?

  • 15 2月 2021

  China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?

• Featured

  Metals & mining: what to look out for in 2021

  • 03 2月 2021

  Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Opinion

  Harnessing the sun: how rising solar power demand impacts base metals

  • 09 8月 2021

  Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

• Opinion

  Alerts send warnings about the future of power

  • 18 6月 2021

  As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

• Opinion

  Is gold turning green?

  • 23 6月 2021

  Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

• The Edge

  The prize for China from decarbonisation

  • 23 4月 2021

  China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

• The Edge

  Is the price rally in energy and metals sustainable?

  • 14 5月 2021

  Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

• Opinion

  Southeast Asia’s steel surge: how will the region manage overcapacity?

  • 11 5月 2021

  Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

• Featured

  Mining risk: will fortune favour the brave?

  • 04 5月 2021

  The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

• Featured

  Copper prices: fundamentally justified or fundamentally flawed?

  • 01 6月 2021

  Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?