• 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

  Coronavirus: demand downgrades for bulk commodities

  • 06 3月 2020

  The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

• Opinion

  Coronavirus: a wildcard for bulks demand

  • 28 2月 2020

  A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.

• 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

  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

  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

  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

• Opinion

  There’s no transition without transmission. How can we make it easier to build?

  • 28 5月 2024

  Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

• 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

  Batteries: frequently asked questions

  • 04 6月 2024

  An introduction to batteries, from technical specifications to battery raw materials.

• 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

• 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?

• 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

  Tesla’s share price and the future of EVs

  • 26 2月 2021

  After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

• Opinion

  Batteries with Chinese characteristics

  • 10 2月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• Opinion

  Rising oil prices test US producers’ willpower

  • 15 1月 2021

  WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

• Opinion

  Is the energy transition road paved with scrap metal?

  • 07 1月 2021

  Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.

• 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

• 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

• 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

  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