• 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.

• Opinion

  Can America smelt again?

  • 01 10月 2024

  The United States once dominated global aluminium production, with vast smelting operations powering America's industrial might. Today, that dominance has crumbled. Rising energy costs and fierce international competition have decimated domestic capacity, leaving America increasingly dependent on foreign suppliers for this critical metal.

• Opinion

  What Trump's tariff policy means for energy and natural resources

  • 08 4月 2025

  Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities

• Opinion

  Video | Analysing the potential of Glencore and Teck combining their copper operations

  • 03 3月 2025

  We use Lens Metals & Mining to explore the synergies of QB2 and Collahuasi

• Opinion

  Video | Future aluminium supply: where is it coming from?

  • 27 2月 2025

  We use Lens Metals & Mining to take you through our aluminium supply outlook

• Opinion

  US energy companies brace for tariff impact

  • 07 2月 2025

  Breaking down the impact of US tariffs on energy, trade and global markets

• Opinion

  Video | Boliden's acquisition of Neves-Corvo and Zinkgruvan mine assets

  • 22 1月 2025

  Discover the rationale behind Boliden’s $1.37 billion acquisition, and what it means for the future of the market

• 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

  Three reasons why bauxite seaborne trade is set to grow sharply over the next decade

  • 21 6月 2019

  Three reasons why bauxite seaborne trade is set to grow sharply over the next decade

• Opinion

  Tighter at the top: taking a look at the premium end of iron ore's two-tier market

  • 21 5月 2018

  We think demand for premium iron ores will stay strong, but supply will struggle to keep up: it is getting tighter at the top.

• Opinion

  Lead: things to look for in 2024

  • 25 1月 2024

  Opportunities as well as threats will be highlighted in 2024

• Opinion

  Rare earths: 5 things to look for in 2024

  • 25 1月 2024

  Decarbonisation of key sectors, such as transport, and increasing renewable energy generation is driving demand for rare earth permanent magnets.

• Opinion

  Graphite: 5 things to look for in 2024

  • 25 1月 2024

  China’s influence on graphite supply chains will remain at the core of industry trends in 2024.

• Opinion

  Iron ore: 5 things to look for in 2024

  • 25 1月 2024

  The global iron ore markets will continue to witness fluctuating growth trends in 2024.

• Opinion

  Horizons Live: Trading cases

  • 06 6月 2025

  Our panel explored how the Trump administration's 'Liberation Day' tariffs marked a pivotal moment in global trade, potentially reversing the effects of China's 2001 WTO entry and accelerating deglobalization trends

• Opinion

  Have policy headwinds pushed electric vehicles into the slow lane?

  • 23 4月 2025

  After strong global growth last year headwinds from the West will have a decelerating effect for EVs and the battery supply chain.

• Opinion

  Green steel in China: easier said than done

  • 02 4月 2025

  China steel is in its post-peak era – but can it get on an emissions pathway?  

• Opinion

  The end of capital discipline in mining?

  • 17 4月 2025

  Discover why rising CapEx, copper-led growth and shifting strategies are reshaping the future of the mining industry.

• Opinion

  How will the lithium market rebalance?

  • 06 5月 2025

  At our recent Future Facing Commodities event, we explored how a looming supply glut can be addressed.

• Opinion

  Copper: strategic insight amid policy risk and smelter margin pressures

  • 30 4月 2025

  How will trade tensions and falling smelter margins shape copper’s future? Discover what industry leaders had to say at CESCO 2025.

• Opinion

  Energy and the ‘big beautiful bill’

  • 06 6月 2025

  Dive into the high-stakes world of energy policy and its role in the US-China AI race, featuring insights from top experts at the ACORE Finance Forum in New York

• Opinion

  The strategic planning outlook for lithium | Video

  • 23 5月 2025

  We use Lens Metals & Mining to take you through our strategic planning outlook for lithium.