Next commodities supercycle will be driven by global energy transition

• 15 7月 2021

Another commodities supercycle is on the horizon, but it will be different from any that have come before. Fossil fuels won’t be in the vanguard and the winners will be the industrial metals needed to electrify society - cobalt, lithium, copper, nickel, and aluminium.

ArcelorMittal to take green steel honours with Sestao plan

• 13 7月 2021

European steelmaker ArcelorMittal today announced plans to become the world’s first steelmaker to produce fossil-free steel using virgin iron. ArcelorMittal, the world’s second largest steelmaker and Europe’s largest producer, plans to produce fossil-free steel via a process known as H-DRI-EAF.

What would an EU carbon border adjustment mechanism mean?

• 14 7月 2021

The EU Commission proposed a carbon border adjustment mechanism (CBAM) as part of today’s “Fit for 55” package. James Whiteside, global head of multi-commodity research at Wood Mackenzie, said: “As the first mechanism of its kind, the CBAM is being designed in consultation with industry to avoid unintended consequences. “A CBAM that does not cover a substantial portion of the production chain will encourage carbon leakage - pushing emissions beyond the borders of the EU or shifting competition between EU and non-EU producers to the next stage of the value chain.”

Slower H2 demand across most commodities in China

• 28 7月 2021

Demand across most commodities in China is expected to slow down in the second half of 2021, according to Wood Mackenzie’s new monthly China Economic Focus report.

China’s CATL launches sodium-ion battery

• 29 7月 2021

China’s CATL unveiled its newly-developed sodium-ion battery at a launch event today.

Solar energy to boost demand for base metals

• 09 8月 2021

According to a new report from Wood Mackenzie, a Verisk business (Nasdaq:VRSK), solar power will have a significant impact on demand for aluminium, copper, and zinc, with the usage of all three metals in the sector set to double by 2040.

Asia Pacific FTM storage costs to decline 30% by 2025

• 19 1月 2021

All-in front-of-the-meter (FTM) battery storage system costs in Asia Pacific markets could decline by more than 30% by 2025, says Wood Mackenzie.

China’s green ambitions can complement energy security and economic goals

• 18 3月 2021

Wood Mackenzie’s latest report reveals that China’s march towards carbon neutrality by 2060 can complement both energy security and economic goals.

Horizons Live: Conflicts of interest

• 14 5月 2024

Transitioning to a net zero global economy is a monumental investment challenge. Meeting the challenge, already an outside bet, will have to happen against a less favourable monetary backdrop than the world has been used to since 2009. This month's Horizons live panel discuss the cost of investing in the energy transition in a high-interest-rate era.

Wood Mackenzie LME Forum 2025

• 15 10月 2025

Attend the Wood Mackenzie LME Forum in London to discuss challenges and opportunities for mined commodities, including lithium, nickel, copper, aluminium, EV & Batteries and Zinc.

Shifting away from China for critical minerals would increase costs and delay the energy transition, warns Wood Mackenzie

• 15 8月 2024

As major global economies look to reposition critical minerals supply chains outside China, the resulting inefficiencies could increase the cost of finished goods and delay the energy transition. The world cannot achieve decarbonisation without copper, a crucial component in electrification. Curr...

Webinar | From molecules to electrons: Trump 2.0 and the impact on the energy transition

• 03 12月 2024

The 2024 US election result and an incoming Trump 2.0 administration arrive at a pivotal moment for the energy transition. As policies and priorities shift, their impact will ripple across the energy and natural resources sectors. This webinar mini-series dives into the heart of these changes, offering expert insights into how the outcomes could redefine the energy landscape. The mini-series consists of two webinars: molecules (oil, gas/LNG, carbon, hydrogen, and sustainable fuels) and electrons (renewable electricity, batteries, electrified transport, power markets and grid innovations).

2020年第四季度金属在线研讨会

• 03 11月 2020

2020年是充满不确定性的一年，突如其来的疫情给全世界的经济带来巨大的冲击，也深深地影响了金属的市场和商品的价格。和诸位一道，伍德麦肯兹也在紧密跟踪这一年来市场的变化。 在2020年逐步接近尾声之际，我们回顾过去，总结当下，展望未来，在第四季度金属研讨会上为您带来金属行业独到的分析，与您分享我们最新的观点。本次研讨会的话题包括： • 铝市场展望 • 铜市场展望 • 金市场展望 • 镍市场展望

LME Week 2020: $1 trillion needed for key energy transition metals by 2035

• 21 10月 2020

More than $1 trillion of investment will be needed in key energy transition metals - aluminium, cobalt, copper, nickel and lithium - over the next 15 years just to meet the growing demands of decarbonisation, according to Wood Mackenzie. This is almost double the figure invested over the previous 15 years.

Metals & Mining Briefing | Is 2020 the year that changed mined commodities forever?

• 10 11月 2020

Join our senior metals and mining experts as they assess the impacts of 2020 on mined commodities and what's in store next for markets.

Key battery metals need more investment to meet climate targets

• 10 9月 2020

According to Wood Mackenzie's Accelerated Energy Transition (AET) scenario, which sees global warming limited to 2.5 degrees (Celsius), the battery raw materials supply chain requires much more investment by 2030.

Global lithium-ion cell manufacturing capacity to quadruple to 1.3 TWh by 2030

• 11 8月 2020

Wood Mackenzie’s latest report shows that global lithium-ion cell manufacturing capacity pipeline could rise fourfold to reach 1.3 terawatt-hour (TWh) in 2030 compared to 2019.

What does the pathway to a net-zero economy look like for miners?

• 06 7月 2020

Global emissions must reach net-zero by the second half of the century to keep global temperature rises below 2°C. Emissions from metals production will need to halve over the next 20 years in order to hit this target, according to Wood Mackenzie.

Escalation of US sanctions on Turkish aluminium imports would devastate Turkish downstream sector

• 10 8月 2018

Commenting on today's announcement from Donald Trump regarding the US' intentions to double tariffs on aluminium imports from Turkey, Wood Mackenzie Senior Research Analyst, Kamil Wlazly, said:

New dual-credit scheme can elevate Chinese electric vehicles industry

• 19 1月 2018

Under heavy subsidies from the government, China's electric vehicles (EV) market has grown exponentially to overtake the United States as the world's largest EV market. However with subsidies fading out in two years' time, the Chinese government and EV manufacturers are pressed for time to sustain the growth momentum in EVs. Wood Mackenzie's latest research reveals that China's proposed dual-credit scheme can reshape the EV market for a more sustainable development beyond the abolishment of subsidies in 2020. The EV penetration rate is projected to hit 17% in 2035 as a result.

Indonesia elections and impact on energy and mining and metals sectors

• 16 4月 2019

Indonesia heads to the polls on 17 April 2019. Wood Mackenzie and sister company Verisk Maplecroft discuss what this means for the energy, and mining and metals sectors.

IMO 2020 – what does it mean for downstream, upstream, LNG and bulks sectors?

• 07 5月 2019

Implementation of IMO 2020 regulation is just eight months away and its implications will be felt beyond refining and shipping. Wood Mackenzie's Asia Pacific experts weigh in on what this means for the different sectors.

Trump's latest China tariffs - what do they mean for metals and mining?

• 10 5月 2019

The U.S has increased tariffs on $200bn of Chinese goods to 25%, from 10%, impacting a number of metals. Commentary below comes from the Wood Mackenzie metals team:

Tsingshan Indonesia shakes up stainless steel markets in South East Asia

• 15 7月 2019

Shockwaves from Tsingshan's new stainless steel hub in Indonesia are reverberating across South East Asia and beyond, according to Wood Mackenzie

Trump raises Turkey's steel import tariff to 50%

• 15 10月 2019

US President Donald Trump has announced an increase in Section 232 tariffs on Turkish steel from 25% to 50%

Iron ore – 5 things to watch in 2020

• 20 1月 2020

Slower demand growth (especially in China) and a decent recovery in seaborne supply will continue to feature prominently in the iron ore industry in 2020. Prices will fall, with annual average price forecast for 2020 at $80/t.

Global energy transition and supply issues key for aluminium in 2020

• 03 2月 2020

Potential supply disruptions in the Gulf and West Africa are key to the outlook for aluminium in 2020, according to Wood Mackenzie.

Rio Tinto will spend $1bn to reach net zero emissions by 2050

• 26 2月 2020

Rio Tinto has announced it will spend $1bn to reach net zero emissions by 2050

The nickel industry in 2020: Optimism amidst the chaos?

• 07 4月 2020

Horizons Live: The Great Reopening

• 26 4月 2023

Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.