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.

China’s bulks: the sentiment gap between steel and coal widens

• 25 3月 2020

The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

Batteries: powering the fight against climate change

• 22 4月 2020

Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

Making sense of the TCFD recommendations

• 20 5月 2020

The Task Force on Climate-related Financial Disclosures released recommendations years ago but getting to grips with the finer details remains a challenge for companies.

From proposal to execution: 5 challenges on the path to net zero

• 24 11月 2020

The energy transition raises many questions, including: how will we meet the flexibility requirements of evolving power systems? What role will hydrogen play in the new energy landscape? And can the energy transition’s materials needs be met?

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.

Will a lack of supply growth come back to bite the copper industry?

• 23 3月 2021

With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

Build or buy: are the copper Majors rising to the growth challenge?

• 06 4月 2021

The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

Are we on the cusp of another mining super-cycle?

• 23 2月 2021

The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

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.

Tin – the forgotten foot soldier of the energy transition

• 20 4月 2021

What’s driving demand for tin? And could a lack of ESG-compliant supply affect the pace of the energy transition?

Connect four: key findings from the first four editions of Horizons

• 12 5月 2021

Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

Australia-China relations continue to sour

• 13 5月 2021

With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

Could soaring prices see copper fly too close to the sun?

• 18 5月 2021

With ever more bullish price forecasts, copper is flying high – but is enough attention being paid to the risk of substitution associated with such high prices? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, argues that the threat from aluminium as a viable energy transmission alternative is being vastly underestimated.

Decarbonisation: is aluminium a solution or a problem?

• 15 6月 2021

Aluminium is both a major contributor to global greenhouse gas (GHG) emissions and one of the key energy transition metals needed to build a low-carbon future. Julian Kettle, Senior Vice President, Vice Chair Metals and Mining, asks: can initiatives to cut aluminium’s carbon intensity offset the impact of increasing production?

Could Africa become the home of green metals?

• 29 6月 2021

The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?

Carbon taxes – which mined commodities will be the winners and losers?

• 13 7月 2021

Carbon taxes could well provide the economic incentive needed to deliver rapid decarbonisation of the global economy. But what impact will they have on marginal costs and prices for mined commodities? And how does the competitive position of each commodity change under different carbon tax scenarios?

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?

Metals & Mining Smelters & Refineries Cost Services

Access to detailed cost analysis of all the world’s major refineries and smelters operations, representing over 90% of global metals output.

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

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.

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.

Global energy storage: five trends to look for in 2024

• 29 1月 2024

Predictions for the year ahead in global energy storage

What’s next for green steel technologies?

• 30 1月 2024

Exploring alternatives to scrap, high-grade iron ores and current steel production routes

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

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?

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

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

What’s next for the EV and battery value chains?

• 17 4月 2024

Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion

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