• Featured

  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.

• Featured

  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?

• Featured

  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?

• Featured

  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?

• Opinion

  COP26: Why battery raw materials are a highly-charged topic

  • 13 10月 2021

  Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification

• Featured

  Carbon taxes: more carrot and a larger stick required?

  • 28 7月 2021

  Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?

• Opinion

  Is green smelting possible?

  • 13 9月 2021

  Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?

• Opinion

  COP26: Why base metals should be high on the agenda

  • 06 10月 2021

  The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?

• Featured

  Faster decarbonisation: back to basics for the mining industry?

  • 02 11月 2021

  Constraints on delivering the metals for an accelerated energy transition exist at every level, from insufficient investment to a growing shortage of mining engineering graduates. Julian Kettle, Vice Chair, Metals and Mining, looks at some basic principles behind tackling a complex challenge.

• 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

  Batteries: frequently asked questions

  • 04 6月 2024

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

• 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

  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

  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

  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

  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

  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

  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

  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

• Featured

  Supercycle demand: are we there yet?

  • 30 11月 2021

  If the world pursues a 2 °C decarbonisation pathway, a supercycle could exist across a broad spectrum of mined commodities. But how will it happen, if at all?

• Featured

  Metals and mining: will 2022 be the year of rebalance?

  • 25 1月 2022

  Get complimentary reports from our 2022 Outlook series, including: aluminium, copper, battery raw materials, nickel, rare earths, coal and more.

• Featured

  Will lower margins mean a mining supercycle is inevitable?

  • 15 2月 2022

  Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?

• Opinion

  China’s bull run keeps it top dog in renewables

  • 23 2月 2022

  China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.

• Editorial

  Crisis in Ukraine: the global risks to commodities

  • 25 2月 2022

  The invasion of Ukraine has had an immediate effect on the global economy and markets. What are the lasting implications for commodities?

• Featured

  Will conflict and energy security concerns spur accelerated decarbonisation?

  • 15 3月 2022

  Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?

• Opinion

  Rare earths: vital elements of the energy transition

  • 23 3月 2022

  Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets

• Featured

  Wood Mackenzie 2021 Research Excellence Awards

  • 28 3月 2022

  In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.

• Opinion

  Can recycling fill the battery raw material supply gap?

  • 23 6月 2022

  Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.

• Opinion

  The role of African mining in the energy transition

  • 28 2月 2023

  The energy transition took centre stage at Mining Indaba, putting a spotlight on the US$1.2 trillion opportunity – and the carbon reduction investment dilemma.