Energy transition in the Americas: three key questions

• 07 6月 2023

The US, Canada and Latin America face different dilemmas in the drive to decarbonise

Why scrap metal is an opportunity too good to waste

• 26 6月 2023

Demand for energy transition metals combined with decarbonisation goals and elevated energy security concerns will underpin significant investment in scrap.

Is it time for metals to get the decarbonisation credit(s) they deserve?

• 29 3月 2022

To unlock investment capital it may be time to give metals more credit as key enablers of the energy transition.

Securing copper supply: no China, no energy transition

• 15 8月 2024

The world cannot decarbonise without major investment in copper. This Horizons highlights the scale of investment required in new copper mine supply, the implications for downstream processing and semi-manufacturing. China continues to dominate these sectors for copper.

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.

Five trends that will cut global emissions in 2021

• 27 1月 2021

Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

The challenge of upgrading the US grid

• 07 5月 2021

The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

The new investment cycle in energy and metals

• 03 2月 2023

On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

Could Big Energy and miners join forces to deliver a faster transition?

• 23 5月 2022

Could extractive companies co-invest or combine with oil and gas Majors to help unlock the energy transition?

Solar raw materials: a challenge to Europe’s net zero ambitions?

• 30 5月 2022

Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.

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...

Rising costs will hit solar investment

• 01 7月 2021

Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.

Artificial intelligence and the future of energy

• 27 6月 2024

Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

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.

Horizons Live: Playing by new rules

• 12 10月 2023

Our panel of experts explore the likely impacts of the CBAM as it is fully implemented over the coming decade and beyond.

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.

China must kickstart the green steel revolution

• 14 10月 2022

But are China’s consumers ready to pay a premium?

Webinar | Brazil Iron Ore Supply: Outlook and challenges

• 20 5月 2020

Please join us on Wednesday, May 20th for a presentation and discussion with Cicero Machado, Principal Analyst, Americas Iron Ore and Steel at Wood Mackenzie. In this 45-minute webinar will discuss: Vale: terrible 2019, challenging 2020. What’s next? How close is Samarco to come back online? CSN and Minas-Rio: at full speed! Junior miners and projects: yes, there is more supply from Brazil potentially reaching the seaborne market! How “premium” is the “premium” iron ore product from Brazil? Cash costs: FX and (low) oil prices to drive costs to a record-low We will have a Q&A session afterwards.

Future Facing Commodities Forum 2025

• 30 4月 2025

Future Facing Commodities Forum returns on 30 April 2025, focusing on the outlook for the key commodities that underpin the energy transition.

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.

Strong macro headwinds provide a mixed outlook for mined commodity markets

• 08 10月 2018

Strong macro headwinds provide a mixed outlook for mined commodity markets. Understand the factors affecting nickel, copper, aluminium, zinc, lithium and cobalt, lead and iron ore prices.

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

Steel alloys: a defining moment

• 24 5月 2022

Battery and energy storage applications mean steel alloys will play an increasingly important role in the energy transition. Here's our outlook for stainless steel, bulk alloys and noble alloys.

Graphite Product Suite

Leading graphite market analysis covering the entire graphite supply chain and major graphite markets across the world

Asia Pacific: a changing outlook for commodities

• 30 8月 2022

A preview of our Energy & Natural Resources Summit: APAC

Big Mining pivots to copper for growth

• 03 4月 2025

Miners are shifting gears - boosting copper investment while the rest of the sector cuts back. Is this the end of capital discipline?

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

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?  

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

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