Is gold turning green?

• 23 6月 2021

Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

Investors exert their influence over the energy transition

• 11 6月 2021

Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

The prize for China from decarbonisation

• 23 4月 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

The US energy transition rides on the electric F-150

• 21 5月 2021

Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

Is the price rally in energy and metals sustainable?

• 14 5月 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

Southeast Asia’s steel surge: how will the region manage overcapacity?

• 11 5月 2021

Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

Mining risk: will fortune favour the brave?

• 04 5月 2021

The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

The US government speeds up drilling permit approvals

• 04 6月 2021

The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.

Copper prices: fundamentally justified or fundamentally flawed?

• 01 6月 2021

Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

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Trade becomes a new tactic for curbing emissions

• 05 11月 2021

On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

Why COP26 has to succeed

• 28 10月 2021

What happens if COP26 doesn’t put the world on a 2 °C or lower pathway? Our latest Energy Transition Outlook explores what happens if COP26 fails to lay down the law on collective goals and actions to tackle climate change.

Are mined commodity markets being viewed down the wrong end of the telescope?

• 19 10月 2021

Strong demand and talk of a supercycle have sent prices for most mined commodities shooting for the stars, but can their dramatic upward trajectory be sustained? According to Julian Kettle, Senior Vice President, Metals and Mining, it’s unlikely to be a smooth journey.

The nuclear moment

• 22 10月 2021

Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.

Winners and losers in the energy transition

• 15 10月 2021

Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

COP26 will ensure metal demand — but what about supply?

• 07 10月 2021

The huge challenge of meeting the demand for metals created by a 2050 net-zero carbon target is no secret in the mining community. But with the industry underinvesting even for a slower energy transition, policy makers must act to stimulate supply before it’s too late, says Julian Kettle, Senior Vice President, Metals and Mining.

China’s top 5 ‘must haves’ from COP26

• 02 9月 2021

With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

Why high dividends may not pay off for mining

• 10 8月 2021

The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?

What COP26 means for energy and natural resources

• 01 12月 2021

Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?

Can metals and mining keep the 1.5 degree dream alive?

• 20 12月 2021

Reviewing COP26: phase down coal, challenges for the EV supply chain, the impact of halting deforestation and if Paris-aligned financing helps metals & mining.

Green steel – will Sweden be the trailblazer?

• 21 12月 2021

Combining our expertise in power and renewables, hydrogen and metals and mining to analyse Swedish green steel ventures and their potential for the industry.

Big themes in 2022 for energy and natural resources

• 14 12月 2021

What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.

Could ‘greenflation’ stall the electric vehicle revolution?

• 26 1月 2022

Battery raw materials price inflation could put up a roadblock for electric vehicles. Will a switch in battery chemistry provide an alternative route?

Will semi-solid battery technology render solid-state batteries redundant?

• 27 7月 2022

Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.

Have miners missed the boat to invest and get ahead of the energy transition?

• 12 7月 2022

Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?

Energy transition metals: the ESG dilemma

• 18 7月 2022

Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?

Horizons podcast: The Big Ban

• 30 6月 2022

Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.

Sustainable smelting: how green can it go?

• 21 6月 2022

A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.

Does the energy transition start and finish with metals?

• 07 6月 2022

Metals, from copper and lithium to steel, hold a central role in the energy transition. The West must act now to invest in reliable, scalable and ESG compliant sources of these key commodities so vital to delivering a low-carbon future.

Green steel: three milestones on the road to lower carbon emissions

• 16 5月 2022

Steel emissions will drop 30% by 2050 – but more transformative change is needed to keep pace with an accelerated energy transition.