• Opinion

  The rise and rise of Indonesian HPAL – can it continue?

  • 04 4月 2023

  Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.

• Opinion

  Battery raw materials: tracking key market dynamics

  • 19 4月 2023

  The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling

• Opinion

  Six factors shaping the lithium market

  • 31 5月 2023

  Understanding lithium market nuances is vital to forecasting future demand, supply and pricing

• Opinion

  Golden opportunities to drive down mining and metals carbon emissions

  • 22 6月 2023

  While there may not be a single silver decarbonisation bullet, there are emerging and significant opportunities in the mining and processing sectors to leave fossil fuels behind.

• Opinion

  Three reasons LFP cathode supply keeps expanding in an oversupplied market

  • 28 6月 2023

  The lithium iron phosphate (LFP) cathode market will demonstrate a surplus until 2035 – but demand will eventually catch up.

• Opinion

  Nickel and copper: building blocks for a greener future

  • 04 4月 2022

  As the energy transition drives surging demand, boosting supply will be key for copper and nickel.

• Opinion

  How Russia’s war with Ukraine is changing the metals and mining trade

  • 26 4月 2022

  Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports

• Featured

  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.

• Opinion

  Is the electric vehicle and battery supply chain charged for success?

  • 15 8月 2023

  Market dynamics for electric vehicles and energy storage to 2050 will be complex

• Opinion

  Coal Forum 2023 panel: decarbonisation in real time in Australia

  • 05 9月 2023

  At this year’s Coal and the Future of Energy Forum in Brisbane, panellists Bob Mckerrow (Thiess), Erik Isokangas (Mining3) and Rory Simington (Wood Mackenzie) discussed the challenges of decarbonisation within the mining industry. We break down some of our biggest takeaways.

• Opinion

  Our top takeaways from the Coal Forum 2023

  • 12 9月 2023

  A bumpy route to decarbonisation means that coal demand will be more resilient than expected, but there is no place for complacency.

• Opinion

  Decarbonising metals and mining: three key strategies to win the emissions battle

  • 26 10月 2023

  What will decide whether the sector can achieve net zero emissions while delivering the raw materials vital to the energy transition?

• Opinion

  Driving the energy transition: the EV and batteries outlook

  • 31 10月 2023

  While financial incentives are driving the switch to electric vehicles (EV) and precipitating a boom in EV sales, the result is a drastic demand for batteries and raw materials (BRMs). But how do countries protect their road transport industries long term? And who’s going to be at the forefront of this?

• Opinion

  Metals investment: the darkest hour is just before the dawn

  • 12 2月 2024

  As the world races towards 2030 and key decarbonisation targets approach, we look at how investment in metals and mining is central to achieving net zero

• Opinion

  How decarbonisation will drive mining supply-side adjustments

  • 09 11月 2020

  Governments, consumers and producers will push and pull metals and mining to reduce emissions – and it's going to mean big adjustments for the supply side.

• Opinion

  Faster decarbonisation and mining: a crisis of confidence or capital?

  • 15 12月 2020

  Fuelling an accelerated energy transition scenario calls for a massive increase in investment in key metals, and soon. What stands in the way, and can it be overcome?

• Opinion

  Five ways the copper industry can improve economics and sustainability

  • 22 12月 2020

  Driven by a growing list of stakeholder requirements and an explosion in creative solutions, is the mining industry about to accelerate its adoption of technology?

• Opinion

  2021 – cheerful or fearful?

  • 13 1月 2021

  And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

• Featured

  A new mining super-cycle: can supply rise to the challenge?

  • 09 3月 2021

  A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

• Opinion

  Metals and mining: how much value is at risk from carbon policy?

  • 16 3月 2021

  The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Featured

  Metals & mining: what to look out for in 2021

  • 03 2月 2021

  Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.

• Opinion

  Aiming high: can China’s steel industry hit its ambitious targets?

  • 15 2月 2021

  China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?

• Featured

  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?

• Opinion

  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?

• Opinion

  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?

• Featured

  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.

• Opinion

  What does the EU’s new decarbonisation roadmap mean for its carbon economy?

  • 21 2月 2024

  Key takeaways from the 2040 Climate Target, Net Zero Industry Act and Industrial Carbon Management Strategy

• Opinion

  Ebook | Navigating the cross-commodity metals and mining landscape in 2024

  • 20 3月 2024

  Key insights for investors

• Opinion

  What goes up must come down: the evolution of the lithium industry

  • 23 4月 2024

  Following our panel at the Future Facing Commodities Forum last month, we take a look at where the lithium industry has been, where it is and where it is going