Can mining companies grow while keeping the value imperative in check?

• 23 1月 2018

Find out how some companies have avoided the value vs volume trade-off.

Is ‘value over volume’ the new mantra for miners?

• 05 12月 2017

After barely creating any value during the Chinese supercycle, mining companies are focusing on sustainability.

LME Week recap: what a difference a year makes

• 15 11月 2017

Demand is positive, and question marks around supply are driving prices higher

Will demand for metals increase with electric vehicle uptake?

• 01 11月 2017

Metals demand will extend beyond just raw materials for batteries. How is the future of metals tied to electric vehicles and peak oil demand?

The rise of electric vehicles and the cobalt conundrum

• 25 9月 2018

The electric vehicle exuberance has been gaining traction in recent years. Governments are setting ever more aggressive targets on internal combustion engine bans, while automakers have been jockeying to outdo each other by laying out bullish production plans for new electrified models.

Commodity slowdown in China could be different this time

• 05 3月 2019

In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.

Webinar: IMO 2020 impact on upstream producers, LNG and bulks

• 07 5月 2019

Join us on this upcoming webinar where our industry experts will discuss how and where the ripples will be felt as we edge nearer to the implementation date of 1st January 2020.

Webinar | China Slowdown and Why This Time is Different

• 30 4月 2019

Join the webinar and learn how China's commodity demand has evolved, what options the government has to support growth, and what the impact on oil, gas and coal will be short and long-term.

Global wind turbine fleet to consume over 5.5Mt of copper by 2028

• 02 9月 2019

Over 650 GW of new onshore and 130 GW of new offshore wind capacity will be installed between 2018 and 2028. This will consume in excess of 5.5Mt of copper, according to a recent analysis by Wood Mackenzie.

China’s steel demand growth to slow as property policy tightens

• 12 9月 2019

Chinese president Xi Jinping’s mantra that “houses should be for living in, not for speculation” has been used to allude to the government’s policy to curb rising property prices for the past couple of years. Despite the cooling measures, steel demand in the property sector has shown resilience.

Global copper market to see another year of volatile prices

• 22 1月 2020

As we look to 2020, copper is faced with a finely balanced market. For now, positive investor sentiment around copper’s fundamentals is supporting higher prices.

Policy developments to shape global steel markets in 2020

• 21 1月 2020

Chinese steel demand will likely peak this year at 890 million tonnes, a growth of 1.5%, according to Wood Mackenzie. With China responsible for half of global steel demand, Chinese government policy remains core to Wood Mackenzie’s view.

Geopolitical tensions set to maintain gold’s allure in 2020

• 28 1月 2020

Gold is poised to perform strongly in 2020, with geopolitical risk set to remain elevated, according to Wood Mackenzie.

Uncertainty to cloud global nickel market outlook in 2020

• 29 1月 2020

All eyes will be on the Indonesian nickel market in 2020. The knives may be out for the country’s nascent stainless industry but the staggering potential for expansion in NPI may reduce the impact of the nickel ore export ban to a minor inconvenience. Although the global battery sector share of nickel demand is much smaller than other metals, getting the quantity of nickel that EVs will need by the mid-2020s will remain a challenge.

Chinese smelters critical to zinc market balance in 2020

• 30 1月 2020

The most important driver of the zinc market in 2020 will be the performance of the world’s zinc smelting industry, according to Wood Mackenzie.

Could 2020 market trends bring new lustre to gloomy lead market?

• 04 2月 2020

2020 will see lead transition into a market surplus after several years of significant deficit, according to Wood Mackenzie.

Webinar: IMO 2020 impact on upstream producers, LNG and bulks(2)

• 07 5月 2019

Join us on this upcoming webinar where our industry experts will discuss how and where the ripples will be felt as we edge nearer to the implementation date of 1st January 2020.

Webinar | A European battery supply chain – edging closer to reality?

• 30 4月 2020

The spread of coronavirus around the world and the resultant disruption to raw material flows has already raised questions on globalisation and increased calls rather for greater regionalisation. Even before the outbreak, voices in Europe were lobbying for the creation of a ‘home grown’ electric vehicle chain – highlighting the inherent risks in relying on the likes of China, Korea and Japan for battery cells and other components.

Webinar | Sub-Saharan Africa's response to low prices and coronavirus

• 13 5月 2020

Join Wood Mackenzie's Sub-Saharan African upstream team for its analysis on the fall-out from the oil price crash and the coronavirus pandemic. We will cover: • Not out of the woods yet: the impact of coronavirus in Sub-Saharan Africa • Before and after 9 March: Sub-Saharan Africa investment and production outlook • Cut, cut, cut: which projects are delayed in 2020/21? • What does it mean for the majors in Sub-Saharan Africa? • What can governments do to fight capital flight? A 20-minute presentation will be followed by a Q&A session with our expert panelists.

Webinar | Metals and mining slump: How bad could it get and what gets hit hardest?

• 27 5月 2020

With the collapse in demand and supply resulting from the lockdown measures, no clear pathway to recovery and much talk about a "new way of working" its no surprise that prices for most mined commodities are slumping. Whilst the circumstances that have created this situation are unprecedented as far as the duress the industry is under, we have been here before. the early 1980s, 1990s, 2000s, the GFC, 2015 the list goes on. Whilst cost structures have declined due to strong dollar and weak energy prices this is not enough to prevent margins collapsing and companies hemorrhaging cash, and the situation could get worse. With the duress that businesses will be experiencing and the need to tap debt markets to fund operations this represents an opportunity for credit and distressed debt investors. Please join us for our webinar How much demand destruction will occur and how long will it take the sector to recover ? Lessons from past cycles: In a low price environment when does cost support kick in ? Where are margins headed ? What commodities and regions are worth a second look from a credit/distress perspective ?

Distress in energy and natural resources

• 22 5月 2020

Helping investors evaluate opportunities in energy and natural resources during the Covid-19 crisis

Will aluminium supply respond as demand falters?

• 24 6月 2020

Will aluminium supply respond as demand falters?

Gold industry must invest $37bn by 2025 to maintain 2019 production levels

• 17 6月 2020

Prior to the coronavirus outbreak, peak gold supply was becoming a real possibility. Now, with exploration programmes paused or cancelled and project disruptions hampering production, the summit is in sight.

Is Vale's S11D project a game changer?

• 10 8月 2016

With Vale’s new major project S11D nearing its late-2016 production start date, we look at the economics of one of the largest undeveloped resources of high grade, direct shipping iron ore known in the world.

Zinc poised for 2017 price rally

• 07 10月 2016

A spate of scheduled mine closures, an underdeveloped project pipeline and steady demand growth is expected to provide the basis for significantly higher zinc prices later this decade.

Aluminium Product Suite

Unparalleled analysis of aluminium value chain from mining, refining, and smelting to market

Macroeconomics

Understand the interplay between commodities and the economy with macroeconomics analysis to help forecast the pace of global economic development to 2035.

Royalty increases in Brazil: a renewed burden for iron ore miners or a threat to their international competitiveness?

• 28 4月 2017

The new mining code may become effective in less than four months, meaning extra costs for local mining companies.

Iron Ore Product Suite

Gain clarity with industry-leading iron ore research and analysis in this fast-changing landscape

A Trump Administration - implications for the energy and mining industries

• 14 11月 2016

Although the Presidency does not officially begin until January 20th 2017, the dearth of concrete policy proposals leaves a high level of uncertainty around the priorities of a Trump administration.