• 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

• Opinion

  How are diversified miners tackling scope 3 emissions?

  • 23 5月 2024

  Assessing corporate approaches to setting targets and addressing indirect emissions in the value chain

• Opinion

  How do Western sanctions on Russia impact the global metals, mining and coal markets?

  • 29 5月 2024

  We explore how Russia's economy is adapting to Western sanctions by pivoting to new markets in Asia, and what this shift means for global trade and economic stability

• Opinion

  Video | The long-term outlook for copper

  • 18 10月 2024

  How will rising demand and shifting supply dynamics shape the future of the global copper market?

• Opinion

  Value addition in the US$1 trillion battery value chain

  • 28 6月 2024

  Four key takeaways from a public sector perspective

• Opinion

  Ebook | The global metals and mining outlook: a cross-commodity view

  • 16 7月 2024

  Key insights for investors and financial institutions

• Opinion

  Diversified mining: will capital allocation strategies continue to provide predictable investor returns?

  • 13 8月 2024

  Diversified miners are in a robust financial position following the 2015 commodity price crash, despite volatile dividend payouts. 

• Opinion

  Infographic | How the steel industry is reducing its carbon footprint

  • 20 9月 2024

  Steel production is witnessing a technology shift

• Opinion

  Five options to address the looming lithium surplus

  • 23 9月 2024

  In part two of a series on the outlook for the lithium industry, we explore the paths available to rebalance market dynamics

• Opinion

  Infographic | The future of the copper market

  • 28 10月 2024

  Rapid adoption of copper-intensive technologies will drive high future demand

• Opinion

  PPAs: transforming miners’ decarbonisation strategies

  • 11 11月 2024

  Securing power purchase agreements (PPAs) has become the latest trend among mining companies looking to hit emission reduction targets.

• Opinion

  How will the new US Republican government reshape the global electric vehicle supply chain?

  • 12 11月 2024

  A new Republican administration signals sweeping policy changes, from emissions standards and EV subsidies to battery tariffs and import rules. How could these shifts disrupt commodity supply chains, alter EV adoption rates and redefine opportunities for automakers and battery producers worldwide?

• Opinion

  The impact of Republican control on US energy policy and the IRA

  • 19 11月 2024

  We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

• Opinion

  Aluminium: 3 things to know

  • 03 12月 2024

  Aluminium: 3 things to know

• Opinion

  Harnessing the sun: how rising solar power demand impacts base metals

  • 09 8月 2021

  Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

• Featured

  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?

• Opinion

  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.

• Opinion

  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?

• Featured

  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?

• Opinion

  Voluntary carbon markets: here to stay?

  • 08 2月 2022

  What are carbon offsets, and how do they support the energy transition? Exploring the role of carbon markets in the net zero journeys of energy-intensive companies.

• Featured

  Are reported metal stocks a good measure of market fundamentals?

  • 01 3月 2022

  Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?