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Tariff hit to 2025 growth stymies metals supply and demand
What has changed in the last 7 months, and what challenges lie ahead for Canada?
Data-driven insights into the Anglo-Teck merger and copper supply outlook
Coordinated charging infrastructure and evolving business models are setting the stage for large-scale electrification of US medium and heavy-duty trucks
Global electrification hinges on copper - but as demand from EVs, renewables and AI soars, supply constraints and geopolitical risks threaten to reshape the market for decades to come
China’s EV surge is redefining global battery dynamics and setting the pace for the next phase of electrification
As China strengthens its grip on lithium production and refining, global efforts to diversify supply face technical, economic, and geopolitical hurdles that threaten to deepen dependence rather than reduce it
In a world being redefined by powerful macro forces, how can the metals and mining sector adapt?
COP30 represents a critical juncture for global climate policy.
In our recent series of Energy Transition Outlook webinars, our experts explored how innovation, investment and geopolitics are reshaping the path to net zero
Turbulence, trade challenges and technology are set to be key themes for metals and mined commodities in 2026.
Innovative technologies underpin an accelerated market expansion
Gigafactory capacity optimisation, Chinese industry regulation, next-gen batteries and humanoid robots are amongst the key trends to watch this year as the EV sector finally comes into its own.
The country’s impressive resources aren’t limited to its oil reserves, but what would it take to get its neglected aluminium industry up to speed?
The region’s resources are a key focus of increasing geopolitical attention, but what real potential is there for extracting them?
After years of testing and incremental deployment, autonomous electric vehicle (AEV) fleets are reaching an inflection point, and the catalyst isn't just technological advancement
As India Energy Week takes place in Goa, we explore how the country can balance growth, energy security and the transition effectively.
In this month's edition we examine how the US-China rivalry is redrawing the global energy map: America has become the world's hydrocarbon superpower while China controls nearly 90% of refined rare earths. Through five compelling charts, we explore the US LNG turnaround, rare earth monopolies, the UK North Sea's fiscal crisis, Europe's petrochemical exodus east, and AI's power demand growing at 20% annually—revealing which nations will lead the next energy era.
In this edition of Horizons, we consider the implications of higher Indian growth for global energy markets.
This research piece addresses what will be the central theme of US power markets over the next couple of years and potentially beyond.
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.
The US is facing a pivotal moment for its energy future. Depending on the results of the election, investment in the energy and natural resources sectors could play out in very different ways.
In this April edition of Horizons, we assess the cost of investing in the energy transition in a high-interest-rate era.
As the steel industry solves its carbon problem, we see a tectonic shift towards greener metallics like hydrogen-based DRI & scrap over hot metal.
What the end of China's 'zero Covid' strategy means for global energy and natural resources
War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. Read more.
We touched on a number of issues this year with our new thought-leadership series. Post-COP26, it's time to review the articles and put them in recent context.
We showcase research and analysis from some of our most accomplished and influential women in energy and natural resources. Meet some of the many outstanding women we're proud to work with – and explore their latest thinking.
Japan’s new energy plan reshapes its path to net zero, balancing nuclear, renewables and LNG for a secure energy future.
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.
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