COP28: a metals and mining stocktake

• 04 12月 2023

Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

Our top 5 takeaways from the LME forum 2023

• 03 11月 2023

We recently had the pleasure of hosting the Wood Mackenzie LME Forum 2023, where experts, analysts and guest speakers from the metals and mining industry gathered to discuss key market trends

Resource nationalism and energy transition metals

• 24 8月 2023

Moves to maximise revenue as demand accelerates

Battery power play: countercyclical opportunities in raw materials

• 13 12月 2024

A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios

Metals & Mining Smelters & Refineries Cost Services

Access to detailed cost analysis of all the world’s major refineries and smelters operations, representing over 90% of global metals output.

Direct lithium extraction: is the hype justified by the reality?

• 01 10月 2024

Direct lithium extraction (DLE) offers a faster, more efficient, and environmentally promising alternative to traditional methods but faces cost, scalability and its own environmental hurdles before becoming a major player in the growing lithium market.

Grey area: can steel really go green?

• 12 9月 2024

A range of technologies are aimed at decarbonising the sector – we assess their real-world potential

Electric vehicle and battery supply chain: how a risked EV adoption puts 5 million sales at risk

• 31 7月 2024

In our latest report, we examine the challenges in EV manufacturing, supply chain, charging infrastructure and geopolitics that could disrupt electrification

A tale of a looming surplus in the lithium industry: sticky supply to stay?

• 01 8月 2024

A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?

Could new EU tariffs on Chinese imports slow EV adoption?

• 09 7月 2024

Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire

Three challenges to overseas expansion for the Chinese cathode sector

• 11 6月 2024

Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?

The industry-leading bulk metals research suite for miners

• 20 7月 2023

Rigorous research and analysis of iron ore, steel and coal sectors to inform your investment decisions and help you prepare for a lower carbon future in mining

BHP eyes Anglo American for copper growth

• 14 5月 2024

Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies

World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

• 02 5月 2024

A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

BHP’s all-share offer for Anglo American

• 29 4月 2024

BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor

Build or buy: are the copper Majors rising to the growth challenge?

• 06 4月 2021

The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

Will a lack of supply growth come back to bite the copper industry?

• 23 3月 2021

With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

Batteries with Chinese characteristics

• 10 2月 2021

At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

Are we on the cusp of another mining super-cycle?

• 23 2月 2021

The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

Five trends that will cut global emissions in 2021

• 27 1月 2021

Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

Net zero scenario to require 9.7 Mt of new copper supply over next decade

• 20 10月 2022

How much copper is needed to successfully meet the climate targets set out by the Paris Agreement?

Bulks most affected by Russia-Ukraine conflict; rising power prices a key concern

• 15 2月 2022

Trade dislocations due to sanctions, high power prices and disruption to production facilities in the conflict zone are three major threats to the metals and mining industry as result of escalating conflict between Russia and Ukraine, says Wood Mackenzie.

Metals and mined commodity price spikes could signal long-lasting changes

• 24 3月 2022

The combination of factors including the Russia-Ukraine conflict, stimulated economies, thriving post-pandemic demand, and ongoing Covid constraints on logistics have put supply chains under immense stress, triggering multiple price records for metals and mined commodities.

Steel alloys – a defining moment

• 04 5月 2022

Join us for our "Steel Alloys – A Defining Moment" webinar when we will discuss the critical role in global decarbonisation efforts steel alloys will play.

The big ban: global commodities in a post-Ukraine-war world

• 16 6月 2022

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.

Recycling alone can ease raw materials supply pressure but cannot meet demand

• 13 6月 2022

While recycling can relieve some pressure from the supply deficit of battery raw materials, it will not be able to meet demand, says Wood Mackenzie.

Complete ban on Russian commodity exports accelerate LNG growth and energy transition

• 16 6月 2022

War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. While the precise timing and implementation of future bans on Russian commodity imports are difficult to predict, a rewriting of energy trade flows is now underway.

Sweden could become a pioneer in green steel production

• 21 12月 2021

Sweden has shown it has potential to become a pioneer in green steel production, says Wood Mackenzie.

Li-ion battery recycling not expected to take off before 2030

• 08 12月 2021

Lithium-ion (Li-ion) battery recycling is not expected to take off before 2030, according to a new report by Wood Mackenzie.

China announces 'indefinite suspension of activities' under Strategic Economic Dialogue with Australia

• 06 5月 2021

China’s state planner the National Development and Reform Commission (NDRC) announced today an “indefinite suspension of all activities under China-Australia Strategic Economic Dialogue”. Wood Mackenzie experts weigh in on the event.