• Opinion

  Asia Pacific: a changing outlook for commodities

  • 30 8月 2022

  A preview of our Energy & Natural Resources Summit: APAC

• Opinion

  Deals show the enduring appeal of US gas

  • 19 4月 2024

  Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

• Opinion

  What’s next for the EV and battery value chains?

  • 17 4月 2024

  Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion

• Opinion

  Future Facing Commodities Forum 2024: your questions answered

  • 15 4月 2024

  Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

• Opinion

  How will the EU’s CBAM impact global iron and steel?

  • 27 3月 2024

  The Carbon Border Adjustment Mechanism has big implications for international trade patterns

• News Release

  Asia Pacific could become a global leader in the energy transition

  • 21 2月 2024

  Home to half of the world’s population and contributing a third to the global GDP, the Asia Pacific region is expected to maintain a 50% share of global primary energy demand and a 60% share of global carbon emissions until 2050. This trend is unlikely to change without strong policy action and investment. However, the region still has the potential to turn these challenges into opportunities and become a global leader in the energy transition.

• Opinion

  The energy transition sparks new interest in copper mining

  • 09 2月 2024

  A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.

• Opinion

  What’s next for green steel technologies?

  • 30 1月 2024

  Exploring alternatives to scrap, high-grade iron ores and current steel production routes

• Opinion

  Ebook | How can the Super Region enable the energy transition?

  • 17 1月 2024

  Collaboration between governments and markets in the region spanning Africa, the Middle East, Central Asia and South Asia can unlock the Super Region's full metals and mining potential. In this ebook, we explore the many opportunities for the region to play a vital role in the energy transition – and the challenges it must overcome.

• News Release

  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.

• News Release

  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.

• News Release

  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.

• Content

  Back to the future: the Horizons year in review

  • 09 12月 2021

  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.

• News Release

  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.

• News Release

  Steel sector emissions must fall 75% under 2°C scenario

  • 10 8月 2021

  Carbon emissions in the steel sector must fall by 75% from today’s levels to limit global warming to within 2 degree Celsius (°C), says Wood Mackenzie.

• Comment

  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.

• News Release

  Carbon neutrality goal forces Chinese aluminium smelters away from captive coal power

  • 19 4月 2021

  China’s march towards carbon neutrality is forcing its aluminium smelters away from using captive coal-fired power, says Wood Mackenzie.

• News Release

  Wood Mackenzie expands energy transition expertise with acquisition of Roskill

  • 18 6月 2021

  Wood Mackenzie is pleased to announce its acquisition of Roskill, a privately-owned company and leader in metals and materials supply chain intelligence.

• News Release

  Next commodities supercycle will be driven by global energy transition

  • 15 7月 2021

  Another commodities supercycle is on the horizon, but it will be different from any that have come before. Fossil fuels won’t be in the vanguard and the winners will be the industrial metals needed to electrify society - cobalt, lithium, copper, nickel, and aluminium.

• Comment

  ArcelorMittal to take green steel honours with Sestao plan

  • 13 7月 2021

  European steelmaker ArcelorMittal today announced plans to become the world’s first steelmaker to produce fossil-free steel using virgin iron. ArcelorMittal, the world’s second largest steelmaker and Europe’s largest producer, plans to produce fossil-free steel via a process known as H-DRI-EAF.

• Comment

  What would an EU carbon border adjustment mechanism mean?

  • 14 7月 2021

  The EU Commission proposed a carbon border adjustment mechanism (CBAM) as part of today’s “Fit for 55” package. James Whiteside, global head of multi-commodity research at Wood Mackenzie, said: “As the first mechanism of its kind, the CBAM is being designed in consultation with industry to avoid unintended consequences. “A CBAM that does not cover a substantial portion of the production chain will encourage carbon leakage - pushing emissions beyond the borders of the EU or shifting competition between EU and non-EU producers to the next stage of the value chain.”

• Comment

  Slower H2 demand across most commodities in China

  • 28 7月 2021

  Demand across most commodities in China is expected to slow down in the second half of 2021, according to Wood Mackenzie’s new monthly China Economic Focus report.

• Comment

  China’s CATL launches sodium-ion battery

  • 29 7月 2021

  China’s CATL unveiled its newly-developed sodium-ion battery at a launch event today.

• News Release

  Asia Pacific FTM storage costs to decline 30% by 2025

  • 19 1月 2021

  All-in front-of-the-meter (FTM) battery storage system costs in Asia Pacific markets could decline by more than 30% by 2025, says Wood Mackenzie.

• News Release

  China’s green ambitions can complement energy security and economic goals

  • 18 3月 2021

  Wood Mackenzie’s latest report reveals that China’s march towards carbon neutrality by 2060 can complement both energy security and economic goals.

• Opinion

  Horizons Live: Conflicts of interest

  • 14 5月 2024

  Transitioning to a net zero global economy is a monumental investment challenge. Meeting the challenge, already an outside bet, will have to happen against a less favourable monetary backdrop than the world has been used to since 2009. This month's Horizons live panel discuss the cost of investing in the energy transition in a high-interest-rate era.

• Opinion

  Horizons Live: Waste to wealth

  • 31 7月 2024

  The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This month's Horizons Live examines how different industries can work towards unlocking circular value chains and initiate change.

• Horizons

  Securing copper supply: no China, no energy transition

  • 15 8月 2024

  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.

• News Release

  Shifting away from China for critical minerals would increase costs and delay the energy transition, warns Wood Mackenzie

  • 15 8月 2024

  As major global economies look to reposition critical minerals supply chains outside China, the resulting inefficiencies could increase the cost of finished goods and delay the energy transition. The world cannot achieve decarbonisation without copper, a crucial component in electrification. Curr...

• Horizons

  Gridlock: the demand dilemma facing the US power industry

  • 17 10月 2024

  This research piece addresses what will be the central theme of US power markets over the next couple of years and potentially beyond.