Industry-leading bulk metals research for industrials

• 20 7月 2023

Rigorous, in-depth analysis to provide strategic clarity for bulk consumers of iron ore, steel and coal in a rapidly evolving environment

How higher interest rates could hold up energy transition investment

• 09 5月 2024

Higher interest rates could stall investment in green technologies. Learn what Policymakers can do to keep the energy transition on track in this analysis.

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.

Wood Mackenzie 2020 Research Excellence Awards

• 23 3月 2021

In 2020, our global analysts produced an outstanding body of research to help steer our clients through the challenges and uncertainty of the Covid-19 pandemic. Our annual Research Excellence Awards celebrate the very best of that compelling and timely insight.

A new mining super-cycle: can supply rise to the challenge?

• 09 3月 2021

A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

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?

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.

2021 – cheerful or fearful?

• 13 1月 2021

And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.

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.

Alerts send warnings about the future of power

• 18 6月 2021

As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

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?

The prize for China from decarbonisation

• 23 4月 2021

China’s net-zero ambitions are a significant boost to global efforts to tackle climate change. Will the push to decarbonise transform China's economy? What does it mean for its energy markets and the supply chains? And is China well placed to capitalise on low-carbon technologies?

Is the price rally in energy and metals sustainable?

• 14 5月 2021

Green shoots of economic recovery are bursting through. Energy, metals and mining commodity markets have sensed it for months – witness the soaring prices of oil, LNG, iron ore, copper and many other metals. Is this a post-pandemic economic bounce or the start of a new supercycle?

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?

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?

Copper prices: fundamentally justified or fundamentally flawed?

• 01 6月 2021

Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

How ports can navigate the energy transition

• 15 11月 2021

Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?

Noble Steel Alloys Product Suite

An unmatched level of noble steel alloys research that gives you the knowledge you need to mitigate risk and capitalise on opportunities.

Trade becomes a new tactic for curbing emissions

• 05 11月 2021

On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

Battery raw materials: tracking key market dynamics

• 19 4月 2023

The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling

The rise and rise of Indonesian HPAL – can it continue?

• 04 4月 2023

Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.

Clearing the red tape around renewables | Podcast

• 10 3月 2023

On this week’s episode, Dr. Melissa Lott and Emily Grubert join Ed Crooks to explore critical topics in the energy industry. They discuss the steps needed to unlock investment in renewable energy projects, energy security concerns following recent geopolitical events, and the latest innovations in battery chemistry.

The US clean energy boom: What might stop it?

• 10 2月 2023

Robbie Orvis and Amy Myers-Jaffe, join Ed Crooks on today’s Energy Gang episode to discuss barriers that need to be addressed in the wake of the Inflation Reduction Act to ensure the continued growth of low carbon energy in the US.

Wood Mackenzie 2022 Research Excellence Awards

• 28 2月 2023

In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.

Metals and mining: is caution the watchword for 2023?

• 24 1月 2023

Margins cool for metals and mining in 2023. How will companies respond? And how does the picture vary across commodities?

Electric vehicles and battery supply chain: bumpy road ahead in 2023?

• 18 1月 2023

Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?

Horizons podcast: Red metal, green demand

• 18 11月 2022

How copper will be a key component within a zero-carbon economy and what the increasing demand means for the industry.

Top 10 articles of 2022

• 10 1月 2023

It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.

Metals and mining: who gets hit hardest by an economic slump?

• 19 6月 2020

Demand destruction and falling revenues leave some industry players at risk of financial distress.

Lead is not dead

• 16 6月 2020

The lead industry is on a mission to prove its place in the energy transition. But it must keep a watchful eye on its environmental and health and safety performance, and on the regulatory landscape.