Republican control will shift US energy policy away from net zero, but sweeping agenda faces roadblocks

• 18 11月 2024

Republican control in the US will move energy policy away from net zero targets, but President-elect Trump’s full agenda will face political and market opposition according to Wood Mackenzie analysis.

Copper rush: A strategic analysis

• 11 11月 2024

Power demand is set to double through 2050. This will happen amid a shift away from fossil fuels and thermal generation capacity and a move towards more renewable power. Much of that renewable power generation is copper-intensive ‒ indeed, electrification cannot happen without it.

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.

Challenges and opportunities for the steel value chain

• 21 8月 2024

During our recent Steel Value Chain Briefing held in Tokyo, we examined the trajectory of steel production, highlighting the geographical and technological differences. These discussions also covered how steelmakers are managing CO2 emissions, the carbon intensity of electric arc furnaces (EAF), potential impacts of rising scrap and EAF costs, and the effects of vertical integration in China. The broader implications for the steel, iron ore, and metallurgical coal industries amid the energy transition were key themes.

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

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?

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

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

Artificial intelligence and the future of energy

• 27 6月 2024

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.

There’s no transition without transmission. How can we make it easier to build?

• 28 5月 2024

Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

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?

Batteries: frequently asked questions

• 04 6月 2024

An introduction to batteries, from technical specifications to battery raw materials.

Can the EU and US hit EV targets amid supply chain shake up?

• 19 6月 2024

We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

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

The US puts up the barriers to Chinese products

• 20 5月 2024

China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

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

Green steel: challenging the status quo 

• 09 5月 2024

What are the big themes and challenges to look for as the iron and steel value chain decarbonises?

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.

Conflicts of interest: the cost of investing in the energy transition in a high interest-rate era

• 18 4月 2024

In this April edition of Horizons, we assess the cost of investing in the energy transition in a high-interest-rate era.

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.