Video | Analysing the potential of Glencore and Teck combining their copper operations

• 03 3月 2025

We use Lens Metals & Mining to explore the synergies of QB2 and Collahuasi

Video | Future aluminium supply: where is it coming from?

• 27 2月 2025

We use Lens Metals & Mining to take you through our aluminium supply outlook

US energy companies brace for tariff impact

• 07 2月 2025

Breaking down the impact of US tariffs on energy, trade and global markets

Walking Japan’s energy tightrope

• 06 2月 2025

Japan’s new energy plan reshapes its path to net zero, balancing nuclear, renewables and LNG for a secure energy future.

Video | Boliden's acquisition of Neves-Corvo and Zinkgruvan mine assets

• 22 1月 2025

Discover the rationale behind Boliden’s $1.37 billion acquisition, and what it means for the future of the market

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

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

Metals and mining: will 2022 be the year of rebalance?

• 25 1月 2022

Get complimentary reports from our 2022 Outlook series, including: aluminium, copper, battery raw materials, nickel, rare earths, coal and more.

Why miners won’t invest in the metals supercycle

• 30 6月 2022

Would a merger of Big Oil with Big Mining make sense?

Could Big Energy and miners join forces to deliver a faster transition?

• 23 5月 2022

Could extractive companies co-invest or combine with oil and gas Majors to help unlock the energy transition?

Will a recession stall or just pause the great energy transition gold rush?

• 19 4月 2022

There is concern that the metals industry cannot deliver the supply required to achieve the Paris accord decarbonisation targets. Could an economic slowdown provide the breathing space that the industry needs?

Fair share: why a new approach to mined energy transition resources is needed

• 20 4月 2022

Exploding demand for vital energy transition resources will only be met through better collaboration between all stakeholders, and the right fiscal structures

Quantifying battery raw material demand

• 12 4月 2022

Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.

Wood Mackenzie 2021 Research Excellence Awards

• 28 3月 2022

In 2021 our global analysts created an outstanding body of research, putting a unique angle on everything from Covid-19 and COP26 through the recovery of commodity markets and rising geopolitical risk.

Is it time for metals to get the decarbonisation credit(s) they deserve?

• 29 3月 2022

To unlock investment capital it may be time to give metals more credit as key enablers of the energy transition.

Rare earths: vital elements of the energy transition

• 23 3月 2022

Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets

Will conflict and energy security concerns spur accelerated decarbonisation?

• 15 3月 2022

Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?

China’s bull run keeps it top dog in renewables

• 23 2月 2022

China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.

Will lower margins mean a mining supercycle is inevitable?

• 15 2月 2022

Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?

China must kickstart the green steel revolution

• 14 10月 2022

But are China’s consumers ready to pay a premium?

What would an accelerated energy transition mean for metals and mining?

• 18 10月 2022

From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.

Horizons podcast: Pedal to the metal

• 26 9月 2022

We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.