Rare Earths Product Suite

Unmatched analysis of the entire rare earths supply chain to help you make smarter, more informed decisions

Graphite Product Suite

Leading graphite market analysis covering the entire graphite supply chain and major graphite markets across the world

Cathode & Precursor Product Suite

Unmatched analysis of the entire cathode and precursor materials supply chain to help you make smarter, more informed decisions.

Faster decarbonisation: back to basics for the mining industry?

• 02 11月 2021

Constraints on delivering the metals for an accelerated energy transition exist at every level, from insufficient investment to a growing shortage of mining engineering graduates. Julian Kettle, Vice Chair, Metals and Mining, looks at some basic principles behind tackling a complex challenge.

Rare earth elements: frequently asked questions

• 01 10月 2021

REEs are used in many key industries: electrical, oil, wind and electric vehicles. Where are they found and what's their role in the energy transition?

Supercycle demand: are we there yet?

• 30 11月 2021

If the world pursues a 2 °C decarbonisation pathway, a supercycle could exist across a broad spectrum of mined commodities. But how will it happen, if at all?

Trump's latest China tariffs - what do they mean for metals and mining?

• 10 5月 2019

The U.S has increased tariffs on $200bn of Chinese goods to 25%, from 10%, impacting a number of metals. Commentary below comes from the Wood Mackenzie metals team:

Iron ore – 5 things to watch in 2020

• 20 1月 2020

Slower demand growth (especially in China) and a decent recovery in seaborne supply will continue to feature prominently in the iron ore industry in 2020. Prices will fall, with annual average price forecast for 2020 at $80/t.

Webinar | The Energy Transition in the age of the coronavirus: a metals & mining perspective

• 22 4月 2020

Please join us on Wednesday, April 22nd for a presentation and discussion with Julian Kettle, Vice Chairman of Metals and Mining at Wood Mackenzie. With over 30 years in the industry, Julian is well placed to talk through previous mining downturns, what we can expect in the current market and how it will affect the Energy Transition for metals: • The energy transition: a double-edged sword for metals • Is carbon the new differentiator for metals? • Where is the value in a decarbonising world?

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

The limits to resource nationalism for lithium

• 12 5月 2023

Chile’s president is moving to take greater control of the country’s lithium resources. It still needs to attract international companies.

The role of African mining in the energy transition

• 28 2月 2023

The energy transition took centre stage at Mining Indaba, putting a spotlight on the US$1.2 trillion opportunity – and the carbon reduction investment dilemma.

The need for long duration energy storage (LDES) technologies

• 21 11月 2022

LDES technologies are promising but must be improved to aid the deep decarbonisation of electric power systems

Coronavirus Guide

• 03 3月 2020

How might coronavirus impact global energy and commodity markets? Our team of experts from across the energy value chain are monitoring the immediate and future impact of coronavirus on global commodity and energy markets. 

Optimising national mining policy for sustainable economic growth

• 02 7月 2019

Governing and regulating the metals and mining sector is becoming more complex. Governments need to balance an increasingly wide range of interests in order to maximise the long-term benefit of mineral resources. Learn how Wood Mackenzie can help.

Steel decarbonisation to redefine supply chains by 2050

• 19 10月 2023

The rise of electric-arc furnace technology, increased use of green feedstock and evolving carbon policies will reshape steel production and global trade patterns.

Over the rainbow: why understanding full value chain carbon intensity is trumping the colour of hydrogen

• 15 2月 2024

Dive into the hydrogen rainbow & explore carbon emissions insights focusing on colour to project-level carbon intensity for companies crafting strategies.

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.

Webinar | Brazil Iron Ore Supply: Outlook and challenges

• 20 5月 2020

Please join us on Wednesday, May 20th for a presentation and discussion with Cicero Machado, Principal Analyst, Americas Iron Ore and Steel at Wood Mackenzie. In this 45-minute webinar will discuss: Vale: terrible 2019, challenging 2020. What’s next? How close is Samarco to come back online? CSN and Minas-Rio: at full speed! Junior miners and projects: yes, there is more supply from Brazil potentially reaching the seaborne market! How “premium” is the “premium” iron ore product from Brazil? Cash costs: FX and (low) oil prices to drive costs to a record-low We will have a Q&A session afterwards.

WEBINAR | Metals markets outlook under the coronavirus “black swan”

• 21 5月 2020

Disruptions to the metals markets, as well as the sentiment change due to the coronavirus, have dominated metals markets and price movements so far in 2020. The metals markets are moving faster than ever driven by announcements from governments and companies to counter the challenges from the pandemic, and the needs for a timely understanding of the supply and demand dynamics have become of paramount importance. Please join a group of China-based consultants from Wood Mackenzie’s aluminium, copper, nickel and zinc teams for the most up-to-date outlooks for metals markets as well as the on-the-ground information in China. In this webinar, we will discuss the following topics: 1. Global metals demand scenarios and the way to recovery 2. Disruptions to global mines and smelters 3. Why situations on the metals supply chain in China are different from the rest of the world? 4. Price outlook for aluminium, copper, nickel and zinc over the short-term Please note that this webinar will be delivered in Mandarin. Fill in the form on this register for the webinar.

Webinar | Is coronavirus accelerating the zinc supply side correction?

• 03 6月 2020

Is coronavirus accelerating the zinc supply side correction?

How coronavirus altered the path of iron ore and steel markets

• 11 6月 2020

How coronavirus altered the path of iron ore and steel markets

Nickel sulphate supply to peak in 2027 as EV sector-driven demand accelerates

• 08 6月 2020

Nickel in sulphate production is expected to rise from 211 kilo-tonnes (Kt) in 2019 to its peak at 450 Kt in 2027, while demand driven by the electric vehicle (EV) sector continues to accelerate, reaching approximately 800 Kt by 2035, says Wood Mackenzie.

Metals & Mining: Latest Thinking

• 29 6月 2017

Interested in the most recent metals and mining coverage? Explore our expert insight and latest thinking into the commodities market at Wood Mackenzie.

Hitting the brakes: how the energy transition could decelerate in the US

• 16 5月 2024

The US is facing a pivotal moment for its energy future. Depending on the results of the election, investment in the energy and natural resources sectors could play out in very different ways.

Metals and Mining Briefing | Capturing value from carbon taxes

• 08 7月 2021

Join us on Thursday 8th July for a discussion with Wood Mackenzie’s senior metals and mining experts to understand how carbon taxes and stakeholder pressure are reshaping the metals and mining investment environment.