Are mined commodity markets being viewed down the wrong end of the telescope?

• 19 10月 2021

Strong demand and talk of a supercycle have sent prices for most mined commodities shooting for the stars, but can their dramatic upward trajectory be sustained? According to Julian Kettle, Senior Vice President, Metals and Mining, it’s unlikely to be a smooth journey.

Winners and losers in the energy transition

• 15 10月 2021

Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

COP26 will ensure metal demand — but what about supply?

• 07 10月 2021

The huge challenge of meeting the demand for metals created by a 2050 net-zero carbon target is no secret in the mining community. But with the industry underinvesting even for a slower energy transition, policy makers must act to stimulate supply before it’s too late, says Julian Kettle, Senior Vice President, Metals and Mining.

China’s top 5 ‘must haves’ from COP26

• 02 9月 2021

With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.

Why high dividends may not pay off for mining

• 10 8月 2021

The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?

What COP26 means for energy and natural resources

• 01 12月 2021

Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?

Can metals and mining keep the 1.5 degree dream alive?

• 20 12月 2021

Reviewing COP26: phase down coal, challenges for the EV supply chain, the impact of halting deforestation and if Paris-aligned financing helps metals & mining.

Green steel – will Sweden be the trailblazer?

• 21 12月 2021

Combining our expertise in power and renewables, hydrogen and metals and mining to analyse Swedish green steel ventures and their potential for the industry.

Big themes in 2022 for energy and natural resources

• 14 12月 2021

What will shape the world of energy and natural resources in 2022? Simon Flowers picks five key themes, from the energy crisis to the metals supercycle, transition cost challenges, higher investment and the chances of US$100/bbl oil.

Could ‘greenflation’ stall the electric vehicle revolution?

• 26 1月 2022

Battery raw materials price inflation could put up a roadblock for electric vehicles. Will a switch in battery chemistry provide an alternative route?

Will semi-solid battery technology render solid-state batteries redundant?

• 27 7月 2022

Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.

Have miners missed the boat to invest and get ahead of the energy transition?

• 12 7月 2022

Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?

Horizons podcast: The Big Ban

• 30 6月 2022

Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.

Sustainable smelting: how green can it go?

• 21 6月 2022

A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.

Does the energy transition start and finish with metals?

• 07 6月 2022

Metals, from copper and lithium to steel, hold a central role in the energy transition. The West must act now to invest in reliable, scalable and ESG compliant sources of these key commodities so vital to delivering a low-carbon future.

Green steel: three milestones on the road to lower carbon emissions

• 16 5月 2022

Steel emissions will drop 30% by 2050 – but more transformative change is needed to keep pace with an accelerated energy transition.

How Russia’s war with Ukraine is changing the metals and mining trade

• 26 4月 2022

Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports

Nickel and copper: building blocks for a greener future

• 04 4月 2022

As the energy transition drives surging demand, boosting supply will be key for copper and nickel.

7 things we learned at the Future Facing Mined Commodities Forum

• 08 3月 2022

The Wood Mackenzie Future Facing Mined Commodities Forum included sessions on battery material demand, investment in energy transition metals, the drive for greener metals and more.

Ukraine: webinar on the impact for commodities and countries

• 11 3月 2022

In our rapid response webinar, our experts discussed the impact the crisis in Ukraine is having on global commodities.

Europe looks for alternatives to Russian energy

• 28 2月 2022

European governments are looking at ways to limit their dependence on Russian energy. What plans have been announced for increased investment in LNG, nuclear power and renewables?

Are reported metal stocks a good measure of market fundamentals?

• 01 3月 2022

Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?

Voluntary carbon markets: here to stay?

• 08 2月 2022

What are carbon offsets, and how do they support the energy transition? Exploring the role of carbon markets in the net zero journeys of energy-intensive companies.

COP27: on the horns of the energy trilemma

• 03 11月 2022

COP27 in Egypt focused on short-term decarbonisation goals and dialogue between developed and developing nations.

In conversation with Asia Pacific’s energy and natural resources leaders

• 26 9月 2022

After exploring the current crisis and taking a deeper look into Asia’s energy transition, Gavin Thompson gives his take on the five key themes that are shaping the future of energy and natural resources across Asia Pacific.

The drive for decarbonisation: seven key charts from the Metals & Mining Forum

• 28 9月 2022

An accelerated energy transition trajectory will put metals supply under extraordinary pressure – while also dialling up the pressure on the industry to decarbonise.

Emissions Benchmarking Tool

The Emissions Benchmarking Tool provides transparency at the asset and corporate level for Upstream, Downstream and Metals & Mining.

What goes up must come down: the evolution of the lithium industry

• 23 4月 2024

Following our panel at the Future Facing Commodities Forum last month, we take a look at where the lithium industry has been, where it is and where it is going

2024 is a year of elections. What will they mean for clean energy?

• 16 4月 2024

Over half the world's countries are holding elections this year. They come at a time when resistance to the energy transition is building in many parts of the globe. Ed is joined by Amy Myers Jaffe and Vijay Vaitheeswaran to explore the ramifications of these key elections.

Ebook | Navigating the cross-commodity metals and mining landscape in 2024

• 20 3月 2024

Key insights for investors