• News Release

  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.

• News Release

  Global energy transition and supply issues key for aluminium in 2020

  • 03 2月 2020

  Potential supply disruptions in the Gulf and West Africa are key to the outlook for aluminium in 2020, according to Wood Mackenzie.

• Comment

  Rio Tinto will spend $1bn to reach net zero emissions by 2050

  • 26 2月 2020

  Rio Tinto has announced it will spend $1bn to reach net zero emissions by 2050

• Comment

  South Korea's metcoal demand to fall modestly amidst coronavirus outbreak

  • 15 4月 2020

  South Korea's hot metal production will decline by 4.2 Mt or almost 10% in 2020. There is of course a risk that production decline would be greater, if containment of the virus is unsuccessful.

• News Release

  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.

• News Release

  What does the pathway to a net-zero economy look like for miners?

  • 06 7月 2020

  Global emissions must reach net-zero by the second half of the century to keep global temperature rises below 2°C. Emissions from metals production will need to halve over the next 20 years in order to hit this target, according to Wood Mackenzie.

• News Release

  Global lithium-ion cell manufacturing capacity to quadruple to 1.3 TWh by 2030

  • 11 8月 2020

  Wood Mackenzie’s latest report shows that global lithium-ion cell manufacturing capacity pipeline could rise fourfold to reach 1.3 terawatt-hour (TWh) in 2030 compared to 2019.

• News Release

  Key battery metals need more investment to meet climate targets

  • 10 9月 2020

  According to Wood Mackenzie's Accelerated Energy Transition (AET) scenario, which sees global warming limited to 2.5 degrees (Celsius), the battery raw materials supply chain requires much more investment by 2030.

• News Release

  LME Week 2020: $1 trillion needed for key energy transition metals by 2035

  • 21 10月 2020

  More than $1 trillion of investment will be needed in key energy transition metals - aluminium, cobalt, copper, nickel and lithium - over the next 15 years just to meet the growing demands of decarbonisation, according to Wood Mackenzie. This is almost double the figure invested over the previous 15 years.

• News Release

  Asia Pacific FTM storage costs to decline 30% by 2025

  • 19 1月 2021

  All-in front-of-the-meter (FTM) battery storage system costs in Asia Pacific markets could decline by more than 30% by 2025, says Wood Mackenzie.

• News Release

  China’s green ambitions can complement energy security and economic goals

  • 18 3月 2021

  Wood Mackenzie’s latest report reveals that China’s march towards carbon neutrality by 2060 can complement both energy security and economic goals.

• News Release

  Carbon neutrality goal forces Chinese aluminium smelters away from captive coal power

  • 19 4月 2021

  China’s march towards carbon neutrality is forcing its aluminium smelters away from using captive coal-fired power, says Wood Mackenzie.

• Comment

  China announces 'indefinite suspension of activities' under Strategic Economic Dialogue with Australia

  • 06 5月 2021

  China’s state planner the National Development and Reform Commission (NDRC) announced today an “indefinite suspension of all activities under China-Australia Strategic Economic Dialogue”. Wood Mackenzie experts weigh in on the event.

• News Release

  Wood Mackenzie expands energy transition expertise with acquisition of Roskill

  • 18 6月 2021

  Wood Mackenzie is pleased to announce its acquisition of Roskill, a privately-owned company and leader in metals and materials supply chain intelligence.

• News Release

  Next commodities supercycle will be driven by global energy transition

  • 15 7月 2021

  Another commodities supercycle is on the horizon, but it will be different from any that have come before. Fossil fuels won’t be in the vanguard and the winners will be the industrial metals needed to electrify society - cobalt, lithium, copper, nickel, and aluminium.

• Comment

  ArcelorMittal to take green steel honours with Sestao plan

  • 13 7月 2021

  European steelmaker ArcelorMittal today announced plans to become the world’s first steelmaker to produce fossil-free steel using virgin iron. ArcelorMittal, the world’s second largest steelmaker and Europe’s largest producer, plans to produce fossil-free steel via a process known as H-DRI-EAF.

• Comment

  What would an EU carbon border adjustment mechanism mean?

  • 14 7月 2021

  The EU Commission proposed a carbon border adjustment mechanism (CBAM) as part of today’s “Fit for 55” package. James Whiteside, global head of multi-commodity research at Wood Mackenzie, said: “As the first mechanism of its kind, the CBAM is being designed in consultation with industry to avoid unintended consequences. “A CBAM that does not cover a substantial portion of the production chain will encourage carbon leakage - pushing emissions beyond the borders of the EU or shifting competition between EU and non-EU producers to the next stage of the value chain.”

• Comment

  Slower H2 demand across most commodities in China

  • 28 7月 2021

  Demand across most commodities in China is expected to slow down in the second half of 2021, according to Wood Mackenzie’s new monthly China Economic Focus report.

• Comment

  China’s CATL launches sodium-ion battery

  • 29 7月 2021

  China’s CATL unveiled its newly-developed sodium-ion battery at a launch event today.

• News Release

  Solar energy to boost demand for base metals

  • 09 8月 2021

  According to a new report from Wood Mackenzie, a Verisk business (Nasdaq:VRSK), solar power will have a significant impact on demand for aluminium, copper, and zinc, with the usage of all three metals in the sector set to double by 2040.

• News Release

  Steel sector emissions must fall 75% under 2°C scenario

  • 10 8月 2021

  Carbon emissions in the steel sector must fall by 75% from today’s levels to limit global warming to within 2 degree Celsius (°C), says Wood Mackenzie.

• News Release

  Li-ion battery recycling not expected to take off before 2030

  • 08 12月 2021

  Lithium-ion (Li-ion) battery recycling is not expected to take off before 2030, according to a new report by Wood Mackenzie.

• News Release

  Sweden could become a pioneer in green steel production

  • 21 12月 2021

  Sweden has shown it has potential to become a pioneer in green steel production, says Wood Mackenzie.

• News Release

  Energy transition may shave 2% off global GDP by 2050

  • 20 1月 2022

  The world has the means, motive and opportunity to cap global warming to the 1.5°C limit agreed in the Paris Climate Accord, new research released today by Wood Mackenzie, a Verisk company (Nasdaq: VRSK) shows. But there will be tangible economic implications of an accelerated energy transition. While global economic output is likely to take a hit until 2050, it could be recoverable by the end of the century, according to Wood Mackenzie.

• News Release

  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.

• Comment

  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.

• News Release

  Russia-Ukraine war could slow global economic growth to 2.5% this year

  • 12 4月 2022

  Global economic growth could slow to 2.5% year-on-year in 2022 and 0.7% in 2023 due to the Russia-Ukraine war, says Wood Mackenzie.

• News Release

  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.

• News Release

  Complete ban on Russian commodity exports accelerate LNG growth and energy transition

  • 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. While the precise timing and implementation of future bans on Russian commodity imports are difficult to predict, a rewriting of energy trade flows is now underway.

• News Release

  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?