Lithium Product Suite

The greatest depth and breadth of lithium market analysis available today

Australia-China relations continue to sour

• 13 May 2021

With China buying around a third of everything Australia exports on a value basis, the downward spiral in Sino-Australian diplomatic relations is clearly of concern.

Iron ore: how low can the price go?

• 25 March 2020

Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.

The energy transition sparks new interest in copper mining

• 09 February 2024

A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.

Gridlock: the demand dilemma facing the US power industry

• 17 October 2024

This research piece addresses what will be the central theme of US power markets over the next couple of years and potentially beyond.

COP28: a metals and mining stocktake

• 04 December 2023

Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

The US puts up the barriers to Chinese products

• 20 May 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.

The potential impact of US tariffs on aluminium and steel markets

• 13 April 2018

We spoke with Thomson Reuters on the recent steel tariffs at their Global Base Metals Forum. Will they support the US steel industry? Read the Q&A.

Resource nationalism and energy transition metals

• 24 August 2023

Moves to maximise revenue as demand accelerates

Why iridium could put a damper on the green hydrogen boom

• 15 July 2022

Demand for the rare platinum group metal, used as a catalyst, is set to soar as the hydrogen industry develops.

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

• 23 May 2022

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

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

• 18 March 2021

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

Artificial intelligence and the future of energy

• 27 June 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.

Energy transition in the Americas: three key questions

• 07 June 2023

The US, Canada and Latin America face different dilemmas in the drive to decarbonise

Could Africa become the home of green metals?

• 29 June 2021

The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?

Q&A on the nickel market

• 11 December 2017

Watch Andrew Mitchell, Research Director, EMEARC Nickel Costs, discuss the state of the nickel market, and how the anticipated electric vehicle (EV) boom could affect supply-demand dynamics.

Global nickel outlook: a pendulum of uncertainty

• 24 March 2017

Since 1 January 2017, the nickel price has swung wildly on sentiment alone. Facing a relaxed export ban in Indonesia and potential mine closures in The Philippines, a great deal of uncertainty surrounds the market, which feeds China’s nickel pig iron (NPI) production and thus, the market for stainless steel.

Metals & Mining Corporate Tool

Global in-depth coverage of the metals and mining industry to inform your investment strategy.

Indonesia elections and impact on energy and mining and metals sectors

• 16 April 2019

Indonesia heads to the polls on 17 April 2019. Wood Mackenzie and sister company Verisk Maplecroft discuss what this means for the energy, and mining and metals sectors.

Is conventional ESG data failing mining companies and investors?

• 23 September 2020

As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.

IMO 2020 - Countdown to 1 January 2020

• 07 June 2019

The implementation date for the IMO’s global fuel sulphur content cap is not far away. How will these changes affect the downstream, upstream, LNG and bulks sectors? And how prepared is the industry? Our experts share their views in this webinar.

Steel decarbonisation to redefine supply chains by 2050

• 19 October 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.

Maximising the value of mining in Oman

• 30 November 2018

Learn how our metal and mining consultants helped create a more attractive commercial environment for Oman

Strong macro headwinds provide a mixed outlook for mined commodity markets

• 08 October 2018

Strong macro headwinds provide a mixed outlook for mined commodity markets. Understand the factors affecting nickel, copper, aluminium, zinc, lithium and cobalt, lead and iron ore prices.

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

• 18 October 2022

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

Rising oil prices test US producers’ willpower

• 15 January 2021

WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

US energy companies brace for tariff impact

• 07 February 2025

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

The new investment cycle in energy and metals

• 03 February 2023

On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.

What would an EU carbon border adjustment mechanism mean?

• 14 July 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.”

Key battery metals need more investment to meet climate targets

• 10 September 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.