• Opinion

  Harnessing the sun: how rising solar power demand impacts base metals

  • 09 8月 2021

  Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.

• Opinion

  Alerts send warnings about the future of power

  • 18 6月 2021

  As a heatwave hit the southwest US this week, electricity demand surged, putting strain on the grids in Texas and California. Grid operators issued alerts urging customers to conserve electricity where possible by turning up thermostats and not running appliances in the late afternoon and evening. The measures worked: blackouts were avoided in both states. But the alerts were a reminder of the pressures facing grids in extreme weather conditions, which will increase as their reliance on wind and solar power grows. Demand response programmes and other measures to improve the flexibility of the grid are becoming increasingly important.

• Opinion

  Is gold turning green?

  • 23 6月 2021

  Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?

• Opinion

  Investors exert their influence over the energy transition

  • 11 6月 2021

  Oil and gas companies have been coming under mounting pressure from large shareholders to address climate risks, and that pressure has stepped up sharply this year. The world’s six largest investors by assets under management have signed up to the Net Zero Asset Managers initiative, committing them to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner. In total the signatories to the initiative have $37 trillion under management.

• Opinion

  The US energy transition rides on the electric F-150

  • 21 5月 2021

  Ford has launched the electric version of its best-selling F-150 truck. Its success or failure will have a big impact on the electrification of transport in the US, and on climate policy.

• Opinion

  Southeast Asia’s steel surge: how will the region manage overcapacity?

  • 11 5月 2021

  Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

• Opinion

  The US government speeds up drilling permit approvals

  • 04 6月 2021

  The Biden administration this week issued an order suspending further work on oil leases in the Arctic National Wildlife Refuge in Alaska, pending a new environmental review. The order follows through on a commitment that President Joe Biden made on his first day in office. Drilling in ANWR has always been highly controversial, and the lease sale in January attracted only limited interest.

• Opinion

  Trade becomes a new tactic for curbing emissions

  • 05 11月 2021

  On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

• Opinion

  Battery raw materials: tracking key market dynamics

  • 19 4月 2023

  The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling

• Opinion

  The rise and rise of Indonesian HPAL – can it continue?

  • 04 4月 2023

  Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.

• Opinion

  Clearing the red tape around renewables | Podcast

  • 10 3月 2023

  On this week’s episode, Dr. Melissa Lott and Emily Grubert join Ed Crooks to explore critical topics in the energy industry. They discuss the steps needed to unlock investment in renewable energy projects, energy security concerns following recent geopolitical events, and the latest innovations in battery chemistry.

• Opinion

  The US clean energy boom: What might stop it?

  • 10 2月 2023

  Robbie Orvis and Amy Myers-Jaffe, join Ed Crooks on today’s Energy Gang episode to discuss barriers that need to be addressed in the wake of the Inflation Reduction Act to ensure the continued growth of low carbon energy in the US.

• Opinion

  Horizons podcast: Red metal, green demand

  • 18 11月 2022

  How copper will be a key component within a zero-carbon economy and what the increasing demand means for the industry.

• Opinion

  APAC Energy Buzz: 2023 – cheerful or fearful?

  • 15 12月 2022

  Wood Mackenzie's APAC team looks at predictions for 2023

• Opinion

  Top 10 articles of 2022

  • 10 1月 2023

  It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.

• Opinion

  Metals and mining: who gets hit hardest by an economic slump?

  • 19 6月 2020

  Demand destruction and falling revenues leave some industry players at risk of financial distress.

• Opinion

  Lead is not dead

  • 16 6月 2020

  The lead industry is on a mission to prove its place in the energy transition. But it must keep a watchful eye on its environmental and health and safety performance, and on the regulatory landscape.

• Opinion

  A global economic slump: what will it mean for metals and mining?

  • 11 6月 2020

  Our base case view is that the recession is short and sharp with a return to “normality” from 2021, but what if it became a slump lasting five years or more? Julian Kettle explores what the impact on demand, costs and prices of mined commodities.

• Opinion

  How electric vehicles are driving the nickel sulphate market

  • 08 6月 2020

  Demand for nickel sulphate for EV batteries will accelerate past a 2020 slowdown. Can the industry keep pace?

• Opinion

  How will Covid-19 shape corporate strategy in energy and natural resources?

  • 26 5月 2020

  Companies in oil and gas, metals and mining, and power and renewables need to rethink corporate strategy to thrive in a post-coronavirus world

• Opinion

  How green can steel go – and what does it mean for coal and iron ore?

  • 21 5月 2020

  Increasing carbon costs and stringent environmental investment criteria have spurred a race to develop a zero-carbon steelmaking process. What does the path to green steel look like – and what does it mean for metallurgical coal and iron ore?

• Opinion

  Electric vehicles: coronavirus wreaks havoc across the supply chain

  • 08 4月 2020

  Global EV sales could see a 43% drop, while battery raw materials markets face major disruption in 2020.

• Opinion

  Indonesian nickel ore ban: who will fill the supply gap?

  • 10 12月 2019

  The expedited ban has significant implications for the whole industry, with a particular supply challenge for Chinese nickel pig iron (NPI) production – and an opportunity for Indonesia to catch up.

• Opinion

  Go for gold: increased exploration is vital for future supply

  • 25 10月 2019

  Gold is back in the spotlight, but the resurgent price highlights a challenge. Insufficient exploration spend has left gold reserves significantly depleted – but three factors could help to avert a fall in supply.

• Opinion

  A call to action to the global energy industry

  • 02 8月 2019

  Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.

• Opinion

  Horizons Live: metalmorphosis

  • 09 11月 2023

  This month's Horizons Live explored the scale of the iron and steel industry's carbon problem, and the tectonic shift that now lies ahead.

• Opinion

  Horizons Live: Pedal to the metal

  • 04 10月 2022

  Watch on demand as our panel answers questions on the challenges facing the steel industry from the growing supply demand to the collective global goal of achieving net zero by 2050.  

• Opinion

  Can the rest of the world repel China’s magnetic pull over rare earth metals?

  • 19 5月 2022

  By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.

• Opinion

  What does the EU’s new decarbonisation roadmap mean for its carbon economy?

  • 21 2月 2024

  Key takeaways from the 2040 Climate Target, Net Zero Industry Act and Industrial Carbon Management Strategy

• Opinion

  Carbon management frequently asked questions part 3: CCUS

  • 18 3月 2024

  The third part of the series explores CCUS, which is set to play an integral role in decarbonisation