• Opinion

  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?

• Opinion

  COP26: Why base metals should be high on the agenda

  • 06 10月 2021

  The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?

• Opinion

  Is green smelting possible?

  • 13 9月 2021

  Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?

• Opinion

  Why iridium could put a damper on the green hydrogen boom

  • 15 7月 2022

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

• Opinion

  Can recycling fill the battery raw material supply gap?

  • 23 6月 2022

  Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.

• Opinion

  Solar raw materials: a challenge to Europe’s net zero ambitions?

  • 30 5月 2022

  Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.

• Opinion

  Steel alloys: a defining moment

  • 24 5月 2022

  Battery and energy storage applications mean steel alloys will play an increasingly important role in the energy transition. Here's our outlook for stainless steel, bulk alloys and noble alloys.

• Opinion

  Fair share: why a new approach to mined energy transition resources is needed

  • 20 4月 2022

  Exploding demand for vital energy transition resources will only be met through better collaboration between all stakeholders, and the right fiscal structures

• Opinion

  Quantifying battery raw material demand

  • 12 4月 2022

  Accelerating electric vehicle sales continue to dominate battery raw material demand – while stationary energy storage applications are growing fast.

• Opinion

  Rare earths: vital elements of the energy transition

  • 23 3月 2022

  Key energy transition industries are reliant on rare earth elements to meet efficiency and emissions targets

• Opinion

  China’s bull run keeps it top dog in renewables

  • 23 2月 2022

  China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.

• Opinion

  China must kickstart the green steel revolution

  • 14 10月 2022

  But are China’s consumers ready to pay a premium?

• Opinion

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

  • 18 10月 2022

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

• Opinion

  Horizons podcast: Pedal to the metal

  • 26 9月 2022

  We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.

• Opinion

  Asia Pacific: a changing outlook for commodities

  • 30 8月 2022

  A preview of our Energy & Natural Resources Summit: APAC

• Opinion

  Deals show the enduring appeal of US gas

  • 19 4月 2024

  Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

• Opinion

  What’s next for the EV and battery value chains?

  • 17 4月 2024

  Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion

• Opinion

  Future Facing Commodities Forum 2024: your questions answered

  • 15 4月 2024

  Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

• Opinion

  How will the EU’s CBAM impact global iron and steel?

  • 27 3月 2024

  The Carbon Border Adjustment Mechanism has big implications for international trade patterns

• Opinion

  The energy transition sparks new interest in copper mining

  • 09 2月 2024

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

• Opinion

  What’s next for green steel technologies?

  • 30 1月 2024

  Exploring alternatives to scrap, high-grade iron ores and current steel production routes

• Opinion

  Ebook | How can the Super Region enable the energy transition?

  • 17 1月 2024

  Collaboration between governments and markets in the region spanning Africa, the Middle East, Central Asia and South Asia can unlock the Super Region's full metals and mining potential. In this ebook, we explore the many opportunities for the region to play a vital role in the energy transition – and the challenges it must overcome.

• Opinion

  COP28: a metals and mining stocktake

  • 04 12月 2023

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

• Opinion

  Bumps in the road for EVs

  • 06 11月 2023

  Manufacturers have been scaling back plans for growth. But the long-term trend is still towards electrification

• Opinion

  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

• Opinion

  Powering down: lithium battery supply exceeds demand

  • 12 9月 2023

  With ongoing oversupply issues, the battery market is in flux. As lithium-ion production continues to grow around the world, can demand keep up?

• Opinion

  Scope 3 considerations in metals and mining investment

  • 25 8月 2023

  Which companies will find it easiest to tackle value chain emissions in metals and mining? We explore how companies’ portfolios impact their ability to reduce scope 3 emissions, and what to consider when making investment decisions in metals and mining; from the barriers to collaboration to assessing transition risk and reward within the supply chain.

• Opinion

  Top steps miners can take to reduce scope 3 emissions

  • 25 8月 2023

  Motivated by climate policy and climate change vulnerabilities, the major mining companies have embraced operational net zero targets by or before 2050. But when it comes to Scope 3, there is a lack of consensus on targets.

• Opinion

  Battery power play: countercyclical opportunities in raw materials

  • 13 12月 2024

  A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios

• Opinion

  Direct lithium extraction: is the hype justified by the reality?

  • 01 10月 2024

  Direct lithium extraction (DLE) offers a faster, more efficient, and environmentally promising alternative to traditional methods but faces cost, scalability and its own environmental hurdles before becoming a major player in the growing lithium market.