Red metal, green demand: copper’s critical role in achieving net zero

• 20 October 2022

The road to zero carbon will see an extraordinary build-out of low-carbon electric vehicles (EVs) and renewable power-generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero-carbon economy.

Pedal to the metal: iron and steel’s US$1.4 trillion shot at decarbonisation

• 15 September 2022

The industrialised world cannot function without steel. It is essential to everything from the buildings we live in to the ways we get around. Wood Mackenzie estimates that meeting global steel demand will require 2.2 billion tonnes of production by 2050.

Champagne supercycle: taking the fizz out of the commodity boom

• 15 July 2021

Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.

How can mining companies capture the value presented by new opportunities?

• 11 January 2018

We believe mining company managers should focus on three key issues to achieve future growth: right-sizing projects, developing a strong investment thesis and creating a balanced portfolio.

Can the oil industry learn from mining’s famine to feast?

• 06 March 2018

Different markets, different cycles. Mining companies suffered for their sins in the downturn a little earlier than the oil and gas sector. Now they are emerging into a new upturn, also ahead of the game.

Can mining companies grow while keeping the value imperative in check?

• 23 January 2018

Find out how some companies have avoided the value vs volume trade-off.

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

• 28 September 2022

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

Aiming high: can China’s steel industry hit its ambitious targets?

• 15 February 2021

China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?

Energy transition glossary

• 21 August 2024

Our energy transition glossary helps you understand key terms and definitions.

Investors exert their influence over the energy transition

• 11 June 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.

Wood Mackenzie 2022 Research Excellence Awards

• 28 February 2023

In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.

Could ‘greenflation’ stall the electric vehicle revolution?

• 26 January 2022

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

Electric vehicle battery recycling: bridging a supply-side divide

• 29 July 2019

Can the environmental impact of electric car batteries be mitigated? Electric vehicle battery recycling offers a sustainable solution as EV markets grow.

Video | The long-term outlook for copper

• 18 October 2024

How will rising demand and shifting supply dynamics shape the future of the global copper market?

Metals and mining: an industry at a crossroads

• 14 October 2020

How has a year of unprecedented challenges affected mined commodities? Julian Kettle shares his view on the impact of a global pandemic, and the opportunities and risks posed by the energy transition.

Horizons Live: Securing copper supply

• 29 August 2024

In the recent Horizons Live session, our panel discussed what it would take to diversify copper supply from China – and why de-risking supply chains may be more about compromise than a complete decoupling.  

Emissions Benchmarking Tool

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

What the energy world looks like in 2030

• 28 January 2020

This decade promises unprecedented change in the way we produce and consume energy. Find out how that will take shape in this week's Edge.

Chance of a lifetime: can India show the developing world a unique path to net zero?

• 18 January 2024

India’s global profile is soaring. It already boasts the world’s largest population and is forecast to be the fastest-growing major economy over the coming decades. By 2050, it will be the world’s third-largest economy, up from sixth today.

COP27: on the horns of the energy trilemma

• 03 November 2022

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

Carbon management frequently asked questions part 2: offsets

• 12 March 2024

Next up in this series, we tackle some of the most frequently asked questions surrounding carbon offsets

The impact of Republican control on US energy policy and the IRA

• 19 November 2024

We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely

Is Vale's S11D project a game changer?

• 10 August 2016

With Vale’s new major project S11D nearing its late-2016 production start date, we look at the economics of one of the largest undeveloped resources of high grade, direct shipping iron ore known in the world.

Growth in electric vehicles to transform the lithium and cobalt industries

• 15 March 2018

Electric vehicles and energy storage are dominating the metals and mining space. The supply scramble continues and some companies such as Toyota have gone 'upstream' and bought equity in lithium mines. Will this continue?

Metals and mining: is caution the watchword for 2023?

• 24 January 2023

Margins cool for metals and mining in 2023. How will companies respond? And how does the picture vary across commodities?

Zinc poised for 2017 price rally

• 07 October 2016

A spate of scheduled mine closures, an underdeveloped project pipeline and steady demand growth is expected to provide the basis for significantly higher zinc prices later this decade.

Go for gold: increased exploration is vital for future supply

• 25 October 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.

The US government speeds up drilling permit approvals

• 04 June 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.

Trade becomes a new tactic for curbing emissions

• 05 November 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.

Big themes in 2022 for energy and natural resources

• 14 December 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.