Lens Metals & Mining Supply Chain
Invest confidently with a unified view of the value chain. Layers of insight to attract and allocate capital.
Separate risks from rewards
In today’s high-stakes landscape, securing finance, planning capital investments, and making informed infrastructure and siting decisions demand more than data, they require foresight. Lens Metals & Mining Supply Chain unveil the hidden dynamics to gain crystal clear visibility into risks across the metals and mining value chain.
Features and workflows
Making critical decisions and securing finance requires more than data. Analyse complex supply chains and mining opportunities to pinpoint risks without taking a strategic gamble.
Key features of Wood Mackenzie's Lens Metals & Mining Supply Chain:
- Visualise global network of mines, smelters and refineries on an interactive map interface with map layers such as infrastructure, ports, warehouses, and more
- Screen and match concentrate specifications produced by mines and accepted by smelters or refineries from source to destination
- Access critical risk assessments at country and asset levels to build supply chain resilience
- Collaborate and share your views with colleagues across your organisation
Wood Mackenzie’s Lens Metals & Mining Supply Chain provides data on:
Asset Intelligence
- Asset-to-asset material flows mapping from mines to smelters to refineries
- Production and quality specification data with penalty threshold analysis
- Climate risk assessment including extreme temperature and rainfall scenarios for 3 different climate trajectories
Market Supply Chain Analysis
- Global copper concentrate market balance forecasting
- Traded copper concentrate market dynamics
- Mine production analysis (integrated vs custom operations)
- Smelter feed requirements and sourcing patterns
- Export vs domestic market distribution
- Treatment and refining charge (TC/RC) forecasting with historical trends
- Concentrate supply disruption tracking
Risk Assessment
- Country-level governance and stability indices include political stability and security metrics, corruption indices, voice and accountability scores and more
Wood Mackenzie's Lens Metals & Mining Supply Chain enables a number of key workflows including:
- Discover qualified material sources that align with your specific sourcing criteria and procurement strategy
- Gain complete visibility into metals purchasing processes from refinery to end-user, including comprehensive risk analysis
- Locate smelters capable of processing concentrates with your exact specifications, including impurity tolerances
- Evaluate smelter and refinery performance, infrastructure accessibility, and financial stability to identify investment opportunities
- Compare performance against industry peers to strengthen your market position and competitive advantage
Why choose WoodMac's Lens Metals & Mining Supply Chain?
Transparency in Supply chain analysis: Assess mined material flows from mines, smelters, and refineries to market, gaining insights into material origins and associated risks to inform long-term planning for off-take agreements.
Global data coverage: Meticulously built bottom-up, asset-by-asset and integrated with multi-sector market analysis for a consistent, precise view across mined commodities for robust capital investment decisions.
AI-enabled analytics: We've applied our proprietary AI algorithms to CMIP6 climate models, enabling you to assess asset-level risks across different climate trajectories.
Market expertise: Our multidisciplinary expertise, spanning commodity specialists, freight analysts, meteorologists, and macroeconomics teams, provides a comprehensive understanding of climate and governance risks embedded across the entire metals and mining value chain.
Frequently Asked Questions
Here you’ll find answers to the most common questions you may have on Wood Mackenzie's Lens Metals & Mining Supply Chain. If you have any other questions, get in touch.
Our metals and mining analysts connect data across the mining value chain, highlighting the energy decarbonisation market trends to ensure the insights Lens brings you are holistic.
Our data is meticulously built bottom-up, asset-by-asset and integrated with multi-sector market analysis for a consistent, precise view across mined commodities for robust capital investment decisions.
Wood Mackenzie's industry experts regularly visit production facilities, allowing us to ensure data accuracy and gain deeper insights into market trends through our comprehensive bottom-up, asset-by-asset analysis.
Supply insecurity is becoming a strategic threat. Heavy reliance on a few nations for refining and processing, particularly in copper, rare earths, lithium, nickel, and aluminium, exposes production lines to major bottlenecks and geopolitical shocks.
Lens Metals & Mining Supply Chain helps answer questions like:
- How secure is copper mine supply?
- Which countries dominate copper smelting?
- What are the alternatives to China for critical minerals?
At the asset level, mapping how mined materials move helps you see how each mine contributes to the broader supply chain and who receives the material for smelting and production. For example, which mine produces copper concentrate, and to which smelter or refinery it's sent.
At the market level, it's about the bigger picture. How many tonnes are shipped each year from copper mines to producers for smelting and refining, and how that supply matches global demand at a country, regional and asset level.
Our team of experts, comprising commodity specialists, meteorologists, and macroeconomics teams, analyses factors such as how extreme rainfall can have a real impact on mining operations, slowing down production, blocking transport routes, or increasing costs to keep operations running smoothly.
By connecting climate and governance risks, such as weather disruptions at a single mine, to overall flows of metals worldwide, you can better understand what drives changes in the supply chain.
Contact an expert
Make data-driven decisions today with Lens Metals & Mining, designed for all enterprise users to access immediate market insights and understand the market outlook in depth. Let us show you how.
