Lens Metals & Mining for miners, producers and traders
Unlock comprehensive data and expert insights to inform your strategic positioning and support your decision making in a transforming sector.
The metals and mining sector is changing – are you?
Powerful forces are reshaping metals and mining. Demand for critical minerals is growing, geopolitical risk is rising, supply chains are tightening, and market volatility is increasing. The question is, are you ready for this emerging landscape?
As a miner or producer, these market disruptions demand a complete rethink of your business strategy: You need to secure stable, long-term demand at strong prices, effectively manage risks, and make smarter capital allocation decisions. As a trader, you need to understand how the complex interaction of these forces will impact ongoing demand, supply and pricing.
Equip yourself for success in a complex environment
In a world of surging raw material demand, systemic supply chain fragility, ongoing geopolitical tensions and capital allocation shifts, you need to take action now or risk future consequences.
To act decisively, you need informed answers to key questions:
Are you well-positioned against your peers?
Is your supply chain sufficiently diversified?
How does the market perceive your company and its value?
Wood Mackenzie’s Lens Metals & Mining solutions aren’t just about providing access to data; they’re designed to support your key workflows. Whether you want broad, cross-commodity insight to inform your strategic positioning or detailed, asset-level analysis to support specific decisions, our latest additions to Lens have the answers.
How can our critical mineral offering help you?
Assets Valuations
Assets Valuations
- Identify, screen and evaluate potential new assets for your portfolio
- Assess your existing assets for market value, resilience and risk
- Combine our renowned data and expertise with your own investment criteria and assumptions
- Carry out in-depth accurate analysis – at speed and at scale
Supply Chain
Supply Chain
- Gain visibility into risks across the entire value chain
- Identify the impact of disruption and find alternative sources or destinations
- Leverage knowledge from our commodity, meteorological, freight and macroeconomics experts
- Match concentrates with appropriate smelters
Forecasts
Forecasts
- Simplify the complex with a single, interconnected, cross-commodity view throughout the energy value chain
- Unlock fresh perspectives on supply, demand, trade flows, and price forecasts for critical minerals such as Copper, Lithium, Aluminium, Steel and more
Find out more about Wood Mackenzie’s critical minerals offering, available via our Lens Metals & Mining platform.
Frequently Asked Questions
We currently model over 500+ copper mines, 700+ companies with equity stakes and currently include 150+ copper projects. Our data in Assets Valuations includes:
- Pre-tax and post-tax cashflows
- Net Present Value (NPV)
- Internal Rate of Return (IRR)
- Payback period
With Lens Metals & Mining Supply Chain, you gain access to comprehensive asset-to-asset material flows to understand the connections between mines, smelters, and refineries, including production and quality specifications data with potential penalty thresholds.
You also get climate risk data at the asset level, covering extreme temperature and rainfall scenarios across three different climate trajectories, built on CMIP6 models—the gold standard in climate science and the foundation for UN climate assessments.
Plus, you can access data and insights on country-level risk indices, including political stability and absence of violence/terrorism, government effectiveness, control of corruption, rule of law and more.
Lens platform updates the data on a weekly basis. This means you get the latest market insights and actionable intelligence delivered straight to you, keeping you ahead of market movements and trends. No more waiting months for critical updates and you're always working with the most current data available.