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Metals reports
Will nickel-based cathodes lose to LFP cathodes in the West?
The rapid growth of lithium iron phosphate (LFP) cathodes in the global electric vehicle (EV) market has sparked uncertainty in the outlook for nic...
Eliwana iron ore mine
FMG's Eliwana mine has been operational since December 2020 and has now reached full production capacity. In 2024, the mine produced 27.7 Mt, sligh...
China’s anode giants navigate overcapacity and price pressures in a rapidly evolving market
China has maintained its dominance in the global anode industry in 2024, with eight listed companies, spearheaded by BTR and Shanshan, collectively...
Chile and Peru's mining sector: Navigating new global trends- key discussion points
We discuss the five key questions that emerged from our roadshow. We see three new long-term global trends in the copper industry: 1) A global econ...
Perth metals briefing - market dynamics, outlook and geopolitical influence
On 8 May at our Commodity Markets Briefing in Perth we explored an in-depth look at the forces shaping global commodity markets. Wood Mackenzies le...
Corporate resilience to a tariff-induced downturn
In this presentation, our Corporate and Mining experts discuss the implications of recent trade tensions for metals and mining companies. We explor...
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