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Scrap could help to decarbonise the metals and mining industry, and fill a looming supply gap – but policy change will be crucial.
The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.
Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification
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?
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?
Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.
A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios
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.
A range of technologies are aimed at decarbonising the sector – we assess their real-world potential
In our latest report, we examine the challenges in EV manufacturing, supply chain, charging infrastructure and geopolitics that could disrupt electrification
A looming over-supply in the lithium market is undisputed. The price boom in 2022 and 2023 attracted significant investments in the lithium industry and created strong growth in the supply of lithium chemicals. However, the growth rate in lithium is showing signs of slowing down which will undoubtedly result in an over-supply starting in 2024 and continuing for the rest of the decade. The question is, what are the best actions to navigate this nascent industry?
Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire
Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?
Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies
BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor
We answer frequently asked questions about the fast-growing energy storage market
Three reasons why bauxite seaborne trade is set to grow sharply over the next decade
China steel is in its post-peak era – but can it get on an emissions pathway?
Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities
We use Lens Metals & Mining to take you through our aluminium supply outlook
Discover the rationale behind Boliden’s $1.37 billion acquisition, and what it means for the future of the market
As sustainability goes mainstream, a new white paper unpacks the ESG challenges facing investors and mining companies.
Nickel has ignored western market fundamentals, where demand has dried up due to the global pandemic, and prices have soared 30% since April. But these dysfunctional dynamics won't last.
Miners are facing greater pressure than ever to cut emissions. We examine the policies and operations of the five largest diversified miners – Anglo American, BHP, Glencore, Rio Tinto and Vale – to see how they are making headway and where the key challenges lie.
Discover why rising CapEx, copper-led growth and shifting strategies are reshaping the future of the mining industry.
Opportunities as well as threats will be highlighted in 2024
Decarbonisation of key sectors, such as transport, and increasing renewable energy generation is driving demand for rare earth permanent magnets.
China’s influence on graphite supply chains will remain at the core of industry trends in 2024.
The global iron ore markets will continue to witness fluctuating growth trends in 2024.
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