• Featured

  Wood Mackenzie 2022 Research Excellence Awards

  • 28 二月 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.

• Featured

  Metals and mining: is caution the watchword for 2023?

  • 24 一月 2023

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

• Featured

  Electric vehicles and battery supply chain: bumpy road ahead in 2023?

  • 18 一月 2023

  Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?

• Featured

  Metals and mining: will 2020 be a milestone year?

  • 28 一月 2020

  With the energy transition taking centre stage, 2020 looks likely to be a year of change for the energy industry. And the metals and mining industry is at the heart of the action.

• Featured

  Aluminium vs plastic: who’ll win the water bottle war?

  • 03 九月 2019

  The hunt is on to find an eco-friendly, cost-effective alternative to plastic water bottles. Are aluminium cans the answer?

• Featured

  Electric vehicle battery recycling: bridging a supply-side divide

  • 29 七月 2019

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

• Featured

  Wood Mackenzie 2020 Research Excellence Awards

  • 23 三月 2021

  In 2020, our global analysts produced an outstanding body of research to help steer our clients through the challenges and uncertainty of the Covid-19 pandemic. Our annual Research Excellence Awards celebrate the very best of that compelling and timely insight.

• Featured

  A new mining super-cycle: can supply rise to the challenge?

  • 09 三月 2021

  A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?

• Featured

  Metals & mining: what to look out for in 2021

  • 03 二月 2021

  Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.

• Featured

  Mining risk: will fortune favour the brave?

  • 04 五月 2021

  The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

• Featured

  Copper prices: fundamentally justified or fundamentally flawed?

  • 01 六月 2021

  Copper prices have reached record highs. But is it possible that there's still a way to go to spur the investment required to meet demand? Should conventional incentive price analysis be challenged?

• Featured

  Are mined commodity markets being viewed down the wrong end of the telescope?

  • 19 十月 2021

  Strong demand and talk of a supercycle have sent prices for most mined commodities shooting for the stars, but can their dramatic upward trajectory be sustained? According to Julian Kettle, Senior Vice President, Metals and Mining, it’s unlikely to be a smooth journey.

• Featured

  COP26 will ensure metal demand — but what about supply?

  • 07 十月 2021

  The huge challenge of meeting the demand for metals created by a 2050 net-zero carbon target is no secret in the mining community. But with the industry underinvesting even for a slower energy transition, policy makers must act to stimulate supply before it’s too late, says Julian Kettle, Senior Vice President, Metals and Mining.

• Featured

  Why high dividends may not pay off for mining

  • 10 八月 2021

  The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?

• Featured

  Could ‘greenflation’ stall the electric vehicle revolution?

  • 26 一月 2022

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

• Featured

  Have miners missed the boat to invest and get ahead of the energy transition?

  • 12 七月 2022

  Miners’ collective balance sheets have never been stronger, but with surpluses rising and deficits falling the outlook is changing. With margin contraction a growing issue have the miners missed the opportunity to lock in future growth and returns?

• Featured

  Are reported metal stocks a good measure of market fundamentals?

  • 01 三月 2022

  Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?

• Featured

  Metals and mining: predictions for 2024

  • 30 一月 2024

  Watch for technology milestones, broadening regulation and a fervent focus on costs in the metals and mining sector in the year ahead. How will companies respond?

• Featured

  Electric vehicle & battery supply chain: 5 things to look for in 2025

  • 20 一月 2025

  From policy changes to supply chain dynamics this promises to be a pivotal year for electric vehicles and batteries.

• Featured

  Metals and mining: predictions for 2025

  • 16 一月 2025

  In a year of potentially momentous change for metals & mining what are the key themes for different commodities? Predictions and analysis for aluminium, copper, lithium, rare earths, graphite, steel, nickel, coal, zinc and more.

• Featured

  Will we need to mine metals in the future?

  • 26 十一月 2020

  We recycle a fraction of the metal that we extract – despite the fact that most can be reused infinitely. Is that set to change? How much scrap could be recovered? And is it possible to eliminate the need for mining and processing primary metal?

• Featured

  The rise and fall of black gold

  • 09 八月 2017

  The market used to worry about peak oil supply. Now the focus has shifted. With the world now considering a structural decline in oil demand, which sectors will feel the greatest impact?

• Featured

  The pathway to net-zero for miners

  • 06 七月 2020

  Metals enable the energy transition through their use in low-carbon technologies, but the production of metal is emissions-intensive. How can the metals and mining industry ramp up production to meet demand while finding its way to net-zero emissions? Is electrification the answer? Read on to find out.

• Featured

  Build or buy: are the copper Majors rising to the growth challenge?

  • 06 四月 2021

  The copper industry may be shooting for the stars on demand — but the supply challenge could bring it back down to earth. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: can the top producers arrest a decline in output with organic project development? Or is it time to buy growth?

• Featured

  Will a lack of supply growth come back to bite the copper industry?

  • 23 三月 2021

  With copper on the frontline of the energy transition and a mining super-cycle on the way, can the red metal meet the challenge of transformational demand? Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks whether a mismatch between the rhetoric and the reality of supply development could constrain copper market growth – and even slow the pace of the energy transition.

• Featured

  Are we on the cusp of another mining super-cycle?

  • 23 二月 2021

  The global pandemic saw demand for mined commodities slow to a virtual standstill and prices slump. But are we now on the brink of a new super-cycle – or even a super-charged super-cycle? Or are the markets getting ahead of themselves?

• Featured

  Five trends that will cut global emissions in 2021

  • 27 一月 2021

  Even a global pandemic couldn’t keep climate change from climbing the corporate agenda in 2020, and that momentum will only build in 2021. Which trends will have the biggest impact on extractive industries like oil and gas and mining in the year ahead? Read our analysts’ predictions.

• Featured

  Carbon taxes: more carrot and a larger stick required?

  • 28 七月 2021

  Decarbonisation targets are ramping up, but are the incentives and penalties around carbon emissions really sufficient to put the world on a 2 °C pathway this side of 2030?

• Featured

  Carbon taxes – which mined commodities will be the winners and losers?

  • 13 七月 2021

  Carbon taxes could well provide the economic incentive needed to deliver rapid decarbonisation of the global economy. But what impact will they have on marginal costs and prices for mined commodities? And how does the competitive position of each commodity change under different carbon tax scenarios?

• Featured

  Could Africa become the home of green metals?

  • 29 六月 2021

  The Inga hydropower scheme in the Democratic Republic of Congo (DRC) could be the key to the green electrification of Africa. But could the project also be a catalyst for the development of vast underutilised resources, creating a centre for low carbon metals production?