• Featured

  Will conflict and energy security concerns spur accelerated decarbonisation?

  • 15 三月 2022

  Developing alternatives to Russian natural resources will require vast quantities of metals – but how quickly can the metals supply chain respond?

• Opinion

  China’s bull run keeps it top dog in renewables

  • 23 二月 2022

  China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.

• Featured

  Will lower margins mean a mining supercycle is inevitable?

  • 15 二月 2022

  Slower demand growth, an increase in supply and rising inflation. Will these hinder investment and remove any remaining doubt about a supercycle?

• Opinion

  China must kickstart the green steel revolution

  • 14 十月 2022

  But are China’s consumers ready to pay a premium?

• Opinion

  What would an accelerated energy transition mean for metals and mining?

  • 18 十月 2022

  From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.

• Opinion

  Horizons podcast: Pedal to the metal

  • 26 九月 2022

  We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.

• Opinion

  Asia Pacific: a changing outlook for commodities

  • 30 八月 2022

  A preview of our Energy & Natural Resources Summit: APAC

• Opinion

  Deals show the enduring appeal of US gas

  • 19 四月 2024

  Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

• Opinion

  What’s next for the EV and battery value chains?

  • 17 四月 2024

  Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion

• Opinion

  Future Facing Commodities Forum 2024: your questions answered

  • 15 四月 2024

  Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

• Opinion

  How will the EU’s CBAM impact global iron and steel?

  • 27 三月 2024

  The Carbon Border Adjustment Mechanism has big implications for international trade patterns

• Opinion

  The energy transition sparks new interest in copper mining

  • 09 二月 2024

  A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.

• Opinion

  What’s next for green steel technologies?

  • 30 一月 2024

  Exploring alternatives to scrap, high-grade iron ores and current steel production routes

• Opinion

  Ebook | How can the Super Region enable the energy transition?

  • 17 一月 2024

  Collaboration between governments and markets in the region spanning Africa, the Middle East, Central Asia and South Asia can unlock the Super Region's full metals and mining potential. In this ebook, we explore the many opportunities for the region to play a vital role in the energy transition – and the challenges it must overcome.

• Opinion

  COP28: a metals and mining stocktake

  • 04 十二月 2023

  Metals have a crucial role to play in providing materials for low carbon technologies that will reduce fossil fuel use.

• Opinion

  Have policy headwinds pushed electric vehicles into the slow lane?

  • 23 四月 2025

  After strong global growth last year headwinds from the West will have a decelerating effect for EVs and the battery supply chain.

• Opinion

  The end of capital discipline in mining?

  • 17 四月 2025

  Discover why rising CapEx, copper-led growth and shifting strategies are reshaping the future of the mining industry.

• The Edge

  Big Mining pivots to copper for growth

  • 03 四月 2025

  Miners are shifting gears - boosting copper investment while the rest of the sector cuts back. Is this the end of capital discipline?

• Opinion

  Green steel in China: easier said than done

  • 02 四月 2025

  China steel is in its post-peak era – but can it get on an emissions pathway?  

• Opinion

  What Trump's tariff policy means for energy and natural resources

  • 08 四月 2025

  Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities

• Opinion

  Video | Future aluminium supply: where is it coming from?

  • 27 二月 2025

  We use Lens Metals & Mining to take you through our aluminium supply outlook

• Opinion

  US energy companies brace for tariff impact

  • 07 二月 2025

  Breaking down the impact of US tariffs on energy, trade and global markets

• The Edge

  Walking Japan’s energy tightrope

  • 06 二月 2025

  Japan’s new energy plan reshapes its path to net zero, balancing nuclear, renewables and LNG for a secure energy future.

• Opinion

  Video | Boliden's acquisition of Neves-Corvo and Zinkgruvan mine assets

  • 22 一月 2025

  Discover the rationale behind Boliden’s $1.37 billion acquisition, and what it means for the future of the market

• Horizons

  The great reopening: what the end of China’s ’zero-Covid’ strategy means for global energy and natural resources.

  • 23 三月 2023

  What the end of China's 'zero Covid' strategy means for global energy and natural resources

• Opinion

  Horizons Live: The Great Reopening

  • 26 四月 2023

  Our panel discusses the possible pathways for the Chinese economy and the impact of its reopening on global energy and natural resources supply, markets and prices.

• Opinion

  Copper rush: A strategic analysis

  • 11 十一月 2024

  Power demand is set to double through 2050. This will happen amid a shift away from fossil fuels and thermal generation capacity and a move towards more renewable power. Much of that renewable power generation is copper-intensive ‒ indeed, electrification cannot happen without it.

• Opinion

  Battery power play: countercyclical opportunities in raw materials

  • 13 十二月 2024

  A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios

• Opinion

  Direct lithium extraction: is the hype justified by the reality?

  • 01 十月 2024

  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.

• Opinion

  Challenges and opportunities for the steel value chain

  • 21 八月 2024

  During our recent Steel Value Chain Briefing held in Tokyo, we examined the trajectory of steel production, highlighting the geographical and technological differences. These discussions also covered how steelmakers are managing CO2 emissions, the carbon intensity of electric arc furnaces (EAF), potential impacts of rising scrap and EAF costs, and the effects of vertical integration in China. The broader implications for the steel, iron ore, and metallurgical coal industries amid the energy transition were key themes.