• 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.

• Opinion

  Grey area: can steel really go green?

  • 12 九月 2024

  A range of technologies are aimed at decarbonising the sector – we assess their real-world potential

• Opinion

  Electric vehicle and battery supply chain: how a risked EV adoption puts 5 million sales at risk

  • 31 七月 2024

  In our latest report, we examine the challenges in EV manufacturing, supply chain, charging infrastructure and geopolitics that could disrupt electrification

• Opinion

  A tale of a looming surplus in the lithium industry: sticky supply to stay?

  • 01 八月 2024

  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?

• Opinion

  Could new EU tariffs on Chinese imports slow EV adoption?

  • 09 七月 2024

  Planned measures are intended to clear the road for European electric vehicle manufacturing, but they could backfire

• The Edge

  Artificial intelligence and the future of energy

  • 27 六月 2024

  Artificial Intelligence is the next big thing in energy, dominating discussions at all levels in companies, banks, investment funds and governments. Prakash Sharma and I asked WoodMac’s experts what role AI might play in the energy and resources sectors and where the greatest opportunities and risks are.

• Opinion

  Three challenges to overseas expansion for the Chinese cathode sector

  • 11 六月 2024

  Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?

• Opinion

  Batteries: frequently asked questions

  • 04 六月 2024

  An introduction to batteries, from technical specifications to battery raw materials.

• Opinion

  Can the EU and US hit EV targets amid supply chain shake up?

  • 19 六月 2024

  We examine whether both markets can meet their production and sales targets for electric vehicles while de-risking supply chains

• Opinion

  There’s no transition without transmission. How can we make it easier to build?

  • 28 五月 2024

  Ed Crooks is joined by Amy Myers-Jaffe and Shanu Mathew, to unpack the latest orders from FERC. What are the regulators trying to do, and why do some people object to their plans? And what will the proposed reforms mean for the energy transition in the electricity sector in the US?

• Content

  The industry-leading bulk metals research suite for miners

  • 20 七月 2023

  Rigorous research and analysis of iron ore, steel and coal sectors to inform your investment decisions and help you prepare for a lower carbon future in mining

• Opinion

  The US puts up the barriers to Chinese products

  • 20 五月 2024

  China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.

• Opinion

  BHP eyes Anglo American for copper growth

  • 14 五月 2024

  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

• Opinion

  Green steel: challenging the status quo 

  • 09 五月 2024

  What are the big themes and challenges to look for as the iron and steel value chain decarbonises?

• News Release

  World heading for a 3°C warming trajectory, as political headwinds slow the energy transition

  • 02 五月 2024

  A five-year delay to the energy transition could see the global average temperature rise to 3°C above pre-industrial levels.

• Opinion

  BHP’s all-share offer for Anglo American

  • 29 四月 2024

  BHP’s all-share offer for Anglo American, creating a copper, iron ore and metallurgical coal mining supermajor

• 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.

• Opinion

  Tesla’s share price and the future of EVs

  • 26 二月 2021

  After a spectacular rise, Tesla’s shares have been on a downward trend this month. The company’s fundamental prospects still look good

• Opinion

  Batteries with Chinese characteristics

  • 10 二月 2021

  At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.

• 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?

• The Edge

  Could 2021 be the start of a new super-cycle?

  • 29 一月 2021

  Led by Asia, and with vaccine roll-out underway, global economic growth should bounce back strong in 2021. It sets the scene for a much better year in commodity markets. But do surging oil, gas and metals prices point to something more lasting?

• 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.

• Opinion

  Rising oil prices test US producers’ willpower

  • 15 一月 2021

  WTI above $50 means US E&Ps can hold production flat while paying down debt. But will they be tempted to go for growth?

• Horizons

  Conflicts of interest: the cost of investing in the energy transition in a high interest-rate era

  • 18 四月 2024

  In this April edition of Horizons, we assess the cost of investing in the energy transition in a high-interest-rate era.

• News Release

  Net zero scenario to require 9.7 Mt of new copper supply over next decade

  • 20 十月 2022

  How much copper is needed to successfully meet the climate targets set out by the Paris Agreement?

• News Release

  Bulks most affected by Russia-Ukraine conflict; rising power prices a key concern

  • 15 二月 2022

  Trade dislocations due to sanctions, high power prices and disruption to production facilities in the conflict zone are three major threats to the metals and mining industry as result of escalating conflict between Russia and Ukraine, says Wood Mackenzie.

• Comment

  Metals and mined commodity price spikes could signal long-lasting changes

  • 24 三月 2022

  The combination of factors including the Russia-Ukraine conflict, stimulated economies, thriving post-pandemic demand, and ongoing Covid constraints on logistics have put supply chains under immense stress, triggering multiple price records for metals and mined commodities.

• Webinar

  Steel alloys – a defining moment

  • 04 五月 2022

  Join us for our "Steel Alloys – A Defining Moment" webinar when we will discuss the critical role in global decarbonisation efforts steel alloys will play.