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Explore the themes shaping the energy transition with our monthly thought leadership.
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Weekly discussions on the latest news and trends in energy, cleantech and renewables.
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Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.
Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports
The war has created turmoil and sent power, gas, coal and oil prices through the roof. Will the world's dependence on fossil fuels increase – or will high prices accelerate investment in the energy transition?
The Wood Mackenzie Future Facing Mined Commodities Forum included sessions on battery material demand, investment in energy transition metals, the drive for greener metals and more.
In our rapid response webinar, our experts discussed the impact the crisis in Ukraine is having on global commodities.
European governments are looking at ways to limit their dependence on Russian energy. What plans have been announced for increased investment in LNG, nuclear power and renewables?
Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?
A bumpy route to decarbonisation means that coal demand will be more resilient than expected, but there is no place for complacency.
At this year’s Coal and the Future of Energy Forum in Brisbane, panellists Bob Mckerrow (Thiess), Erik Isokangas (Mining3) and Rory Simington (Wood Mackenzie) discussed the challenges of decarbonisation within the mining industry. We break down some of our biggest takeaways.
With demand rocketing for precious minerals, to power EVs, batteries and solar panels, do we need to be exploring new frontiers to mine for more of them? This week we explore the geopolitical, economic and environmental impact of underwater mining.
Market dynamics for electric vehicles and energy storage to 2050 will be complex
Ed Crooks is joined by Melissa Lott and Amy Myers-Jaffe, as they discuss the economic vision behind Bidenomics and how it aims to turn the climate crisis into an opportunity for job creation and cost reduction.
Technological progress holds real promise
Understanding lithium market nuances is vital to forecasting future demand, supply and pricing
While there may not be a single silver decarbonisation bullet, there are emerging and significant opportunities in the mining and processing sectors to leave fossil fuels behind.
LNG demand, sustaining upstream, new sources of finance, metals investment and supply chain independence.
The lithium iron phosphate (LFP) cathode market will demonstrate a surplus until 2035 – but demand will eventually catch up.
On this week’s Energy Gang we delve into the challenges and opportunities ahead for the upcoming climate talks at COP 28. The gang also look at grid stability which is a critical concern and the rising demand for long-duration battery storage solutions.
Our experts tackle everything from lithium demand to the rare earth elements at risk of substitution, and from copper and aluminium competition to green hydrogen costs.
The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling
Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.
On this week’s episode, Dr. Melissa Lott and Emily Grubert join Ed Crooks to explore critical topics in the energy industry. They discuss the steps needed to unlock investment in renewable energy projects, energy security concerns following recent geopolitical events, and the latest innovations in battery chemistry.
Robbie Orvis and Amy Myers-Jaffe, join Ed Crooks on today’s Energy Gang episode to discuss barriers that need to be addressed in the wake of the Inflation Reduction Act to ensure the continued growth of low carbon energy in the US.
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.
Margins cool for metals and mining in 2023. How will companies respond? And how does the picture vary across commodities?
Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?
How copper will be a key component within a zero-carbon economy and what the increasing demand means for the industry.
It was a fascinating and unpredictable year for energy and commodities. Take a look at our top 10 most popular articles from the year.
The impact of Covid-19 on energy demand remains top of mind, but investors’ questions reveal a return to calm if not a return to “normal”
Demand destruction and falling revenues leave some industry players at risk of financial distress.
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