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Explore the themes shaping the energy transition with our monthly thought leadership.
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Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere?
An accelerated energy transition trajectory will put metals supply under extraordinary pressure – while also dialling up the pressure on the industry to decarbonise.
The Emissions Benchmarking Tool provides transparency at the asset and corporate level for Upstream, Downstream and Metals & Mining.
Following our panel at the Future Facing Commodities Forum last month, we take a look at where the lithium industry has been, where it is and where it is going
Over half the world's countries are holding elections this year. They come at a time when resistance to the energy transition is building in many parts of the globe. Ed is joined by Amy Myers Jaffe and Vijay Vaitheeswaran to explore the ramifications of these key elections.
PowerFlex joins Wood Mackenzie on this webinar replay to discuss important energy management tools and strategies for installing and operating EV charging solutions onsite.
How oil and mining companies can finance the energy transition
The CBAM will reshuffle global trade – who will be the winners and losers?
This month's Horizons Live explored the scale of the iron and steel industry's carbon problem, and the tectonic shift that now lies ahead.
India’s global profile is soaring. It already boasts the world’s largest population and is forecast to be the fastest-growing major economy over the coming decades. By 2050, it will be the world’s third-largest economy, up from sixth today.
Join our experts on Thursday at 8:00 EST January 25th for an interactive discussion where they will uncover the technical aspects, opportunities, challenges, and the competitive landscape of key green steelmaking technologies.
The industrialised world cannot function without steel. It is essential to everything from the buildings we live in to the ways we get around. Wood Mackenzie estimates that meeting global steel demand will require 2.2 billion tonnes of production by 2050.
Watch on demand as our panel answers questions on the challenges facing the steel industry from the growing supply demand to the collective global goal of achieving net zero by 2050.
Copper's critical role in achieving net zero.
Offshore wind is poised to become one of the key technologies powering the decarbonisation of the global economy. Read more.
By investing across complex supply chains, Chinese companies have integrated rare earth mining, processing, metal production and magnet manufacturing, allowing China to then dominate high value-add sectors including drivetrains for electric vehicles and generators for wind turbines.
Watch on demand as we answer your questions about the consequences of the Ukraine war on commodities, and how governments, companies and investors must respond as the outlook for energy is transformed.
Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.
The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This Horizons highlights the paradigmatic shift that is required to make progress, and highlights three case studies that serve as examples of how we can initiate change.
The world is not decarbonising quickly enough to reach net zero.
In the recent Horizons Live session, our panel discussed what it would take to diversify copper supply from China – and why de-risking supply chains may be more about compromise than a complete decoupling.
Tracking the impact of the coronavirus pandemic on metals, bulk commodities and battery raw materials.
Metals producers face a dual challenge in the energy transition – meeting global demand for critical commodities while also cutting emissions. For aluminium the challenge is greater – of all the metals, it faces the biggest impact from carbon pricing. But how significant is the risk? And is carbon neutral aluminium achievable?
European governments provide welcome support for steel decarbonisation in post-pandemic plans
How has a year of unprecedented challenges affected mined commodities? Julian Kettle shares his view on the impact of a global pandemic, and the opportunities and risks posed by the energy transition.
What does the path to becoming greener look like for steel and aluminium, two carbon-intensive industries?
The energy transition will see demand for some metals reach unimagined levels in coming years. Which metals are critical to the transition? How much will we need and what will it cost to develop the supply? And can the mining sector deliver?
Governments, consumers and producers will push and pull metals and mining to reduce emissions – and it's going to mean big adjustments for the supply side.
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?
Fuelling an accelerated energy transition scenario calls for a massive increase in investment in key metals, and soon. What stands in the way, and can it be overcome?
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