• Opinion

  Coal: COP26's dirty secret

  • 15 九月 2021

  There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.

• 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.

• 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

• 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?

• Opinion

  Batteries: frequently asked questions

  • 04 六月 2024

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

• 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

  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

  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?

• 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

• Opinion

  Batteries: powering the fight against climate change

  • 22 四月 2020

  Why investment in battery manufacturing and storage technologies is critical to limiting global warming to 2°C

• Opinion

  Iron ore: how low can the price go?

  • 25 三月 2020

  Having demonstrated remarkable resilience for the past two months, the price of iron ore has taken a big hit this week – and we think it's the start of a trend, not a blip.

• Opinion

  China’s bulks: the sentiment gap between steel and coal widens

  • 25 三月 2020

  The coronavirus outbreak means the outlook is evolving quickly. Here’s this week’s view from our analysts.

• Opinion

  Coronavirus: demand downgrades for bulk commodities

  • 06 三月 2020

  The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Here's a summary of our latest forecasts for steel, iron ore, metallurgical coal and thermal coal.

• Opinion

  Coronavirus: a wildcard for bulks demand

  • 28 二月 2020

  A look at the potential impact of Covid-19 on steel, iron ore, metallurgical and thermal coal.

• Opinion

  Three reasons why bauxite seaborne trade is set to grow sharply over the next decade

  • 21 六月 2019

  Three reasons why bauxite seaborne trade is set to grow sharply over the next decade

• Opinion

  Horizons Live: Conflicts of interest

  • 14 五月 2024

  Transitioning to a net zero global economy is a monumental investment challenge. Meeting the challenge, already an outside bet, will have to happen against a less favourable monetary backdrop than the world has been used to since 2009. This month's Horizons live panel discuss the cost of investing in the energy transition in a high-interest-rate era.

• Opinion

  Horizons Live: Waste to wealth

  • 31 七月 2024

  The circular economy is a critical strategy for delivering a lower-emission, more sustainable economy. This month's Horizons Live examines how different industries can work towards unlocking circular value chains and initiate change.

• 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

• 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