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In the final days of the COP28 conference, Ed sits down with Kristen Siemen, Chief Sustainability Officer at General Motors, to discuss the current state of the EV market, GM’s plans for the industry and the key takeaways from conversations at the summit.
Discussing the latest insights on fossil fuel demand, electric vehicles, US oil deals, offshore wind and the critical role of graphite in the energy transition.
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.
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.
How copper will be a key component within a zero-carbon economy and what the increasing demand means for the industry.
Mining companies are turning to digitalisation to improve efficiency, diversifying portfolios away from fossil fuels. Discover the emerging business models that ensure global mining companies remain at the forefront of the energy transition.
We sat down with Dukascopy TV to discuss what's happening with the battery and raw materials used in electric vehicles.
Find out how some companies have avoided the value vs volume trade-off.
We believe mining company managers should focus on three key issues to achieve future growth: right-sizing projects, developing a strong investment thesis and creating a balanced portfolio.
Demand is positive, and question marks around supply are driving prices higher
Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?
Scrutiny of the environmental impact of mining has never been greater and with COP26 on the horizon the spotlight will only intensify. How is the gold industry tackling the challenge?
Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.
Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.
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?
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
Lithium, cobalt, graphite and rare earths are crucial building blocks of a decarbonised world. Can markets ramp up production while meeting ESG requirements?
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
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 lithium iron phosphate (LFP) cathode market will demonstrate a surplus until 2035 – but demand will eventually catch up.
With the energy transition taking centre stage, 2020 looks likely to be a year of change for the energy industry. And the metals and mining industry is at the heart of the action.
Wood Mackenzie President Neal Anderson introduces our 2019 Energy Transition Outlook and examines why the energy mix is not changing nearly as quickly as the world needs it to.
Our base case view is that the recession is short and sharp with a return to “normality” from 2021, but what if it became a slump lasting five years or more? Julian Kettle explores what the impact on demand, costs and prices of mined commodities.
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”
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?
And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.
A mining super-cycle is on the horizon, with significant implications for producers and investors alike. In the second of a two-part series, Julian Kettle, Senior Vice President, Vice Chair Metals and Mining asks: how strong could demand get? How long would high prices last? And is there a lesson to be learned from the tortoise and the hare?
The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?
Will this be another transformative year for metals and mining? From demand recovery to decarbonisation, we explore the key themes for the industry, with commodity-level insight from our global experts.
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.
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