• 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

  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

• 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?

• 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

  5 factors that will determine the economic impact of coronavirus

  • 12 三月 2020

  Principal Economist Peter Martin’s 2000-word report “Global spread of Covid-19 derailing the world economy” examines the impact of coronavirus on the world economy. Get the highlights of Peter’s research here or purchase the full report for a more in-depth discussion.

• Editorial

  How might coronavirus impact global energy and commodity markets?

  • 17 二月 2020

  In our recent webinar, "Coronavirus (COVID-19) Outbreak: impact on commodities", our team of experts from across the energy value chain explored the immediate and future impact of coronavirus on global commodity and energy markets.

• 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

  What’s behind the energy storage boom?

  • 06 四月 2020

  We answer frequently asked questions about the fast-growing energy storage market

• Featured

  A better year ahead for battery raw materials?

  • 30 一月 2020

  Will 2020 provide a respite for battery raw materials after a year of falling electric vehicle demand, weak prices and oversupply?

• Featured

  The IEA’s outlook to 2040

  • 15 十一月 2019

  The latest edition of the International Energy Agency's flagship World Energy Outlook highlighted its concern that the world is "well off track from the aim of a secure and sustainable energy future". This and more from Ed Crooks, Vice-Chair, Americas.

• Opinion

  Why women will shape the future of natural resources

  • 25 九月 2019

  Wood Mackenzie CEO Neal Anderson shares his views on the importance of gender diversity in the natural resources sector

• Featured

  Electric vehicle battery supply chain – frequently asked questions

  • 14 十月 2019

  Examining the challenges within the electric vehicle battery supply chain.

• Editorial

  Optimising national mining policy for sustainable economic growth

  • 02 七月 2019

  Governing and regulating the metals and mining sector is becoming more complex. Governments need to balance an increasingly wide range of interests in order to maximise the long-term benefit of mineral resources. Learn how Wood Mackenzie can help.

• 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

• Featured

  IMO 2020 - Countdown to 1 January 2020

  • 07 六月 2019

  The implementation date for the IMO’s global fuel sulphur content cap is not far away. How will these changes affect the downstream, upstream, LNG and bulks sectors? And how prepared is the industry? Our experts share their views in this webinar.

• Horizons

  Hitting the brakes: how the energy transition could decelerate in the US

  • 16 五月 2024

  The US is facing a pivotal moment for its energy future. Depending on the results of the election, investment in the energy and natural resources sectors could play out in very different ways.

• 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.

• Horizons

  Securing copper supply: no China, no energy transition

  • 15 八月 2024

  The world cannot decarbonise without major investment in copper. This Horizons highlights the scale of investment required in new copper mine supply, the implications for downstream processing and semi-manufacturing. China continues to dominate these sectors for copper.

• Webinar

  Webinar | From molecules to electrons: Trump 2.0 and the impact on the energy transition

  • 03 十二月 2024

  The 2024 US election result and an incoming Trump 2.0 administration arrive at a pivotal moment for the energy transition. As policies and priorities shift, their impact will ripple across the energy and natural resources sectors. This webinar mini-series dives into the heart of these changes, offering expert insights into how the outcomes could redefine the energy landscape. The mini-series consists of two webinars: molecules (oil, gas/LNG, carbon, hydrogen, and sustainable fuels) and electrons (renewable electricity, batteries, electrified transport, power markets and grid innovations).