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Explore the themes shaping the energy transition with our monthly thought leadership.
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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
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Key signals from CESCO Week on volatility, inputs and geopolitical risk.
Mining Weekly interview explores the structural drivers reshaping global copper demand.
Twists, turns and transitions have defined metals and mining in H1 2026 — and we expect that to continue in the second half of the year. Our metals and mining half-time report reviews the sector’s trajectory over the last six months and makes informed predictions for H2 2026 and beyond.
Why rising copper prices haven't triggered the widespread demand destruction many expect.
In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.
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.
This month's edition of Horizons explores the dynamics of copper supply and demand and the potential impact of the looming supply gap over the next decade. Copper prices are already lofty and could go higher still if investment in mine supply continues to lag.
In this edition of Horizons, we explore how the Trump administration's 'Liberation Day' tariffs marked a pivotal moment in global trade, potentially reversing the effects of China's 2001 WTO entry and accelerating deglobalization trends.
The world is not decarbonising quickly enough to reach net zero.
Identifying pathways from legacy fuels into low-carbon alternatives is a perennial challenge for incumbent energy players. Finding the optimal blend of competitive hydrogen costs, CO2 sourcing and policy support will be key.
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.
The CBAM will reshuffle global trade – who will be the winners and losers?
The road to zero carbon will see an extraordinary build-out of low-carbon electric vehicles (EVs) and renewable power-generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero-carbon economy.
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.
Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.
Strong supply growth means the industry must act now to tackle an ongoing lithium surplus
Data-driven insights into the Anglo-Teck merger and copper supply outlook
How copper will be a key component within a zero-carbon economy and what the increasing demand means for the industry.
Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.
The REPowerEU initiative has the potential to add at least 420 gigawatts (GW) of solar installations by 2030; however, rising solar raw material costs could become the stumbling block to achieving this goal, says Wood Mackenzie.
Steel industry’s carbon emissions is expected to fall 30% by 2050 compared to 2021 levels, according to a new report by Wood Mackenzie.
The race is on in the exploration and development of transition resources required for global decarbonisation. However, the investment environment needs to be more conducive, and the establishment of fair and transparent fiscal policies could be the key, says Wood Mackenzie.
The latest sanctions by the Australian government in banning exports of alumina and bauxite to Russia adds further disruption to UC Rusal’s supply chain and ultimately on its ability to maintain normal primary aluminium production levels.
China’s renewables manufacturing has emerged from 2021 bigger and more competitive than ever before. Western markets are benefitting from trading with the IKEA of the energy transition, but balancing reliance on China’s technology providers with local interests is now a key political as well as environmental challenge, says Wood Mackenzie.
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie.
Wood Mackenzie’s latest report shows that compared to other base metals, China’s copper market appears to be better cushioned from the country’s power crunch.
China’s efforts to control carbon emissions could have a negative impact on its economic growth in the short term, says Wood Mackenzie.
Proposed changes to Chile’s mining royalty regime will not have a drastic impact on the country’s production landscape in the near-term. However, analysis from global natural resources consultancy Wood Mackenzie, a Verisk company (Nasdaq:VRSK), indicates there is clear risk the amendments could compromise continued appetite to make large-scale, long-term investments in Chile’s copper sector.
The global gold industry is broadly on track to align with a 2°C climate target by the end of the current decade. However, more action is required if the industry is to meet – and surpass – the 1.5°C mark, according to a new report from Wood Mackenzie, a Verisk business (Nasdaq:VRSK).
What are the biggest emissions trends to watch this year? James Whiteside, Wood Mackenzie Global Head of Multi-Commodity Research, and Amy Bowe, Wood Mackenzie Head of Carbon Research, see five key themes
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