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Steel energy transition outlook 2024
Leading steelmakers in Europe first came together in 2016 to develop a technology for fossil-free iron and steelmaking. Fast forward to April 2024,...
What if the zinc price falls further - how low do zinc prices go before mines close?
After falling by 37% from its 2023 high and Boliden closing its Tara mine in Ireland. The cost structure of the zinc mining industry is now in focu...
Steel’s decarbonisation journey: What, When and How?
Steel emits 3.3 billion tonnes of carbon each year, comprising 7% of global emissions. Decarbonisation will happen sooner than anticipated. However...
Major diversified miners: where is the risk?
To understand the relative risk exposure of the major diversified mining companies, we have combined Wood Mackenzie’s Metal and Mining Tool's corpo...
The aluminium incentive price – time to take projects off the shelf and blow the dust off
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
The challenges of nickel supply in an EV world
The outlook for nickel is one of deepening deficits, falling stocks and rising prices. The widely anticipated expansion in electric vehicle (EV) sa...
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