We analyse risks of Plan Gas 4 subsidy. We also address other policy tools that Argentina could choose to recontract its gas market

A presentation highlighting charts from Wood Mackenzie's metals & mining team

After protracted negotiations, the Q3 benchmark price for mid-volatile HCC surprised many and settled at US$92.50, higher than low-volatile.

We expect 2016 to mark the low-point for iron ore breakeven prices because of rising sea freight and fuel costs.

European EV and cell production is already happening yet the mining and refining of battery-grade chemicals look more challenging.

Different approaches such as production curbs, capacity swaps, supply-side structural reforms, etc are critically assessed.

With the wave of end-of-life EVs still far on the horizon, can battery recycling rely on Gigafactory scrap this decade?

Risks and opportunities for the next wave of copper projects