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Diversified miners Q1-22 reported results review
Buoyant miners exposed the reality of the operating environment in Q1 production updates. Building on record margins and pay-outs in 2021, the mine...
Does China's copper semis market need more capacity?
The copper semis market in China has been enjoying robust growth since the new millennium driven by a growing domestic end-use market and the desir...
Can China keep Russian aluminium smelters afloat?
It’s been more than two months since UC Rusal suspended operations at its 1.75 Mtpa Nikolaev alumina refinery in Ukraine. The subsequent Australian...
Can the need for new zinc smelting capacity navigate the ESG agenda?
The analysis of the forward zinc market by the Wood Mackenzie zinc markets team shows that there is a clear need for future zinc smelting capacity....
Carbon pricing: A game-changer for China’s aluminium industry?
Like other economies, China has implemented compliance carbon pricing as a key component of its decarbonisation policy toolkit, aiming to facilitat...
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,...
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