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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...
The copper scrap supply chain: Collection is key
There is almost unanimous recognition that developing recycling in the copper markets will help support the requirement for metal in the energy tra...
WA nickel producers gear-up for the EV-olution
On October 5, Wood Mackenzie's Senior Research Manager, Angela Durrant, presented the keynote address to the annual Paydirt nickel conference in Pe...
Tsingshan eyes reduction of carbon footprint for Indonesian nickel production
Following its announcement on 3 March that it would begin producing nickel matte for the battery sector supply chain, Tsingshan found itself in a b...
Three hot issues from recent field trips in China
Since the end of May to mid-July, Wood Mackenzie had the chance of visiting several downstream manufacturers in Zhejiang, Jiangsu, Hubei, and Chong...
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