Wood Mackenzie: 4 of 10

 Arrival, the UK electric vehicle maker's new e-powered models
BASE METALS

Steady on Boris: Industry dubious on UK's EV acceleration

Boris Johnson's rush towards EV's means the metals industry "is going to have a major problem".

23 November 2020

Rising demand for clean technology such as EVs will need vast investment in metals such as copper, nickel, lithium and aluminium
ENERGY MINERALS

Energy transition needs US$1 trillion in metals investment, says Wood Mackenzie

Failure to invest could jeopardise role of certain metals as companies innovate around them.

21 October 2020

Nickel supplies have tightened in 2020
BASE METALS

Nickel output to fall 7.4% in 2020, says GlobalData

Fall in supply to support prices in the short term.

16 October 2020

Copper prices have risen in the COVID aftermath but will fall again next year as demand falls away and supply comes back onstream
BASE METALS

Industrial metals price rally could be short-lived, says Wood Mackenzie

Post pandemic rally will wear off in 2021, says Edinburgh-headquarterd consultancy

15 October 2020

WoodMac said LFP would remain popular with the Chinese EV market “before breaking into the global passenger EV sector”
ENERGY MINERALS

LFP battery chemistry on the rise, says Wood Mackenzie

LFP battery chemistry to overtake NMC in the energy storage sector, says WoodMac.

18 August 2020

WoodMac said capacity could reach 1.3 terrawatt-hours (TWh) by the end of the decade
ENERGY MINERALS

Battery cell capacity to quadruple by 2030, says Wood Mackenzie

WoodMac less bullish on capacity build out than Benchmark Mineral Intelligence

11 August 2020

 Tesla founder and CEO Elon Musk has called on miners to find and produce more sustainable nickel
ENERGY MINERALS

Musk urges miners to find more clean nickel

'Clean' nickel at a premium as EVs set to drive up demand

27 July 2020

Wood Mackenzie said heightened economic uncertainty meant large projects would struggle to secure financing “until there is more clarity”.
PRECIOUS METALS

Huge investment needed to maintain gold production, says Wood Mackenzie

US$37 billion figure based on capital intensity of US$4,610/oz per year Au.

17 June 2020

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

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