WoodMac Mining

@WoodMackenzie mining research insights from our M&M research analysts ⚒️

[WoodMac Mining @WoodMac_Mining]

Check out the latest edition of @World_Coal_Mag for a Woodmac authored article on page 10 - European #Coal Markets and the scrable for Russian import alternatives

[WoodMac Mining @WoodMac_Mining]

Woodmac's Jenny Li talks to @BloombergTVM about thermal coal and met coal.

More here:

https://t.co/PgdEJNIp4u

[WoodMac Mining @WoodMac_Mining]

There is huge demand growth forecast for #battery and #renewable energies, but these opportunities require investment. 

Make your next move with confidence and find out more, as our experts share their thoughts on the scale of opportunity and way forward: https://t.co/QiajIgnrrM

[WoodMac Mining @WoodMac_Mining]

The industrialised world can't function without #steel. Meeting demand will require 2.2 billion tonnes of production by 2050, but emissions from this carbon-intensive industry must fall 90% from current levels to meet Paris Agreement goals. #WMHorizons: https://t.co/55wPmkkJ7g

[WoodMac Mining @WoodMac_Mining]

#Metals are critical to the #battery technologies powering the #electricvehicle revolution, and will play a pivotal role in #renewable power. 

But what is the scale of the opportunity?

Make your next move with confidence, and find out more:
https://t.co/oXGSe03nHd
#WMMetals

[WoodMac Mining @WoodMac_Mining]

Replacing Russian #metal supplies could also prove more carbon intensive. Indonesian nickel, for example, is produced and refined using coal, while Russian output is powered by hydro, nuclear and #gas. Learn more in our latest #WMHorizons report: https://t.co/Gv0xulCVPk

[WoodMac Mining @WoodMac_Mining]

Woodmac's Ram Chandrasekaran says about Ionic MT's graphite alternative “With the demand for electric vehicle batteries expected to grow to over 3TWh by 2030, the need for next-generation battery materials is greater than ever.”

More here:

https://t.co/ivQLYHPH2x

[WoodMac Mining @WoodMac_Mining]

@GraphiteOne uses Woodmac's #Graphite market long-term outlook forecast for its pre-feasability study. Contact us to discuss the outlook. #NoMetalsNoTransition

https://t.co/wHkxovwDl7

[WoodMac Mining @WoodMac_Mining]

The #energytransition starts and ends with metals. Join us on August 31 (next week) to explore the challenges and opportunities facing the M&M industry as the world moves towards greater #decarbonisation. And remember #NoMetalsNoTransition https://t.co/lHeeMfOVBi

[WoodMac Mining @WoodMac_Mining]

The #energytransition starts and ends with metals. Join us on August 31 (next week) to explore the challenges and opportunities facing the M&M industry as the world moves towards greater #decarbonisation. And remember #NoMetalsNoTransition https://t.co/lHeeMfOVBi

[WoodMac Mining @WoodMac_Mining]

Woodmac's Max Ried tals to @CNBCTV18News about #Lithium “There’s no lack of lithium, but there just aren’t enough projects... ...there will be a deficit opening up in 2030 due primarily due to lack of new investment”

#NoMetalsNoTransition

https://t.co/uBOvLBWUzJ

[WoodMac Mining @WoodMac_Mining]

We say we want #decarbonisation – but only as long as someone else pays for it.

Investors need to spend on #energytransition focussed #metals. And we - the shareholders - must stop demanding dividends to allow them to do so. More here:
https://t.co/8BPljP7kwo

[WoodMac Mining @WoodMac_Mining]

Why won't miners invest in the metals supercycle?

Read our thoughts here:

#NoMetalsNoTransition

https://t.co/KBIrEWvy7P

[WoodMac Mining @WoodMac_Mining]

Woodmac's @JulianKettle talks to @Reuters about sentiment in metals markets: "Metal supply is rising because it has been incentivised. Demand is slowing and the trend is for surpluses". Click below for more

https://t.co/E1UXHyGEcf

[WoodMac Mining @WoodMac_Mining]

Want to know why Chinese steelmakers continue to produce steel despite negative margins? Talk to Woodmac's Simon Wu. "There's negative energy all round." Here he tells @CNBC why:

https://t.co/H7w62PZpII

[WoodMac Mining @WoodMac_Mining]

Woodmac's Ying Lu talks to @BNNBloomberg about the cobalt price and Chinese demand:

https://t.co/tPOlPDd65z

[WoodMac Mining @WoodMac_Mining]

Woodmac's Zhai Yu talks to @Reuters about China facing power shortages this summer despite a boost in coal production.

https://t.co/5cJrZw0nkY

[WoodMac Mining @WoodMac_Mining]

Woodmac's Rory Simington chats to ABC Radio about BHP's decision to shut the Mt Arthur coal mine by 2030. Listen from the 20-min mark onwards: https://t.co/rbqnqDyqpe

[Wood Mackenzie @WoodMackenzie]

The Advanced Automotive Battery Conference in Mainz, Germany is well underway! Join our WoodMac experts for another two days of expert insights. Keep a look out for our booth and come visit a member of our team to discuss your business needs and where we can assist!

[WoodMac Mining @WoodMac_Mining]

Woodmac's Farid Ahmed talks to @Reuters about #lead - "Demand has been super-hot in North America and Europe for almost two years and is only now starting to show indications of easing. But it remains tight with supply struggling to keep up with demand."
https://t.co/xxHqx5CHz3