For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More
This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...Read More
We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...Read More
Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...Read More
The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More
For details on how your data is used and stored, see our Privacy Notice. It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the...Read More
In 2000, Sun Microsystems was one of the hottest stocks in the world.Sun seemed to have everything going for it. They were a leader in computer hardware, and offered cutting-edge software solutions. They were an integral part of the fast-growing internet ecosystem.Shares soared from $5 to $64 at the peak in 2000. The company's market cap reached $200 billion, and the price/sales ratio reached 10x...Read More
Michael Ballanger of GGM Advisory Inc. shares his thoughts on the current state of the market, taking a close look at copper.The U.S. dollar Index futures are lower by 0.43% to 103.505, with the 10-year yield up 0.45% to 4.232% and the 30-year yield up 0.24% to 4.550%.Gold (+0.71), silver (+1.40%), copper (+2.11%), and oil (+1.23%) are all up.The DJIA futures (+0.34%) are up 143.7 points; the S&P...Read More
For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More
For details on how your data is used and stored, see our Privacy Notice. Read More
Early 2022 has brought the most traumatic events in Kazakhstan’s 30 years of modern independence. Widespread protests and civil unrest led to unprecedented scenes of violence on the country’s streets. Especially in Almaty, the largest city. More than 225 lives have been lost.What began as peaceful demonstrations against a sharp increase in the price of LPG fuel in resource-ri...Read More
For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More
This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...Read More
We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...Read More
For details on how your data is used and stored, see our Privacy Notice. It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the...Read More
Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...Read More
The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More
U.S. equity index futures were higher this morning. S&P 500 futures were up 66 points at 8:35 AM EST.S&P 500 futures added 22 points following release of the February U.S. Consumer Price Index at 8:30 AM EDT. Consensus was a 0.3% increase versus a 0.5% gain in January. Actual was a 0.2% gain. Excluding food and energy, February CPI was expected to increase 0.3% versus a 0.4% gain in Januar...Read More
U.S. equity index futures were higher this morning. S&P 500 futures were up 14 points at 8:30 AM EDT.Delta Airlines dropped $5.61 to $44.72 after offering fiscal first quarter guidance below consensus.Oracle dropped $4.79 to $144.00 after reporting less than consensus fiscal third quarter revenues.LifeMD advanced $0.86 to $5.13 after offering fiscal fourth quarter guidance above consensus.Cien...Read More
Headlines blamed yesterday's crash on Trump. It's the tariffs!But I have a much simpler explanation: U.S. stocks have never been so overvalued. With stocks trading at nosebleed valuations, almost anything could catalyze a crash.Sure, tariffs played a role, but the underlying problem is the bubble itself. American stocks are priced for perfection, so anything less than that is bound to disappoint.I...Read More