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Tag: Wood Mackenzie

Energy transition supercycle a bumpy ride for miners

Written by dev on . Posted in All News, Coal, Copper, Energy, Processing / Manufacturing.

Another commodities supercycle is on the horizon and the winners will be the industrial metals needed to electrify society, say industry analysts Wood Mackenzie.

Rather than fossil fuels leading the charge, this time commodities such as cobalt, lithium, copper, nickel, and aluminium will be in the vanguard. 

The Wood Mackenzie report ‘Champagne supercycle: Taking the fizz out of the commodities price boom’ notes that three potential developments could challenge how this commodities supercycle unfolds and who, ultimately, benefits from it. . .

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Gold sector must invest $54b to maintain output

Written by dev on . Posted in All News, Gold.

The gold industry will need to commission 8Moz (262t) of projects globally by 2025 to maintain 2019 levels of production, consultancy Wood Mackenzie says.

Based on the average project capital intensity of $4,610/ozpa Au, Wood Mackenzie estimates the industry must invest about $54 billion ($US37 billion) on greenfield projects and restarts over the next five years.

“If all our probable projects were to come online before 2025, this would almost meet the requirement to maintain 2019 production levels," head of gold research Rory Townsend said.

"The likelihood, however, is that we see some degree of slippage among a. . .

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