Lens Metals & Mining
Unearth robust data analytics from mine to market. Layers of insight to attract and allocate capital
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Analytical power of Wood Mackenzie matched by transformative power of a data analytics platform, Wood Mackenzie Lens. An end-to-end data analytics solution to drive efficiency and collaboration across the enterprise. Whether you are screening for new opportunities, conducting asset valuations, or analysing metals markets demand and supply. Lens Metals & Mining delivers immediate decision intelligence.
Features and workflows
Designed to deliver integrated cross-commodity insights to capture the most bankable opportunities and inform your growth strategy.
Key features of Wood Mackenzie's Lens Metals & Mining:
- Discover planned and existing mines, smelting and refining facilities.
- View how each asset relates to key infrastructure within the value chain, power plants, railways, and ports.
- Analyse resource, reserve, and production costs.
- Assess profitability with crucial cost metrics (cost curves, cash costs, margins, and cash flows).
- Visualise data on key market drivers through charts, graphs, and maps to derive industry trends.
Wood Mackenzie’s Lens Metals & Mining provides the broadest coverage with industry leading asset-level data and market fundamentals:
- Copper: 480+ copper mines modelled and 600+ projects pipeline, copper cost curves, benchmarks, and market fundamentals data such as copper supply and demand and copper price forecasts to 2050
- Gold: 600+ gold mines modelled and 300+ projects pipeline, gold mine benchmarks, and AISC curves
- Lithium: 200+ lithium mines modelled, lithium cost curves, and market fundamentals such as lithium supply forecast to 2050
- Zinc & Lead: 370+ zinc and lead mines modelled and 400+ projects pipeline
- Coal: 1300+ coal mines modelled and 100+ projects pipeline
Access to asset-level data with weekly updates covering:
- Asset-level OpEx, CapEx, AISC, C1, C2, C3 costs, C1+ Sustaining Capital.
- Mine-level recoveries, strip ratios, grades, mining rate and by-products
- Financial metrics such as operating cashflows, net revenues, incentive price curves, NPV, IRR
- Ownership structure and location insights
- Operational benchmarks covering productivity, electricity, energy costs, cost-to-concentrates, realisation costs and freight costs
- Exportable cost curves and cashflow charts
Metals market fundamentals data across the full value chain:
- Global market coverage on copper, nickel, lithium, aluminium, graphite, cobalt, rare earths, coal, steel, iron ore, lead, and zinc.
- Mining supply and demand data with forecasts to 2050 such as copper supply and demand forecast, lithium market fundamentals, iron ore price outlook and more.
- Long-term metals trade flows, and market balances forecasts to 2050
- Long-term metals price forecast - 40+ years of historical price forecasts and forecast extends to 2050.
- LME price forecasts for Aluminium, Copper, Lead, Nickel, Zinc.
Quick refresh of charts & analysis via API
- Seamlessly integrate Lens data into your existing workflow with our Excel plug-in and Lens Direct API.
- Export time-series data, asset-level forecasts, cost curves, and financial metrics directly into your own models, dashboards, or strategic planning tools
Wood Mackenzie's Lens Metals & Mining enables a number of key workflows for industry professionals including:
- C-Suites & Corporate Strategists: Analyse mine competitiveness with cost curves, benchmark against peers to improve competitive positioning and plan capital allocation with integrated long-term forecasts.
- Investors relations: Gain strategic visibility on portfolio resilience, future-proof operations, and market positioning.
- Investors and market analysts: Conduct asset screening and valuations, track margins, run supply and demand forecasts to 2050 using Wood Mackenzie's scenarios. Evaluate potential targets, company profiles, and portfolio diversification opportunities in your M&A proposals
- Business development and metal traders: Track commodity supply-demand trends, monitor regional arbitrage, and access price forecasts to 2050 for negotiation and deal timing.
- Government & Policymakers: Benchmark mining assets globally, evaluate critical minerals supply chain resilience by analysing material flow from mine to refineries.
Why choose WoodMac's Lens Metals & Mining?
Specifically designed for your workflows: A data analytics platform made for all enterprise users to get immediate insights and foster collaboration.
Global data coverage: Meticulously built bottom-up, asset-by-asset and integrated with multi-sector market analysis for a consistent, precise view across mined commodities for robust capital investment decisions.
Integrated: An interconnected global view incorporating assets and market analysis that empower decisions.
Cross-commodity solution: An integrated cross-commodity view of how markets and assets develop across the value chain as per Wood Mackenzie’s energy transition scenarios.
Market expertise: Gain invaluable insights from a global team of industry experts with in-depth knowledge across an increasingly connected energy, chemicals, metals and mining value chain.
Seamless access to data: API service to seamlessly ingest and integrate Wood Mackenzie’s data into your proprietary systems and BI tools.
Lens Metals & Mining
Data meticulously built asset-by-asset and integrated with multi-sector market analysis for a consistent, precise view across mined commodities. Accuracy matters.
4000+
Mines
750+
Smelters
450+
Metal refineries
Commodities coverage
Aluminium
Aluminium market is rapidly transforming amid oversupply, rising energy costs, sustainability demands, geopolitical shifts, and the impact of the Carbon Border Adjustment Mechanism (CBAM) on imports.
Lens Metals & Mining offers comprehensive aluminium market data, including supply and demand dynamics, production costs, trade flows, and long-term price forecasts through 2050. Gain critical aluminium market insights and supply chain intelligence to navigate market volatility, manage risks, and seize growth opportunities in the aluminium industry.
Now available in Lens Metals & Mining
Copper
The global copper mining industry is evolving rapidly, reshaping copper markets as exploration projects, resource nationalism, and sustainability pressures impact supply dynamics.
Lens Metals & Mining provides asset and market intelligence, combined with supply chain insights, delivering a holistic view of the copper value chain to identify bankable opportunities for your business. Access asset-level copper mining data, including detailed project pipelines, production costs, reserves, cost curves and long-term supply and demand forecasts through 2050.
Now available in Lens Metals & Mining
Gold
The global gold mining sector relies on precise gold asset intelligence to stay ahead amid fluctuating gold prices, exploration activity, and production cost pressures.
Lens Metals & Mining offers granular data on gold mining assets, including reserve estimates, project pipelines, cost curves, operational costs, and long-term gold supply forecasts. Access critical gold asset analytics, market insights, and risk management tools to support investment decisions and identify growth opportunities in gold production and exploration.
Now available in Lens Metals & Mining
Nickel
The global nickel market is navigating significant shifts driven by evolving demand, supply challenges, and geopolitical developments. Regulatory changes and strategic stockpiling efforts are impacting nickel availability and pricing, particularly in key sectors like electric vehicle batteries and stainless steel manufacturing.
Lens Metals & Mining provides comprehensive nickel market intelligence, including supply-demand forecasts, production cost analyses, trade flow insights, and long-term price projections. Leverage our data analytics platform to navigate market volatility, manage risks, and uncover strategic opportunities in the nickel industry.
Now available in Lens Metals & Mining
Lead
With the growth of increasingly lead-intensive technologies, you need a platform to understand key drivers of the end-use markets. Only with Lens Metals & Mining can you assess key market drivers in seconds.
Now available in Lens Metals & Mining
Zinc
Adapt to market developments with immediate insights and accelerate your long-term strategic plan with a transparent view of zinc material and trade flows from mine to market through Lens Metals & Mining.
Now available in Lens Metals & Mining
Lithium
The global lithium market is rapidly evolving amid price volatility, shifting supply-demand dynamics, and geopolitical pressures. China’s export controls on EV battery technologies and the U.S.’s push for domestic lithium production highlight the urgent need for secure, resilient lithium supply chains.
Lens Metals & Mining provides comprehensive lithium market intelligence, including detailed asset-level data on lithium mining projects, production costs, reserves, and long-term supply forecasts. Navigate market volatility with speed, assess investment opportunities, and make informed decisions in the rapidly evolving lithium sector.
Now available in Lens Metals & Mining
Cobalt
Cobalt markets have experienced significant price volatility, with recent surges driven by supply disruptions such as the DRC’s export suspension, despite an ongoing market surplus.
Lens Metals & Mining delivers trusted cobalt market intelligence, including supply-demand outlooks, trade flow analysis, and accurate cobalt price forecasts. Gain the insights you need to navigate market volatility and make confident decisions in the dynamic cobalt industry.
Now available in Lens Metals & Mining
Graphite
Recent volatility in graphite markets, driven by supply disruptions and surging demand for battery-grade graphite in electric vehicles, highlights the need for trusted market intelligence.
Lens Metals & Mining provides detailed graphite supply-demand forecasts through 2050, price trends, and insights into graphite used in EV batteries to help you navigate this dynamic market and uncover growth opportunities.
Now available in Lens Metals & Mining
Rare Earths
The rare earths market is rapidly evolving as supply constraints, surging demand for clean energy technologies, and geopolitical risks drive pricing and trade volatility.
Lens Metals & Mining provides comprehensive rare earths market intelligence, including detailed market data on neodymium, dysprosium, terbium, praseodymium, and other critical elements. Access global supply-demand fundamentals, market balances and long-term price forecasts to manage sourcing risks and uncover strategic growth opportunities across the rare earths value chain.
Now available on Lens Metals & Mining
Coal
Coal markets face uncertainty as global demand peaks and declines, with coal's share in the power mix forecast to fall. Lens Metals & Mining helps you navigate these shifts, adapt strategies, and capture opportunities in the evolving landscape of energy transition.
Now available in Lens Metals & Mining
Iron Ore
Changes in global steel production methods and fluctuations in demand and supply are leading to significant shifts. Staying up to date with these shifts is critical for making accurate decisions. Lens Metals & Mining helps you optimise sourcing strategies and capitalise on market shifts with precision.
Now available in Lens Metals & Mining
Steel
Steel remains a key commodity under scrutiny due to fluctuating global demand, production shifts, trade adjustments, and the growing emphasis on sustainability. Only with Lens Metals & Mining can you assess key market drivers in seconds, turning risks into opportunities.
Now available in Lens Metals & Mining
Frequently asked questions
Here you’ll find answers to the most common questions you may have on Wood Mackenzie's Lens Metals & Mining. If you have any other questions, get in touch.
Designed for a diverse range of professionals and organisations in the mining industry, seeking for a reliable platform to support their strategic workflows seamlessly.
This includes mine owners and operators, investment analysts, fund managers, commodity traders, commercial strategists, business development managers, supply chain and procurement managers.
At Wood Mackenzie, we collaborate closely with our partners from leading mining companies and financial institutions to develop Lens Metals & Mining, bringing you the decision intelligence that matters.
Derive insights from the supply-demand forecast with when market developments or industry changes occur. Assess supply and demand projections of total metals consumption, direct-use scrap markets, first- and end-use demand by sector. Compare Wood Mackenzie’s authored outlooks to understand the market drivers behind the differences.
Our intuitive data analytics platform is designed to deliver integrated cross-commodity insights to capture the most bankable opportunities and inform your growth strategy.
Acquire in-depth understanding of how key mined commodities intersect and play a pivotal role in the energy value chain, integrating insights from emissions and other related sectors.
In a single platform, you can:
- Access detailed data on single or multiple assets to analyse investment opportunities globally and see which countries/regions are most active in the commodity supply and demand.
- Understand global supply, demand, trade flows, price forecasts, producers' cost drivers, and their impact from mine to market.
Lens Direct is Wood Mackenzie’s data delivery service that provides a feed connecting users to our extensive datasets, using an API. Here, you can download Wood Mackenzie’s data into your own proprietary systems and BI tools, including Excel, Power BI, Spotfire and Tableau.
Contact an expert
Our team of experts have modelled hundreds of scenarios to provide comprehensive analyses of the metals and mined commodities sectors, while integrating coverage of the entire energy value chain. Contact our experts to book a demo.
