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Adamas Intelligence

2 years

Implications: Tesla announces next generation rare-earth-free EV motor Free analysis from @AdamasIntel #RareEarths #RareEarth #NdFeB #Magnets #Motors #Tesla

Tesla on Rare Earths: "going to be a little hard to meet that demand"

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Adamas Intelligence

@AdamasIntel

10 months

🚨 Volkswagen has postponed a fourth battery factory in Europe indefinitely, the German carmaker’s chairman Oliver Blume said this week. #electricvehicles #batteries #lithium #nickel Full scoop:

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Adamas Intelligence

@AdamasIntel

10 months

Electrified Week w/ Frik Els ⚡️🔋 A summary of all the news and analyses we published last week at @AdamasIntel Covering EVs, batteries, motors, critical materials, geopolitics and more. 📄PDF: 🧵⬇️ #electricvehicles #batteries #lithium #graphite

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Adamas Intelligence

@AdamasIntel

1 year

What about #rareearth prices? At the moment, we're seeing an unprecedented 22% difference in spot prices (which have dropped YTD) and industry guidance prices (relatively firm YTD) in China. 1/🤔

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Adamas Intelligence

@AdamasIntel

5 years

CATL deploys 553% more passenger EV battery capacity (GWh) in March 2019 than year prior, according to @AdamasIntel 's new 'EV Battery Capacity Monthly". #ElectricVehicles #Batteries #Lithiumion #lithiumionbatteries #Batterymetals #lithium #CATL #EV

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Adamas Intelligence

@AdamasIntel

11 months

The EV motor market continues to show strong YoY growth led by usual suspects, @Tesla , @BYD and @Toyota – all major users of PM traction motors, translating to equally robust demand growth for #NdFeB magnets over the same period 📊 #electricvehicles #rareearths #rareearth #REE

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Adamas Intelligence

@AdamasIntel

5 years

New ( #free ) briefing from @AdamasIntel , titled: "Rare Earth Elements: Small Market, Big Necessity" Essential reading for anyone curious about the #rareearths industry or looking to learn more about the basic #rareearth supply-demand fundamentals.

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Adamas Intelligence

@AdamasIntel

2 years

Implications: Tesla Announces Next Generation Rare-Earth-Free PMSM @AdamasIntel views on #Tesla 's new #rareearth free #motor #rareearths #ndfeb #electricvehicles

Implications: Tesla Announces Next Generation Rare-Earth-Free PMSM

At Tesla’s 2023 Investor Day on March 1st the company revealed that its next generation PMSM traction motors would not use rare earth permanent magnets. As stated by Colin Campbell, VP Powertrain...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

5 years

Tracking monthly deployment of EV battery capacity (MWh) and battery raw materials by region, country, make, model, cell supplier and cell chemistry 💻📈🔋🚘 Subscribe today ⬇️ #electricvehicles #nickel #cobalt #lithium #cathodes #anodes #batteries #EV

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Adamas Intelligence

@AdamasIntel

4 years

Magnet #rareearth prices have soared in recent months. The coming weeks will determine how much of those gains stick in the near-term As of 01/26/2021: NdPr oxide price = +63% year-over-year Dy oxide price = +41% year-over-year Tb oxide price = +167% year-over-year #rareearths

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Adamas Intelligence

@AdamasIntel

3 years

"The impact of a $20 to $30/kg tax credit would be massive for U.S. manufacturers, particularly if vertically integrated from mine to magnet" @AdamasIntel is thrilled to see our recommendations come to light through this legislation #rareearths #NdFeB

U.S Mulling Game Changing Tax Credit for Rare Earth Magnets - Adamas Intelligence

Earlier this week, California Democrat Representative, Eric Swalwell, introduced a bill that would grant tax credits to domestic manufacturers of NdFeB magnets.

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Adamas Intelligence

@AdamasIntel

10 months

China rattles rare earth export sabers (yet again). Full scoop and take from Adamas Intelligence below 🔽 #rareearths #rareearth #China #tradewar

China rattles rare earths export sabers - Adamas Intelligence

On Tuesday, China’s Ministry of Commerce (MOFCOM) directed exporters of rare earth metals and oxides in the nation to report each transaction for the next two years.

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Adamas Intelligence

@AdamasIntel

2 years

Market for🧲 #rareearth oxides to triple by 2035, @AdamasIntel (1) Demand to increase at a CAGR of 8.3% (2) Prices to increase at CAGRs of 3.2% to 3.7% (=) Value of global #magnet REO consumption to 3X by 2035, from US $15.1 B this year to US $46.2 B

NEW REPORT: Rare Earth Magnet Market Outlook to 2035 (@AdamasIntel)

In this report, we provide a detailed overview of the global NdFeB alloy, powder, magnet and magnet rare earth oxide markets, including a breakdown of historical production, consumption and prices...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

1 month

In the 2008 calendar year, the combined battery capacity of EVs sold globally reached a mere 474 MWh. In 2012, that number hit 1.4 GWh and by 2015 totaled 4.6 GWh. That compares to over 1.9 GWh per day so far in 2024. And 61% of those power hours are hitting roads in

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Adamas Intelligence

@AdamasIntel

4 years

#Rareearth prices "were already soaring on the back of tight supplies and a strong resurgence of demand in China, and they were given an extra boost by Myanmar-related speculation, stockpiling and hoarding" @AdamasIntel #rareearths #ndfeb #EV #batteries

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Adamas Intelligence

@AdamasIntel

5 years

Ladies and gentlemen here we go - magnet #rareearth prices are on the rise: Dy Oxide = +5% today, +16% over last 60 days Tb Oxide = +4% today, +8% over last 60 days PrNd Oxide = +2% today, +4% over last 30 days Gd Oxide = 1% today, +13% over last 60 days

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Adamas Intelligence

@AdamasIntel

4 years

Is this #rareearth saber rattling 2.0 or genuine saber sharpening? Either way, a sobering way to start the week if you're importing #rareearths from China, like most. Contact @AdamasIntel for more on this developing story. #ndfeb #ev #Tesla #VW #USDOD

China passes export control law with potential for rare-earths ban

Legislation empowers government to cast wide net on foreign companies

asia.nikkei.com

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Adamas Intelligence

@AdamasIntel

5 years

Another ( #free ) briefing from @AdamasIntel , titled: "Rare Earth Elements: Market Issues and Outlook" Essential reading for anyone curious about the #rareearths industry or looking to learn more about the forces driving the #rareearth market. #NdFeB

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Adamas Intelligence

@AdamasIntel

10 months

Year-to-date, passenger EV unit sales are up 33% versus 43% growth the same period the year prior leading some OEMs to sound the alarms in recent weeks. Over the same period, a steady rise in the average EV’s battery capacity has fueled a 45% rise in GWh deployed onto roads,

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Adamas Intelligence

@AdamasIntel

5 years

As of tomorrow, #rareearth imports from Myanmar will be banned in China, adding even more strength behind Dy, Tb, Gd prices. Context: Myanmar responsible for about 50% of China's heavy #rareearths feedstock supply in 2018. Connect with @AdamasIntel for more information. #NdFeB

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Adamas Intelligence

@AdamasIntel

5 years

DYK that over 55,000 tonnes of #rareearths were consumed globally in 2018 for prod of permanent magnets? While last year’s #rareearth mining quota was ~120,000 tonnes, it needed to be ~50% higher to satisfy demand, as confirmed by ACREI earlier this week

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Adamas Intelligence

@AdamasIntel

5 years

New report from @AdamasIntel : "Rare Earth Pricing Outlook to 2030" "From 2018 through 2030, we forecast that the value of global annual #rareearths demand will quadruple, from US $3.7 billion to $15.6 billion" #RareEarth #NdFeB #ElectricVehicles #EVs

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Adamas Intelligence

@AdamasIntel

3 years

Global EV, motor and motor materials markets continue to reach new heights. In November 2021, the market saw record NdFeB magnet, motor power and motor units deployed onto roads in newly sold passenger. 🧵1/10 #EVs #ElectricVehicles #Motors #NdFeB #RareEarths #RareEarth

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Adamas Intelligence

@AdamasIntel

3 years

Demand resurgence, supply uncertainty and U.S. commitment to climate have fostered a new price environment for #RareEarths @AdamasIntel announces updated and upgraded #rareearth price forecasts to 2030 #NdFeB #magnets #electricvehicles #EVs #windpower

CATL Took Lead by GWh Deployed in April 2020 but LG Chem Led by GWh Installed

In April 2020, CATL deployed 1.33 GWh globally in new passenger EVs, LG Chem deployed 1.02 GWh and Panasonic deployed 0.91 GWh

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Adamas Intelligence

@AdamasIntel

5 years

High-nickel cathode deployment gaining momentum. Over 250% more NCM 811 deployed in April 2019 (by kWh) than same month the year prior, according to @AdamasIntel #Nickel #ElectricVehicles #BatteryMetals #Batteries #Cobalt #Lithium #lithiumionbatteries

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Adamas Intelligence

@AdamasIntel

11 months

According to @AdamasIntel data, the battery power in Teslas hitting the road year-to-date amounted to 73,987 MWh, while the world’s non-Tesla drivers had to share 229,656 MWh between them. #batteries #batterymetals #Tesla

US car buyers can thank Tesla for making EVs (and luxury cars) affordable - Adamas Intelligence

Thanks to its dominant position and long EV history Tesla can price the Model Y and Model 3 well below the average US gasoline vehicle

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Adamas Intelligence

@AdamasIntel

5 years

In January 2019, the Chinese market saw 253% more nickel deployed in passenger EV batteries than the same month the year prior via @AdamasIntel #electricvehicles #nickel #cobalt #lithium #copper #graphite #batterymetals #rareearths #batteries

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Adamas Intelligence

@AdamasIntel

1 year

Adamas exclusive: EU-China electric car spat more good news for battery metal miners "Considering the high stakes and troubling outlook that German mass market automakers like Volkswagen are facing, the eventual imposition of tariffs or other measures to limit Chinese carmakers’

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Adamas Intelligence

@AdamasIntel

5 years

Mr Xi’s visit “is absolutely a suggestive move and the timing of it puts the US between a rock and a hard place” said @AdamasIntel 's @ryancastilloux #rareearths #rareearth #electricvehicles #REE #NdFeB

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Adamas Intelligence

@AdamasIntel

1 year

Why do some automotive OEMs use one type of EV traction motor over another? Why do some OEMs use multiple motor types? All this and more with our managing director, @RareEarthRyan , in the video below. Among the key takeaways: Video: 🚗 OEMs must

Electric Outlook: EVs, Motors, Magnets and Critical Materials

In this video, Adamas managing director, Ryan Castilloux, talks about the outlook for EVs, the traction motors that move them, and the key considerations an automotive OEM faces when choosing a motor...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

5 years

In 10 to 15 years two-thirds of wind turbines installed globally will incorporate rare earth permanent magnet generators, says @GarethHatch of @AdamasIntel . Yet another reason why a massive increase in #rareearths production is needed. #NdFeB #rareearth

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Adamas Intelligence

@AdamasIntel

6 years

China becomes world's biggest importer of rare earths - Analysts | Excellent article by Tom Daly of Reuters featuring @ryancastilloux of @AdamasIntel #RareEarths #ndfeb

China becomes world's biggest importer of rare earths: analysts

China, the world's top producer of rare earth elements, last year also emerged as the biggest importer of the group of minerals used in everything from ceramics to consumer electronics, analysts said...

www.reuters.com

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Adamas Intelligence

@AdamasIntel

4 years

#EVs will consume 1 out of every 4 tonnes of NdFeB produced in 2030, according to new report from @AdamasIntel #RareEarths #RareEarth #NdFeB #EV #ElectricVehicles #Batteries #Tesla #VW

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Adamas Intelligence

@AdamasIntel

3 years

Especially remarkable when considering that magnet #rareearth prices have +/- doubled year-over-year Plus... #Tesla doubles down on PMSM use in latest refreshes #Renault opts for PMSMs for latest hybrids #rareearths #ndfeb #motors #EVs #batterymetals

Global PMSM Market Share Continues to Rise Despite Soaring Rare Earth Prices

In 2021 H1, more than 475 GW of EV traction motor (and generator) power was deployed onto roads globally in newly sold xEVs, 90% of which was powered by PMSMs

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

11 months

Tesla and BYD are the leading drivers of #graphite demand for EV batteries globally with 64,095 tonnes and 51,428 tonnes rolled onto roads, respectively, through the first seven months of 2023. #Tesla #batteries #batterymetals

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Adamas Intelligence

@AdamasIntel

2 months

📢 We're excited to announce that James Litinsky, Founder, Chairman and CEO of @MPMaterials , will join us for a keynote 1-on-1 discussion at Rare Earth Mines, Magnets & Motors 2024 in September. We look forward to speaking with the visionary leader behind the West's largest

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Adamas Intelligence

@AdamasIntel

1 year

China rattles the #rareearths sabers yet again, mulling export limitations on #rareearth tech A potential headache for the west but not a crippling or comparable hurdle to the U.S. et al's export restrictions on semiconductor tech

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Adamas Intelligence

@AdamasIntel

5 years

46.3 GWh deployed in new passenger EVs in 2019 H1, 89% more than in 2018 H1, according to new (free) report from @AdamasIntel : "State of Charge: EVs, Batteries and Battery Materials" #electricvehicles #batterymetals #lithium #nickel #cobalt #EV #battery

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Adamas Intelligence

@AdamasIntel

5 years

In China, the avg. new passenger EV sold in Sept. 2019 contained 18.1 kg of #nickel , a staggering increase of 57% over the same month the year prior 'EV Battery Nickel Monthly' report + data service from @AdamasIntel Subscribe today. #batterymetals

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Adamas Intelligence

@AdamasIntel

6 years

U.S. signs legislation prohibiting the DOD from purchasing #RareEarths magnets from China starting in 2019. Huge near-term plus for Lynas and Japanese magnet makers. Also a near-term plus for other emerging producers ex-China. #NdFeB #EV #TradeWars #REE #RareEarth @AdamasIntel

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Adamas Intelligence

@AdamasIntel

1 year

EU-China Electric Car Spat More Good News for Battery Metal Miners

Given the high stakes and the trouble, particularly the German mass market automakers like Volkswagen, are facing, the eventual imposition of tariffs or other measures to limit Chinese carmakers’...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

10 months

96% more #graphite deployed in PHEV batteries in August 2023 than same month the year prior, according to @AdamasIntel data. #electricvehicles #batteries #anodes

Graphite deployed by EV type in August 2023 – Adamas Intelligence

During the eight months through August 2023, graphite tonnes deployed in newly sold EVs totaled 377,739 tonnes, a jump of 50% compared to the same period in 2022.

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

1 year

"The potential for China limiting #rareearth or magnet exports is now higher than it was before it pulled the #germanium and #gallium card, albeit the potential is still low and unlikely in our view" according to our MD, @RareEarthRyan . #rareearths

Much Ado About Gallium, Germanium… and Rare Earth Elements?

We do believe the potential for China limiting rare earth or magnet exports is now higher than it was before it pulled the germanium and gallium card, albeit the potential is still low and unlikely...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

5 years

NCM 811 Commands an 18% Market Share in China in September 2019 #nickel #electricvehicles #batterymetals #cobalt #lithium #cathodes #EVs #NCM811

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Adamas Intelligence

@AdamasIntel

5 years

NCM 811 commands a 4% market share in China's passenger EV market in June 2019. Market share has quadrupled since the start of the year via @AdamasIntel . #electricvehicles #lithiumionbatteries #batteries #lithiumion #EV #lithium #nickel #cobalt #cathode

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Adamas Intelligence

@AdamasIntel

3 years

. @AdamasIntel is thrilled to have contributed to and peer reviewed this exceptional study! A critical analysis and outlook for governments, #cleanenergy , #batterymetals and #rareearths stakeholders alike. #rareearth #lithium #nickel #cobalt #graphite ?

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Adamas Intelligence

@AdamasIntel

5 years

Excited to announce that critical materials veteran @GarethHatch has joined @AdamasIntel as Head of Business Development! Facing a decision involving #rareearths or #batterymetals ? Contact us today to discuss how we can assist: (info @adamasintel .com).

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Adamas Intelligence

@AdamasIntel

2 years

China’s scrambling to boost domestic reserves base, secure #rareearth feedstocks from abroad 🚨🗺️⛏️ At home, in Laos, in Malaysia, in Africa and Australia: 🧵⬇️ #rareearths #ndfeb #criticalminerals

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Adamas Intelligence

@AdamasIntel

5 years

“No question it’s saber rattling” said @ryancastilloux of @AdamasIntel . “I think China would be reluctant to cut off supplies to anyone just yet, but the optics are designed to send a clear message – we know your vulnerabilities” #rareearths #RareEarth

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Adamas Intelligence

@AdamasIntel

4 years

Global EV industry in Nov 2020 ☑️Record #EV sales ☑️Record market penetration ☑️Record #battery capacity deployment ☑️Record high #graphite deployment ☑️Record high #lithium deployment ☑️Record high #cobalt deployment ☑️Record high #manganese deployment

CATL Took Lead by GWh Deployed in April 2020 but LG Chem Led by GWh Installed

In April 2020, CATL deployed 1.33 GWh globally in new passenger EVs, LG Chem deployed 1.02 GWh and Panasonic deployed 0.91 GWh

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

3 years

Interesting new #rareearth projections out from @UBS The trouble is, they are missing around 50% of the NdPr market in their model. Total global demand is closer to 60ktpa, double the 30ktpa cited. Just a decade or so out of date UBS. #rareearth #NdFeB #motors #EVs

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Adamas Intelligence

@AdamasIntel

5 months

Our #lithium supply/demand models correlate oversupplied conditions in late-2023 with observed price pressure. We see a reverse to strong deficits from Q3 2024 due to seasonal demand pull, which fundamentally, should see prices rise in tandem.

Lithium market to see growing structural imbalance through Q4 – Adamas Intelligence

Our analysis expects a small structural deficit in Q2 2024, growing to more pronounced volumes in Q3 and Q4 as end-user demand ramps up, fueling the drawdown of LCE inventories and an expected...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

3 years

⚡️Less than 4 weeks to go!⚡️ Register now for "North American Critical Minerals Days"! It's FREE. 25+ speakers from across the 🇺🇸🇨🇦 mine-to-EV supply chain #RareEarths Day - Oct 19, 2021 ⛏️🧲🚘 #BatteryMetals Day – Oct 20, 2021 ⛏️🔋🚘 Register now📝:

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Adamas Intelligence

@AdamasIntel

1 year

The great bifurcation of #rareearth prices in China continues. NdPr oxide price as of Apr 14: Spot market: 475 RMB/kg Industry guidance: 639 RMB/kg Unprecedented 35% disparity, up from 22% a week ago 👇

Adamas Intelligence

@AdamasIntel

1 year

What about #rareearth prices? At the moment, we're seeing an unprecedented 22% difference in spot prices (which have dropped YTD) and industry guidance prices (relatively firm YTD) in China. 1/🤔

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Adamas Intelligence

@AdamasIntel

3 years

Following a towering Q4, 2021 saw a record 286.2 GWh of passenger #EV #battery capacity deployed onto roads globally, a remarkable 113% increase over 2020 as EV sales, especially BEV and PHEV, surged year-over-year. 🧵1/n

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Adamas Intelligence

@AdamasIntel

3 years

Sincere thanks to @MPMaterials for speaking at 'North American Critical Minerals Days' last month. In case you missed it, check out a replay below. #USA #rareearths #rareearth #magnets #motors #EVs

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Adamas Intelligence

@AdamasIntel

1 year

Winner amidst this unprecedented delta = China Loser = Everyone else Follow @AdamasIntel 5/5

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Adamas Intelligence

@AdamasIntel

5 years

Introducing the "EV Battery Nickel Monthly" from @AdamasIntel . Tracking global monthly deployment of #nickel by: -EV Type -Region -Country -Make -Model -Cell Supplier -Chemistry -Sales-Weighted Averages Request a copy: #BatteryMetals #ElectricVehicles

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Adamas Intelligence

@AdamasIntel

6 years

China monthly #RareEarth exports up 48,7% MoM and 12.4% YoY in November 2018. From January through November the average export price of China's #RareEarths was $9.91 per kilogram, an increase of 20.7% over the year prior. via @AdamasIntel

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Adamas Intelligence

@AdamasIntel

3 years

Following an 18% increase in early December, the price of #monazite mineral concentrate in China surged 36% higher MoM and 122% higher YoY in early January to record levels, underpinning a comparable rise in the price of magnet LREOs #rareearths #rareearth #EVs #motors 1/4

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Adamas Intelligence

@AdamasIntel

4 years

When peering into the outlook for the next decade to come, it quickly becomes apparent that the rapid #rareearths demand growth of the 2020s will soon be dwarfed by the astronomical demand growth of the 2030s #rareearth #REE #electricvehicles #NdFeB

Rare Earth Elements: Market Issues and Outlook (Free #RareEarths Report from @AdamasIntel)

This free briefing is essential reading for anyone curious about the rare earth industry or looking to learn more about the market outlook @AdamasIntel #RareEarths

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

2 years

Last month, @AdamasIntel revisited @MPMaterials ' Mountain Pass in California 🌄 Despite a scheduled shutdown, site was bustling with contractors wrapping up the Phase II works #RareEarth capacity 'going back to Cali' in 2023 #rareearths #ndfeb #magnets

October Site Visit: MP Materials’ Mountain Pass Mine and Processing Facilities in the U.S.

Last month, Adamas Intelligence managing director, Ryan Castilloux, had the opportunity to revisit and tour MP Materials’ Mountain Pass mine and processing facilities in California.

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

5 years

In 2019, #NCM811 captured 4% of global passenger EV market share by GWh, 9% market share in China In China, #NCM811 started 2019 with 1% market share in Jan. but finished the year with 16% in Dec. Subscribe for more - tracking 95 countries - monthly. #nickel #cobalt #cathodes

Adamas Intelligence

@AdamasIntel

5 years

Our platform tracks monthly deployment of EV battery capacity (MWh) and battery raw materials (Li, Ni, Co, Mn, Graphite, and others) by region, country, make, model, cell supplier and cell chemistry. * All new subscribers get 3 months free access.

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Adamas Intelligence

@AdamasIntel

11 months

A critical review of current developments in the #lithium industry This week: ▶ Delta Lithium upgrades MRE at Mt Ida project ▶ Latin Resources publishes PEA for the Colina project ▶ Lithium Americas Corp. completes company split ▶ Albemarle’s successful takeover of Liontown

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Adamas Intelligence

@AdamasIntel

2 years

As noted to clients in recent report: With domestic heavy #rareearth resources dwindling, production quotas flat, feedstock imports from Myanmar wavering and feedstock imports from the U.S. about to recede… ⬇️

EV Motor Materials Monthly - Adamas Intelligence

The ‘EV Motor Materials Monthly’ is a subscription-based report and data service for tracking motor demand, NdFeB magnet demand, and other key developments in the global EV traction motor market...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

5 years

China sets 2019H1 #rareearth mining quota at 60,000 tonnes and smelting/separation quota at 57.500 tonnes, exactly half of last year's entire year quota. Second quota to be announced before end of June. Follow @AdamasIntel for more information #rareearths

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Adamas Intelligence

@AdamasIntel

5 years

Ladies and gents, here we go - magnet #rareearths prices are on the rise: Dy Oxide = +5% today, +16% over last 60 days Tb Oxide = +4% today, +8% over last 60 days PrNd Oxide = +2% today, +4% over last 30 days Gd Oxide = +1% today, +13% over last 60 days

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Adamas Intelligence

@AdamasIntel

7 years

#RareEarths the biggest blind spot in the battery metals supply chain for #EVs #EV #Lithium #Cobalt #Nickel

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Adamas Intelligence

@AdamasIntel

10 months

EV Battery Chart of the Week w/ Alla Kolesnikova🔋 🗓️This week: 🚘Tesla workhorses haul more nickel than next 9 combined 📄PDF: #batteries #nickel #tesla

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Adamas Intelligence

@AdamasIntel

3 years

🚨 LAST CHANCE 🚨 Register FREE ⛏️🧲🔋🚘 North American Critical Minerals Days 2 days, 30+ speakers, 700+ registered Keynotes: U.S. DoD, Britishvolt Canada, Natural Resources Canada 1-on-1s: Neo Performance Materials, SAFE #rarearths #batterymetals

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Adamas Intelligence

@AdamasIntel

5 years

Nickel use in EV batteries up 78% YoY in 2019 H1, according to new report from @AdamasIntel . At same time nickel deployment in BEVs increased 119% YoY on back of industry’s ongoing shift to ‘higher-nickel’ cathode chemistries. #nickel #batterymetals #EV

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Adamas Intelligence

@AdamasIntel

3 years

Just 3 weeks to go until we kick off "Rare Earths Day"! Register now for "North American Critical Minerals Days". It's FREE. 2 days, 25+ speakers, 500+ attendees #RareEarths #BatteryMetals #EVs #NdFeB #Motors Register📝

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Adamas Intelligence

@AdamasIntel

5 years

NCM 811 commands a 13% market share in China in August 2019, up from 4% in June and just 1% in January, according to @AdamasIntel Second only to NCM 523 in Aug. #electricvehicles #nickel #batteries #lithiumion #batterymetals #cobalt #lithium #EV #NCM811

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Adamas Intelligence

@AdamasIntel

3 years

🚨Just 4 weeks to go!🚨 Register now for @AdamasIntel 's "North American Critical Minerals Days"! 25+ speakers from across the 🇺🇸🇨🇦 mine-to-EV supply chain #RareEarths Day - Oct 19, 2021 ⛏️🧲🚘 #BatteryMetals Day – Oct 20, 2021 ⛏️🔋🚘 Register now 📝:

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Adamas Intelligence

@AdamasIntel

3 years

UBS report: NdPr oxide supply and demand underestimated by 50% Roughly 190,000 tonnes NdFeB alloy and powder produced globally in 2019 = baseline REO demand of 60-70 ktpa, not 31 ktpa #rareearths #rareearth #NdFeB

Rare Earth Elements: Market Issues and Outlook (Free #RareEarths Report from @AdamasIntel)

This free briefing is essential reading for anyone curious about the rare earth industry or looking to learn more about the market outlook @AdamasIntel #RareEarths

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

4 years

" @AdamasIntel analysis projects that in 2030 alone, upwards of 90,000 tonnes of #NdFeB magnets will be entering waste streams globally." #ewaste #recycling #rareearths #rareearth #magnets #electricvehicles #motors #EVs

Rare Earth Elements: Market Issues and Outlook (Free #RareEarths Report from @AdamasIntel)

This free briefing is essential reading for anyone curious about the rare earth industry or looking to learn more about the market outlook @AdamasIntel #RareEarths

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

9 months

🔋 Batteries are being bulked up across EV types, but PHEVs are running far ahead of BEVs and HEVs, @AdamasIntel data shows. In Q3 2023, the average PHEV sold globally had a 21.6 kWh pack, representing a hefty 22% rise over the same period the year prior. Consequently, the

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Adamas Intelligence

@AdamasIntel

11 months

Electric vehicle (and luxury car) prices are becoming increasingly affordable in the U.S. - thanks in large part to Tesla's aggressive price cuts. New insight from @AdamasIntel ⬇️ @Tesla #Tesla #electricvehicles #batteries

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Adamas Intelligence

@AdamasIntel

6 months

🔋 Last year 408,214 tonnes of #lithium carbonate equivalent (LCE) were deployed onto roads globally in the #batteries of all newly sold passenger #EVs combined, up 40% year-over-year, according to @AdamasIntel data. Full insight ⤵️

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Adamas Intelligence

@AdamasIntel

10 months

📢 Adamas Intelligence is thrilled to be hosting the first ever international congress on Rare Earth Mines, Magnets and Motors in Toronto, Canada from September 25-27, 2024 🗓️Save the date! #motors #magnets #rareearth #rareearths

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Adamas Intelligence

@AdamasIntel

5 years

Passenger EV battery capacity deployed up 94% YoY in March 2019. Especially remarkable when considering that global EV sales increased by a mere 25% over the same period. #electricvehicles #batteries #batterymetals #lithiumion #lithiumionbatteries #EV

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Adamas Intelligence

@AdamasIntel

2 years

Value of #rareearths consumption for energy transition related applications to rise 10-fold through 2035 🚀 Follow @AdamasIntel #rareearth #NdFeB #electricvehicles #windpower #criticalminerals

The Skyrocketing Value of Rare Earths Powering the Energy Transition

With demand and prices soaring in recent years, the total value of rare earth oxides consumed for the energy transition each year quadrupled between 2020 and 2022. By 2035, with demand and prices...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

1 year

So - right now, effectively, ex-China rare earth concentrate prices are being driven down by a drop in spot prices (to the benefit of importers) while the value of the rare earth oxides and metals these concentrates yield in China has largely held its own year-to-date. 4/

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Adamas Intelligence

@AdamasIntel

3 years

Global #EV sales booming through Q1 2021 Nearly as much #NdFeB deployed in EV traction motors in Q1 as in all of 2017 combined EVs so far skirting major impact of global #chipshortage while #ICE cars continue to bear the brunt #rareearths #rareearth

EV Motor Materials Monthly - Adamas Intelligence

The ‘EV Motor Materials Monthly’ is a subscription-based report and data service for tracking motor demand, NdFeB magnet demand, and other key developments in the global EV traction motor market...

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

1 year

Lithium prices peaked in January of this year with prices for #carbonate and #hydroxide trading above $70,000 a tonne. Today prices are in danger of falling through the $30,000 per tonne level. Spodumene concentrate prices remain above $3,000 a tonne but are trading down 50% so

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Adamas Intelligence

@AdamasIntel

11 months

Weekly Lithium Lowdown with Chris Williams 🗓️ This week 🧵 #lithium ⬇️

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Adamas Intelligence

@AdamasIntel

3 years

Since January 2020, the price of high-purity #bastnaesite in China has quadrupled. #rareearths #rareearth #EVs #motors #magnets 4/4 Source: 'EV Motor Materials Monthly' report and data service (subscription)

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Adamas Intelligence

@AdamasIntel

5 years

In Asia-Pacific, 2x more battery capacity deployed in June 2019 than in June 2018 via @AdamasIntel #electricvehicles #lithiumion #EV #lithium #nickel #cobalt #graphite #batteries #batterymetals #rareearths

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Adamas Intelligence

@AdamasIntel

5 years

Takeaway from our latest "EV Battery Nickel Monthly" report: "In May 2019, 57% more nickel was deployed globally in batteries of new passenger EVs than the same month the year prior." #electricvehicles #nickel #batterymetals #lithiumion #cobalt #lithium

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Adamas Intelligence

@AdamasIntel

9 months

🔋 The rate of overall battery capacity deployment growth in China through September this year (up 37% YoY) is running well ahead of EV unit sales growth (up 27% YoY) speaking to consumer preferences for larger form factor vehicles with often beefier battery packs.

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Adamas Intelligence

@AdamasIntel

1 year

Chinese #EVs stole the show at the 2023 IAA Mobility exhibition held in Munich last week. Rubbing it in was Brian Gu, CEO of Chinese upstart Xpeng, who told Reuters on the sidelines of IAA: “It is perhaps the darkest moment for German automakers, but I also feel their strongest

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Adamas Intelligence

@AdamasIntel

9 months

🔋 In the face of battery chemistry trends working against #manganese demand, a steady rise in the average EV’s battery capacity is helping to soften the blow, evidenced by a still modest 30% rise in manganese deployment year-over-year. 💡 Full insight:

Battery manganese deployment up 30% year-over-year in Q3 2023 – Adamas Intelligence

In the third quarter of 2023, a total of 19,131 tonnes of manganese were deployed in newly sold EVs worldwide, according to Adamas Intelligence data.

www.adamasintel.com

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Adamas Intelligence

@AdamasIntel

5 years

Rising sales of EVs, especially high-capacity BEVs, accelerating #lithium demand growth. In May 2019, 47% more LCE deployed globally in batteries of passenger EVs than same month year prior. #ElectricVehicles #Batterymetals #Lithiumion #Nickel #Cobalt

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Adamas Intelligence

@AdamasIntel

10 months

South Korean battery maker SK On said this week it has inked a deal with Polestar to supply lithium-nickel-manganese-cobalt (NCM) batteries for the Sino-Swedish carmaker’s upcoming flagship Polestar 5. #batteries #lithium #nickel Full story:

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Adamas Intelligence

@AdamasIntel

4 years

Lastest from Xiaojing Yang on the current situation in Myanmar. "Reports from China backed this statement by affirming the mines are under stable control by local militia groups" #rareearths #rareearth #ree #ndfeb #myanmar #EVs #electricvehicles #tin

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Adamas Intelligence

@AdamasIntel

3 years

In #EV and #mining speak, 2030 is basically "tomorrow". Is this a major opportunity or an impossible challenge? Both? 🇺🇸 🚘🔋🧲⛏️🇺🇸 3/3 #batterymetals #motormetals #lithium #nickel #cobalt #copper #aluminum #manganese #graphite #cathodes #anodes #tesla

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Adamas Intelligence

@AdamasIntel

9 months

📊 LCE use in batteries of PHEVs sold in Q3 2023 totaled 14,275 tonnes, a massive 80% increase over the same quarter last year as unit sales and LCE loading per unit continue to surge in tandem. #electricvehicles #batteries #lithium 💡 Full insight:

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Adamas Intelligence

@AdamasIntel

2 years

The battery industry “certainly has seen the second coming of #LFP in recent years, and that wave is starting to move west”, said Ryan Castilloux ( @RareEarthRyan ) founder of Adamas Intelligence ( @AdamasIntel ). #batteries #EVs #batterymetals #cathodes

US electric vehicle batteries poised for new lithium iron age

Ford and other manufacturers pursue cheaper energy storage technology prevalent in China

www.ft.com

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Adamas Intelligence

@AdamasIntel

4 years

A fitting announcement on Groundhog Day 🦫 After many, many reviews, there will be another review of critical materials supply chains in US 🚢 #rareearths #rareearth #ree #batterymetals #lithium #nickel #cobalt #manganese #graphite #ndfeb #stillcritical

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Adamas Intelligence

@AdamasIntel

3 years

Huge news from North America! @MPMaterials to build its first #NdFeB magnet plant in Fort Worth, TX! LT supply agreement with @GM ✅ Initial 1 ktpa production capacity ✅ Initial supply for ~500,000 EV motors ✅ #rareearths #rareearth #REE #motors #EV

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Adamas Intelligence

@AdamasIntel

5 years

Noble's Talaxis takes stake in Arafura, owner of the Nolans #rareearths project in Australia. #rareearth #ElectricVehicles #ndfeb

Noble Group makes rare move with Arafura stake

Commodities house Noble Group is re-entering the Australian market via ASX-listed rare earths hopeful Arafura Resources.

www.afr.com

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