Adamas Intelligence (@AdamasIntel) / X

Adamas Intelligence

2,491 posts

Adamas Intelligence

@AdamasIntel

The original critical minerals and metals research company 🔋🧲📈 #RareEarths #BatteryMetals #Markets #SupplyChains

North America, Europe

Joined January 2013

Pinned
Adamas Intelligence
@AdamasIntel
Jan 21
🔀 China vs ex-China: A tale of two very different outlooks for rare earths When assessing the outlook for rare earths supply and demand, it can be a mistake to extrapolate a single outlook onto all regions globally. In the case of China versus the ex-China market, we continue
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Adamas Intelligence
@AdamasIntel
Nov 3, 2023
🚨 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: adamasintel.com/volkswagen-onl…
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Adamas Intelligence
@AdamasIntel
Nov 6, 2023
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: adamasintel.com/wp-content/upl… 🧵⬇️ #electricvehicles #batteries #lithium #graphite
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Adamas Intelligence
@AdamasIntel
Apr 7, 2023
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
May 6, 2019
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 adamasintel.com/catl-capacity-…
Adamas Intelligence
@AdamasIntel
Oct 23, 2023
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
Jun 19, 2019
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. adamasintel.com/small-market-b…
Adamas Intelligence
@AdamasIntel
Mar 3, 2023
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
From adamasintel.com
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Adamas Intelligence
@AdamasIntel
Feb 28, 2020
Tracking monthly deployment of EV battery capacity (MWh) and battery raw materials by region, country, make, model, cell supplier and cell chemistry 💻📈🔋🚘 Subscribe today ⬇️ adamasintel.com/subscription/e… #electricvehicles #nickel #cobalt #lithium #cathodes #anodes #batteries #EV
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Adamas Intelligence
@AdamasIntel
Jan 26, 2021
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
Adamas Intelligence
@AdamasIntel
Aug 12, 2021
"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
From adamasintel.com
Adamas Intelligence
@AdamasIntel
Nov 7, 2023
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
From adamasintel.com
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Adamas Intelligence
@AdamasIntel
May 5, 2022
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)
From adamasintel.com
Adamas Intelligence
@AdamasIntel
Jul 30, 2024
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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