Alla Kolesnikova

Head of Data and Analytics @AdamasIntel #RareEarths #BatteryMetals

[Eclipse Metals Ltd (ASX: EPM) @EclipseMetals]

It was great to connect with global leaders at Adamas Intelligence #RareEarths Mines, Magnets & Motors 2025 Summit like #BMW, #MPMaterials, #NeoMaterials, #BostonDynamics, and many other forward-thinking firms shaping the future of #CriticalMinerals and advanced manufacturing.

[Adamas Intelligence @AdamasIntel]

🔥 A fireside chat for the ages: @AdamasIntel is thrilled to announce that legendary tech icon and co-founder of @Apple, Steve Wozniak, will be a special guest at Rare Earth Mines, Magnets & Motors 2025 in Toronto.

📝 Register now: https://t.co/xa38dToBP3

Hear about his infamous partnership with Steve Jobs, his views on innovation and creativity, and his personal thoughts on the future of technology.

Drawing on Woz’s experience as co-founder of Apple and his observations of the PC market’s explosive growth and evolution, we’ll discuss potential parallels that can be drawn in relation to the outlook for robotics, automation and advanced air mobility.

The two-day conference will bring together major participants from across the mine-to-OEM supply chain for high-caliber discussions and networking at the prestigious Ritz-Carlton Toronto.

Expect world class speakers, evening networking events and actionable insights you won’t hear elsewhere.
#Sponsorship opportunities are available including an array of exclusive benefits for supporters. Associate your brand with the industry’s premier event and its unparalleled lineup of world-class speakers.

Contact @AdamasIntel for more information.

#REM3

[Adamas Intelligence @AdamasIntel]

🔥 A fireside chat for the ages:

@AdamasIntel is thrilled to announce that legendary tech icon and co-founder of Apple, Steve Wozniak, will be a special guest at Rare Earth Mines, Magnets & Motors 2025 in Toronto.

📝 Register now: https://t.co/93n4liA8vc

#REM3

[Adamas Intelligence @AdamasIntel]

🔋 In September 2024, 84.5 GWh were deployed onto roads in all newly sold passenger BEVs, PHEVs and HEVs combined, 30% more than the same month the year prior according to @AdamasIntel data.

The top five cell suppliers globally (three Chinese, one South Korean, one Japanese) captured a massive 74% of the global market in September 2024, down from a higher 78% a year ago.

Moreover, the top 10 cell suppliers globally captured 89% of the global market, down from 93% the same month the year prior.

Despite massive consolidation at the top of the market, Adamas data shows that the number of passenger EV cell suppliers continues to grow worldwide with a total of 61 incumbents in play as of September 2024.

Contact the team for more info.

Link to full insight in comments ⬇

#electricvehicles #batteries #batterymetals #lithium

[Adamas Intelligence @AdamasIntel]

📢 Save the Date: Rare Earth Mines, Magnets & Motors 2025!

We’re thrilled to announce that the #rareearths conference of the year is coming back to Toronto in September 2025 – bigger and better!

🌐 Venue and dates: The Ritz-Carlton Toronto | September 23-24, 2025

The conference website and early-bird registration will open shortly. Please keep an eye out for a follow-up announcement with more information.

🤝 Executive summit with a mine-to-OEM focus:

Building on the massive success of this year’s inaugural event, we look forward to going even bigger and better in 2025.

Expect world class speakers, exclusive market insights, evening networking receptions and more.

🧲 Key themes:

#Robotics, #automation, #advancedairmobility and #electrification will be key themes of this year’s event.

Come and learn more about the exciting outlook (and key challenges) facing these markets and the emerging mine-to-magnet supply chain coming together upstream.

🗓 We look forward to seeing you in 2025!

[Adamas Intelligence @AdamasIntel]

🚘 As we highlighted in a recent insight, the so-called shift to hybrids is to-date primarily a theme of the Chinese market is only just starting in North America and Europe, if at all.

Consequently, Chinese cell suppliers have been the leading beneficiaries of plug-in hybrid electric vehicle (PHEV) sales growth in the country while leading cell suppliers from South Korea have seen their PHEV-powered businesses shrink.

📊 Prospects for South Korean trio to improve in 2025

Overall, the South Korean trio have a greater share of their businesses exposed to European and North American markets, which have performed poorly overall in 2024 to-date.

Looking ahead, with enthusiasm around extended range PHEVs (also known as EREVs) mounting in both regions, and some compelling models coming from Stellantis, Ford, Hyundai and others, growth prospects for the trio are improved entering into 2025 but that growth will likely still pale in comparison to their Chinese counterparts.

Contact the Adamas team to discuss further.

Link to full insight in comments ⬇

#electricvehicles #batteries #batterymetals #lithium #nickel

[Yawen Xu @YawenXu17]

🇨🇳🚁Rise of China's low-altitude economy

Xpeng Aeroht, Asia’s largest flying car company, has just broken ground on its new production facility in Guangzhou, Guangdong Province!

Here’s a thread covering everything you need to know about Xpeng Aeroht’s flying car⬇️

(🧵1/7)

[Mitchell Smith @MitchSmithVanc]

It’s not just #EVs fueling demand for key battery materials like #lithium, #nickel, #cobalt, #graphite, #manganese etc …

#Robotics and Advanced Air Mobility are gaining momentum says @AdamasIntel’s @DatamasAK at the @BMAC_Canada CHARGED! Event.

[MP Materials @MPMaterials]

“Move over EVs … robotics are the new frontier”

🫡 @AdamasIntel $MP

[Adamas Intelligence @AdamasIntel]

Robotics are the new frontier of #rareearths demand

From one of the smallest end-use categories today, #robotics are poised to become the single largest demand driver by 2040, forecasts @AdamasIntel

💡 Full insight: https://t.co/XZr0k0RQZY

[Frik Els @frikels]

Brazil imposed (relatively modest) tariffs on imported EVs before Europe and the US. It didn't stop a Chinese takeover, esp by $BYDDY. In 2021, 5% of EVs sold in Brazil were made in China. Now it's 86%

[Adamas Intelligence @AdamasIntel]

🚨 LEAKED...

😱

..on purpose!

We're thrilled to share the final program for Rare Earth Mines, Magnets & Motors!

Join the leading minds in the #rareearths industry for high caliber discussions and networking.

📑 Final Program: https://t.co/J1iMu5ZbVc

📝 Register: https://t.co/LKxq6Wc4gW

[Adamas Intelligence @AdamasIntel]

🔋 Whereas overall nickel consumption increased by 15% from January through May to 115,704 tonnes, nickel consumption for the E, F and SS segments specifically surged by 60% over the same period to 31,758 tonnes.

Notably, newly sold large EVs made up 27% of global EV battery nickel consumption during the five-month span versus less than 20% during the same period last year.

💡 Full insight: https://t.co/4bKIb8Kzgl

#lithium #nickel #cobalt #manganese

[Adamas Intelligence @AdamasIntel]

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 made-in-China EVs.

💡 Full insight below

#Tesla #China #electricvehicles

https://t.co/khUviBwPHW

[GWEC @GWECGlobalWind]

Welcome to our new GWEC Member @AdamasIntel 🤝

"We're thrilled to join GWEC & look forward to supporting fellow members with critical minerals, metals & materials related issues." -@RareEarthRyan, @AdamasIntel.

More: https://t.co/cMI61GU9WC
Join GWEC: https://t.co/zLWeZ80g0N

[Adamas Intelligence @AdamasIntel]

📢 We're thrilled to announce that Dr. Erik Eschen, CEO of Vacuumschmelze, 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 inspiring leader behind the 101 year old company about the rich past, present and future of the VAC Group.

For more information, visit: https://t.co/xa38dToBP3

📝 Secure your place today, space is limited.

#RE2M3 #electricvehicles #motors #rareearths #rareearth #magnets

[Adamas Intelligence @AdamasIntel]

📢 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 integrated producer of rare earth elements, and soon to be magnets.

For more information, visit: https://t.co/xa38dTp9EB

📝 Secure your place today, space is limited.

#RE2M3 #electricvehicles #motors #robots #magnets

[Adamas Intelligence @AdamasIntel]

📢 We're excited to announce that Jan Giese, Senior Manager Minor Metals and Rare Earth Elements at TRADIUM, will be participating in a panel discussion at Rare Earth Mines, Magnets & Motors 2024 in September.

We look forward to hearing about the critical minerals trading business, and the opportunities and challenges for new suppliers entering the market.

For more information, visit: https://t.co/xa38dToBP3

#RE2M3 #electricvehicles #motors #magnets

[Adamas Intelligence @AdamasIntel]

📢 We are thrilled to announce that David Adams, President & CEO of Global Automakers of Canada (@global_auto_ca), will be speaking at Rare Earth Mines, Magnets & Motors 2024 in September.

We look forward to hearing about opportunities and challenges facing automakers in Canada and worldwide.

For more information, visit: https://t.co/xa38dToBP3

#RE2M3 #electricvehicles #motors #rareearths #rareearth

[Adamas Intelligence @AdamasIntel]

We're thrilled to be hosting some of the most respected leaders in the rare earth magnet industry for #RE2M3.

Join us in September to hear the latest developments about emerging supply chains along with the latest innovations in magnetic materials.

📝 Registration: https://t.co/xa38dTp9EB

#rareearths #rareearth #ndfeb #magnets #motors