Frik Els

Head of Adamas Inside | Editor at Large:

[Frik Els @frikels]

New rare earth advisory service from Adamas Intelligence amid a world where geopolitical risk is at the at highest in over a decade as Trump readies for second term: https://t.co/ArNNPvH4ZT

[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

[Frik Els @frikels]

More here: https://t.co/WH9ARoE75t

[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%

[Frik Els @frikels]

More here: https://t.co/a4DA8Rbp3S

[Frik Els @frikels]

Posted this a month ago. The tech stock "correction" hasn't really changed this picture $NVDA #mining

[Frik Els @frikels]

BYD has applied to enter the Canadian market and – surprise – Ottawa is looking at trade duties on Chinese EVs.
More here: https://t.co/cZbnqdAQt2

[Frik Els @frikels]

Brazil's EV market is now more than 70% LFP-powered thanks to @BYD's huge success in the country over the last year. Strict tariffs on Chinese imports are supposed to prevent the same thing from happening in the US and Europe #lithium #cobalt #manganese #LFP $BYDDY

[Frik Els @frikels]

During good months China is responsible for nearly 60% of the electrification of the global car parc in GWh terms

[Frik Els @frikels]

Back in 2008 when $TSLA's Roadster was launched the US and Japan had the EV market to themselves

[Frik Els @frikels]

More here: https://t.co/c42bltay7P

[Frik Els @frikels]

Electrified SUVs, MPVs and pickups in the top size segments (E and F) and sport and specialty cars (SS) are gobbling up #lithium and #graphite at 3X the rate of the overall market, and for #nickel, #cobalt and #manganese, nearly 4x

[Frik Els @frikels]

On a GWh installed basis EREVs, where the combustion engine operates solely as a generator for the battery, is up 168% in 2024. Only a matter of time before Western automakers glom onto this trend. #EREV https://t.co/TtryjS3p6O

[Frik Els @frikels]

Mountain Pass was the world's top supplier of rare earths for much of the pre-Chinese monopoly period, and today MP Materials sits at the nexus of the #IRA onshoring / friend-shoring debate over critical minerals sourcing and processing. #rareearths #REE

[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

[Frik Els @frikels]

#Tesla forecasts there will be 1 billion humanoid robots in operation globally by 2040. How long before #RareEarths demand from robotics eclipses EVs and turbines?

[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

[Frik Els @frikels]

EVs made up 24% of new EV registrations in Germany in Q1, the lowest rate since Q3 2020. Exclude HEVs, often with near non-existent electric-only range, and over 4/5 Germans steered clear of battery power altogether. https://t.co/3NWf89f4CE

[Frik Els @frikels]

No surprise to see $TSLA no 1 and $BYDDY sans hybrids a distant 2nd. No 4 Geely (Volvo, Polestar, Zeekr $ZK etc) and BMW Group up at no 5 jumps out. So does the absence of Toyota $TM which barely makes the top 20. #lithium #nickel #graphite

[Frik Els @frikels]

Plug-in hybrids made up 25% of the global EV sales mix in Q1, up from less than 1 in 5 last year and despite seeing a 20% jump in the average PHEV’s battery pack capacity, the increase was not nearly enough to offset the weakness imparted by BEVs with respect to #nickel demand.