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
π¨ LEAKED...
π±
..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.
π Final Program: https://t.co/J1iMu5ZbVc
π Register: https://t.co/LKxq6Wc4gW
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%
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
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
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
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
π’ 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
π Secure your place today, space is limited.
#RE2M3 #electricvehicles #motors #robots #magnets
π’ 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
π’ 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
#Tesla forecasts there will beΒ 1 billion humanoid robots in operation globally by 2040. How long before #RareEarths demand from robotics eclipses EVs and turbines?
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.
π Registration: https://t.co/xa38dTp9EB
#rareearths #rareearth #ndfeb #magnets #motors
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
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
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 PHEVβs battery pack capacity, the increase was not nearly enough to offset the weakness imparted by BEVs with respect to #nickel demand.