Adamas Intelligence

🔀 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 to see a tale of two very different outlooks unfolding over the medium- to long-term with potential to alter global pricing power and market dynamics. How do you think this scenario will play out? Link to insight below.

CHART: EV battery metals index jumps to 27-month high December’s global EV raw materials bill surpassed $2B for the first time since August 2023, and with lithium and nickel prices climbing into 2026, the battery metals downturn appears firmly over, says @AdamasIntel. #mining #miningnews #BatteryMetals #cobalt #copper #graphite #lithium #manganese #nickel northernminer.com/news/chart-ev-…

💡 Full insight: adamasintel.com/the-fallacy-of…

💵 Over the past 12 months, price bifurcation in China combined with the emergence of price floors outside China combined with astronomically high prices quoted by intermediates in Europe have amplified confusion about actual prevailing price levels for several critical rare earth elements. This confusion is compounded by Price Reporting Agencies that misrepresent outlier price levels from intermediates as mainstream despite underlying trade volumes being negligible.

𝗔𝗿𝘁𝗶𝗰𝗹𝗲: Rare earths customers in rush to find alternatives to Chinese suppliers 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: Research by @AdamasIntel states there are 33 global advanced rare earth projects that can be operational within 5 years. 𝗦𝗼𝘂𝗿𝗰𝗲: @FT 𝗟𝗶𝗻𝗸: lnkd.in/ePQr4wKx #rareearths #minerals #mining #research

So – the next time you read a headline about nations “challenging China’s rare earth dominance”… 💪 Remember – they’re challenging China’s grip on THEIR supply chains, not its global lead. 💡 More info: adamasintel.com (5/5)

🦾 China is poised to dominate global rare earth production into the foreseeable future. (1/5)

📅 SAVE THE DATE: The Magnet Factories are Coming! @AdamasIntel is thrilled to announce that Rare Earth Mines, Magnets & Motors 2026 will take place at the Westin Harbour Castle in Toronto from September 28-30th. Don't miss out on the rare earth industry event of the year. The place where frank discussions happen and game-changing deals are made. Last year's sold-out event drew in over 300 attendees, 50% from the C-level, making for an Executive Summit like no other. 💡Expect actionable insights from world-class experts and opportunities to network with hundreds of leading market participants, policymakers, investors and end-users. As always, the event will kick-off with an epic Welcome Reception at the Hockey Hall of Fame - you don't to miss this! Registration will open shortly. Until then... 🚨SAVE THE DATE! #REM3_2026

Magnet Factory Database and Outlook: adamasintel.com/rare-earth/mag…

🧲 The rare earth magnet supply chain continues to attract big investments! No shortage of new developments in our Q1 2026 Magnet Factory Outlook Report. After a massive leap in Q3 2025, the pipeline of existing and planned NdFeB magnet production capacity outside China rose another 11% in Q4 2025 on the back of new factory announcements and/or capacity expansions. At the same time, India launched an $880 million support scheme to incentive development of 6,000 tpa of magnet production capacity in the country for which the government is expected to issue a request for proposals later this month. More information about the report and service below 👇

🔀 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 to see a tale of two very different outlooks unfolding over the medium- to long-term with potential to alter global pricing power and market dynamics. How do you think this scenario will play out? Link to insight below.

Adamas Inside: adamasintel.com/china-vs-ex-ch…

Earlier this year, Noveon Co-Founder & CCO Peter Afiuny joined fellow industry leaders at @AdamasIntel’s Rare Earth Mines, Magnets & Motors Conference to discuss the future of a resilient, high-performance rare earth magnet supply chain.

@AdamasIntel ⁦@ryancastilloux⁩ Morgan Stanley projects $25T in annual robot revenues by 2050. Given the reliance on high-performance permanent magnets, what share of this value ultimately flows to rare earths producers?

@AdamasIntel nailed it here with this quote “ It is a frankly a billion-dollar problem that affects trillion-dollar downstream industries. So, it is worth solving. Ryan Castilloux” and probably multiples on both sides when factoring all the defense and battery elements. @ReElementTech @Amerresources $arec @electrifiedmat @royaltymgmtcorp $rmco

Big thanks to @AdamasIntel for visiting our San Marcos headquarters and taking a deep dive into how Noveon is leading the industry as the first company to scale commercial production of American-made rare earth magnets in over 20 years. Their coverage captures exactly what we’re building: a resilient, high-performance domestic rare earth magnet supply chain that puts the U.S. ahead. Learn more: bit.ly/4obLpzw

RANKED: Top 10 automakers by battery cobalt spending Global EV battery cobalt market hit an estimated $227.7 million in September, according to Toronto-based @AdamasIntel tracking metal deployment and monthly prices. Learn more here: northernminer.com/news/ranked-to… #mining

Hanging out with $BRE $MEI $ARA $API at the @AdamasIntel Rare Earth Mines, Magnets & Motors conference last month

@aphysicist adamasintel.com/making-sense-o…

CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now. announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to third countries. doesn't matter if you manufactured it in taiwan, vietnam, or texas. chinese dysprosium in your magnet? chinese gallium in your chip? beijing gets veto power over the sale. this is the nuclear option. US spent 3 years trying to deny china access to advanced chipmaking tools. china just responded with chokehold on literally every semiconductor fab, AI data center, defense contractor, and EV manufacturer on earth. everything runs on chinese rare earths. building alternative supply chains takes 5-10 years minimum. we don't have 5-10 years. effective december 1st. the AI boom just hit a hard ceiling and we're still pretending we can offshore our way to prosperity. time to reindustrialize like our lives depend on it. because they do.

American Rare Earths, Director of Strategy & Corporate Development for Wyoming Rare USA, Tommy von Finckenstein, joined the North American Project Developers panel at the @AdamasIntel Rare Earth Mines, Magnets & Motors 2025 Even 2025 in Toronto, Canada. 📸 Here are some photo highlights from the panel #rareearths #criticalminerals