Ryan Castilloux

I’m back! After moving from 🇳🇱 ➡️ 🇨🇦 switching 📱 ➡️ 📱 and losing my Twitter password 🤦‍♂️😢 I am back as @RareEarthRyan! ⬅️🚨 FOLLOW As usual, talking about #rareearths, #motors, #EVs, #batteries and #batterymetals

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)

More investment will be needed post-2030 to keep up. @AdamasIntel forecasts that US demand for NdFeB magnets will grow faster than all other regions over the next decade. (4/5)

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

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 👇

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

🔀 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 Intelligence managing director, Ryan Castilloux, joined CNN's The Brief with Jim Sciutto yesterday evening to discuss the significance and implications of the MP Materials - US DoD rare earth partnership. Thanks @jimsciutto and @CNN for covering this critical development. Undoubtedly more to come! @RareEarthRyan @AdamasIntel @MPMaterials

🦿 In 2025, the US humanoid robot industry is taking its first bold steps, with Adamas Intelligence projecting just over 3,200 units will be produced across key players, a figure poised to grow more than tenfold to 36,700 by 2027. @Tesla , mirroring its electric vehicle (EV) dominance, is on track to capture nearly half the market by 2027, leveraging its manufacturing might and AI expertise. 🦾 Competitors like @AgilityRobotics , @Figure_robot, @BostonDynamics, @Apptronik and emerging players are also scaling, driven by strategic partnerships and early deployments. However, for these projections to come to fruition, robot prices must continue to fall, use cases must prove viable, regulatory barriers must ease and supply chains must hold firm. 🤖 What do you think? Link to full insight in comments.

Video - Adamas: China Fuels EV Battery Growth as Capacity Nears Maximum According to @FrikEls, a battery metals expert at @AdamasIntel, electric vehicle battery capacity could reach a record one terawatt-hour this year. #mining #miningnews #batterymetals northernminer.com/news/video-chi…

🚨 @AdamasIntel is thrilled to announce that legendary tech icon and co-founder of @Apple Steve Wozniak will headline Rare Earth Mines, Magnets & Motors 2025 in Toronto, Canada. 🎉 Special thanks to @MPMaterials for being the 'Woz-Level' sponsor of this year's event! 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. 📝 Register now: adamasevent.com 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. Associate your brand with the industry’s premier event and its unparalleled lineup of world-class speakers. Contact Adamas for more information.

Lithium Outlook 2025 with Koby Kushner of @LibraLithium and Chris Williams @zempheth of @AdamasIntel x.com/i/broadcasts/1…

Here is the reality At depressed lithium prices, brine remains competitive. Thank you, Lithium Triangle. $LAAC $ALB 📊 @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: adamasevent.com #REM3

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 #AAM. 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. 📝 Register now: adamasevent.com

🔥 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: adamasevent.com 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

📢 REMINDER: Save the date for Rare Earth Mines, Magnets & Motors 2025! We’re thrilled to announce that the hashtag#rareearths conference of the year is coming back to Toronto in September 2025! 🌐 Venue and dates: The Ritz-Carlton Toronto | September 23-24, 2025 The conference website and super-early-bird registration will open in January. Please keep an eye out for a follow-up announcement with more information. 🧲 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. 🤝 Executive summit with a mine-to-OEM focus: Expect world class speakers, exclusive market insights, evening networking receptions and more. Watch for a mind-blowing VIP speaker announcement to come in January! 🗓 We look forward to hosting you in 2025! #rareearths #rareearth #ndfeb

🔋 In September 2024 a record 84.5 GWh were deployed onto roads in the batteries of all newly sold passenger EVs combined, up 7% over the previous record set in December of last year, and more than double the mere 41.8 GWh deployed in February of this year. LFP captured 41% of the global market by GWh deployed in September, up from 33% a year ago, while NCM 8-series, 5-series, 7-series and 6-series captured a combined 48% of the market in September, down from 56% the same month last year. Lastly, if we filter by country of EV manufacture to exclude China, we can see that LFP’s share of the market outside of China is currently a mere 7% while high nickel NCM, NCA and NCMA chemistries dominate. 📊 EV Battery Intel Platform: lnkd.in/gYdvb-Ub 💡 Full insight: lnkd.in/geu4NyGw