Adamas Intelligence @AdamasIntel
The original critical minerals and metals research company 🔋🧲📈 #RareEarths #BatteryMetals #Markets #SupplyChains adamasintel.com North America, Europe Joined January 2013-
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🚨 In April 2024, the EU passed the Critical Raw Materials Act (“CRMA”) into law in a landmark accomplishment that will strengthen the union’s #lithium and #rareearths supply chains for decades to come, albeit not without some foreseeable challenges. adamasintel.com/report-viabili…
Though specifics of the trade-in incentive policy are pending, if history is any guide, there is a high probability that China’s #lithium demand will be strengthened substantially in the 2025 through 2027 period as a consequence. adamasintel.com/china-new-poli…
Our #lithium supply/demand models correlate oversupplied conditions in late-2023 with observed price pressure. We see a reverse to strong deficits from Q3 2024 due to seasonal demand pull, which fundamentally, should see prices rise in tandem. adamasintel.com/lithium-market…
@Ryan12314810 Investors don't seem to know how to value OEM electrification efforts. Market cap per MWh in Teslas hitting roads in 2023 = $3.6m. For Toyota which not that long ago was heavily criticized for their EV strategy it's $7.2m/MWh of the EVs (mostly hybrids) $TM sold in 2023.
$TSLA drops again today – down 40% YTD and market cap $800 billion (!) below Nov 2021 peak. But it's worth remembering just how globally dominant #Tesla and the Model Y and 3 still is. On a GWh for GWh basis no EV maker comes close – not even BYD. adamasintel.com/tesla-cuts-job…
We are delighted to announce that Alla Kolesnikova, Head of Data and Analytics at @AdamasIntel will be speaking at the BEV In-Depth: Mines to Mobility conference on May 30, 2024. To learn more about the conference and to register, visit bevindepth.ca
Lithium market to see growing structural imbalance through Q4 "Our analysis expects a small structural deficit in Q2 2024, growing to more pronounced volumes in Q3 and Q4 as end-user demand ramps up," Source: Adamas Intelligence adamasintel.com/lithium-market…
Join us at the Energy Transition Metals Summit, April 29-30, in Washington DC! Keynote speaker @ryancastilloux of @AdamasIntel will share crucial insights on rare earths & battery materials. Learn more here: events.northernminer.com/energy-transit… Register here: events.northernminer.com/canadian-minin… #mining
Dead cat bounce? #Lithium #EV adamasintel.com/lithium-prices…
📢 A critical review of current developments in the rare earth industry and key takeaways clients and other stakeholders should be aware of. #rareearths #rareearth #REE
EU sets stage for retroactive tariffs on Chinese EVs, finds “sufficient evidence” that Beijing gave cash payments and tax breaks to the country's EV industry. Chinese EVs all but barred outright from US. $TSLA, $RIVN $LCID to reap protectionism rewards. adamasintel.com/eu-retroactive…
Stellantis, Leapmotor gets Chinese go-ahead for Europe-based JV. Is this the way forward for China's automakers to expand abroad and for Western OEMs to speed up EV transition? #Stellantis stock is up 18% this year to $105bn behind only #TSLA and $TM adamasintel.com/china-approves…
Simon Moores @sdmoores
34K Followers 2K Following CEO | Benchmark Mineral Intelligence | Our team enables the biggest decisions of the energy transition | Lithium ion battery | Rare earths | #MUFC
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Howard Klein @LithiumIonBull
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margins matter minera.. @Jkoozi1
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Jay Roberge 🚀 @jmroberge
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119K Followers 2K Following Stay on top of the latest market news. Gold, silver, mining, metals, crypto & much more on https://t.co/12fpvpMEsN.🚨 In April 2024, the EU passed the Critical Raw Materials Act (“CRMA”) into law in a landmark accomplishment that will strengthen the union’s #lithium and #rareearths supply chains for decades to come, albeit not without some foreseeable challenges. adamasintel.com/report-viabili…
Though specifics of the trade-in incentive policy are pending, if history is any guide, there is a high probability that China’s #lithium demand will be strengthened substantially in the 2025 through 2027 period as a consequence. adamasintel.com/china-new-poli…
Our #lithium supply/demand models correlate oversupplied conditions in late-2023 with observed price pressure. We see a reverse to strong deficits from Q3 2024 due to seasonal demand pull, which fundamentally, should see prices rise in tandem. adamasintel.com/lithium-market…
@Ryan12314810 Investors don't seem to know how to value OEM electrification efforts. Market cap per MWh in Teslas hitting roads in 2023 = $3.6m. For Toyota which not that long ago was heavily criticized for their EV strategy it's $7.2m/MWh of the EVs (mostly hybrids) $TM sold in 2023.
$TSLA drops again today – down 40% YTD and market cap $800 billion (!) below Nov 2021 peak. But it's worth remembering just how globally dominant #Tesla and the Model Y and 3 still is. On a GWh for GWh basis no EV maker comes close – not even BYD. adamasintel.com/tesla-cuts-job…
We are delighted to announce that Alla Kolesnikova, Head of Data and Analytics at @AdamasIntel will be speaking at the BEV In-Depth: Mines to Mobility conference on May 30, 2024. To learn more about the conference and to register, visit bevindepth.ca
Lithium market to see growing structural imbalance through Q4 "Our analysis expects a small structural deficit in Q2 2024, growing to more pronounced volumes in Q3 and Q4 as end-user demand ramps up," Source: Adamas Intelligence adamasintel.com/lithium-market…
Join us at the Energy Transition Metals Summit, April 29-30, in Washington DC! Keynote speaker @ryancastilloux of @AdamasIntel will share crucial insights on rare earths & battery materials. Learn more here: events.northernminer.com/energy-transit… Register here: events.northernminer.com/canadian-minin… #mining
Dead cat bounce? #Lithium #EV adamasintel.com/lithium-prices…
📢 A critical review of current developments in the rare earth industry and key takeaways clients and other stakeholders should be aware of. #rareearths #rareearth #REE
EU sets stage for retroactive tariffs on Chinese EVs, finds “sufficient evidence” that Beijing gave cash payments and tax breaks to the country's EV industry. Chinese EVs all but barred outright from US. $TSLA, $RIVN $LCID to reap protectionism rewards. adamasintel.com/eu-retroactive…
Stellantis, Leapmotor gets Chinese go-ahead for Europe-based JV. Is this the way forward for China's automakers to expand abroad and for Western OEMs to speed up EV transition? #Stellantis stock is up 18% this year to $105bn behind only #TSLA and $TM adamasintel.com/china-approves…
🔋 Last year 408,214 tonnes of #lithium carbonate equivalent (LCE) were deployed onto roads globally in the #batteries of all newly sold passenger #EVs combined, up 40% year-over-year, according to @AdamasIntel data. Full insight ⤵️ adamasintel.com/lithium-demand…
📢 A critical review of current developments in the rare earth industry and key takeaways clients and other stakeholders should be aware of. #rareearths #rareearth #REE
“Impressive to see Kangankunde's resource potential continue to grow but with 5.7 Mt of TREO already contained in the inferred MRE, scale will not be an issue for Lindian. Identification of a high-grade section through further exploration would be a plus.” Source: Weekly Rare…
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