The original critical minerals and metals research company 🔋🧲📈 #RareEarths #BatteryMetals #Markets #SupplyChains

North America, Europe
Joined January 2013
Rare earth pricing looks simple on a screen. It isn’t. There aren’t “the” dysprosium or neodymium prices. There are four distinct price streams that move differently, reflect different realities, and carry very different implications. Confusing them (especially by overweighting the noisiest number) is one of the quickest ways to get project economics, offtake contracts, or investment models wrong.
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🚀 From lunar flyby to the West's mine-to-magnet moonshot: Reid Wiseman, Commander of Artemis II, to deliver the Opening Keynote at Rare Earth Mines, Magnets & Motors 2026! We’re thrilled to share that NASA astronaut and retired U.S. Navy Captain Reid Wiseman - commander of the historic Artemis II mission, the first crewed lunar flyby in more than 50 years - will open the conference as our special guest keynote speaker on September 29th. Reid is a former F-14 combat pilot and test pilot who spent 165 days aboard the International Space Station (including multiple spacewalks) and later served as Chief of NASA's Astronaut Office. In April 2026, Reid commanded Artemis II, climbing atop the most powerful rocket ever built to lead the first crewed mission around the Moon in more than half a century - taking his crew farther from Earth than any humans have ever traveled. Absolute legend. Join industry leaders from across the mine-to-OEM supply chain for two days of high-caliber insights on rare earths, magnets, motors, electrification, robotics, advanced air mobility, supply security, and more. 📍 Westin Harbour Castle, Toronto 📅 September 28–30, 2026 🎉 Including an exclusive Welcome Reception at the Hockey Hall of Fame Seats are limited and filling fast. Secure your place now: adamasevent.com Don’t miss this unique opportunity to hear from the astronaut who led humanity farther from Earth than ever before - and connect with the executives shaping the future of the mine-to-magnet supply chain and advanced technology.
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Adamas Intelligence retweeted
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…
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💵 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.
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Adamas Intelligence retweeted
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
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Adamas Intelligence retweeted
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)
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Adamas Intelligence retweeted
🦾 China is poised to dominate global rare earth production into the foreseeable future. (1/5)
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📅 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
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🧲 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 👇
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Adamas Intelligence retweeted
🔀 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.
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🔀 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.
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Adamas Intelligence retweeted
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.
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Adamas Intelligence retweeted
Replying to @AdamasIntel
@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?
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Adamas Intelligence retweeted
Replying to @AdamasIntel
@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
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Adamas Intelligence retweeted
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
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Adamas Intelligence retweeted
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/ranke… #mining
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