Full insight: adamasintel.com/the-four-rar…

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.

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

🧲 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-…

🔀 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.

🚨 @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.

🔥 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