New rare earth advisory service from Adamas Intelligence amid a world where geopolitical risk is at the at highest in over a decade as Trump readies for second term:

RT @AdamasIntel: 🚨 LEAKED. 😱. on purpose! . We're thrilled to share the final program for Rare Earth Mines, Magnets & Motors! . Jo….

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Brazil imposed (relatively modest) tariffs on imported EVs before Europe and the US. It didn't stop a Chinese takeover, esp by $BYDDY. In 2021, 5% of EVs sold in Brazil were made in China. Now it's 86%

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Posted this a month ago. The tech stock "correction" hasn't really changed this picture $NVDA #mining

BYD has applied to enter the Canadian market and – surprise – Ottawa is looking at trade duties on Chinese EVs. More here:

Brazil's EV market is now more than 70% LFP-powered thanks to @BYD's huge success in the country over the last year. Strict tariffs on Chinese imports are supposed to prevent the same thing from happening in the US and Europe #lithium #cobalt #manganese #LFP $BYDDY

During good months China is responsible for nearly 60% of the electrification of the global car parc in GWh terms

Back in 2008 when $TSLA's Roadster was launched the US and Japan had the EV market to themselves

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Electrified SUVs, MPVs and pickups in the top size segments (E and F) and sport and specialty cars (SS) are gobbling up #lithium and #graphite at 3X the rate of the overall market, and for #nickel, #cobalt and #manganese, nearly 4x

On a GWh installed basis EREVs, where the combustion engine operates solely as a generator for the battery, is up 168% in 2024. Only a matter of time before Western automakers glom onto this trend. #EREV

Mountain Pass was the world's top supplier of rare earths for much of the pre-Chinese monopoly period, and today MP Materials sits at the nexus of the #IRA onshoring / friend-shoring debate over critical minerals sourcing and processing. #rareearths #REE.

RT @AdamasIntel: 📢 We're excited to announce that Jan Giese, Senior Manager Minor Metals and Rare Earth Elements at TRADIUM, will be partic….

RT @AdamasIntel: 📢 We are thrilled to announce that David Adams, President & CEO of Global Automakers of Canada (@global_auto_ca), will be….

#Tesla forecasts there will be 1 billion humanoid robots in operation globally by 2040. How long before #RareEarths demand from robotics eclipses EVs and turbines?.

EVs made up 24% of new EV registrations in Germany in Q1, the lowest rate since Q3 2020. Exclude HEVs, often with near non-existent electric-only range, and over 4/5 Germans steered clear of battery power altogether.

No surprise to see $TSLA no 1 and $BYDDY sans hybrids a distant 2nd. No 4 Geely (Volvo, Polestar, Zeekr $ZK etc) and BMW Group up at no 5 jumps out. So does the absence of Toyota $TM which barely makes the top 20. #lithium #nickel #graphite

Plug-in hybrids made up 25% of the global EV sales mix in Q1, up from less than 1 in 5 last year and despite seeing a 20% jump in the average PHEV’s battery pack capacity, the increase was not nearly enough to offset the weakness imparted by BEVs with respect to #nickel demand.