🔀 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.

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…

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

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)

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

📅 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

🔀 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.

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.

@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?

@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

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

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

Hanging out with $BRE $MEI $ARA $API at the @AdamasIntel Rare Earth Mines, Magnets & Motors conference last month

American Rare Earths, Director of Strategy & Corporate Development for Wyoming Rare USA, Tommy von Finckenstein, joined the North American Project Developers panel at the @AdamasIntel Rare Earth Mines, Magnets & Motors 2025 Even 2025 in Toronto, Canada. 📸 Here are some photo highlights from the panel #rareearths #criticalminerals

Our MD & CEO Stuart Gale will speak on the South American Developers panel at the @AdamasIntel Rare Earth Mines, Magnets & Motors Conference in Toronto on Sept 24 (11:30am). $MEI #MeteoricResources