La demande future en aimants NdFeB destinés aux robots humanoïdes ne dépendra pas uniquement des ventes de robots, mais résultera de la combinaison de plusieurs facteurs : la croissance des ventes, l'augmentation du nombre de degrés de liberté et, dans certains cas au moins, l'intégration d'une large gamme d'effecteurs terminaux et d'outils contenant des aimants NdFeB par robot.
En juillet, Adamas Intelligence a visité l'usine de fabrication d'aimants NdFeB de Noveon Magnetics à San Marcos, au Texas – un vaste site industriel situé sur un terrain pittoresque parsemé de pâturages, à proximité immédiate de l'autoroute I-35.
La surproduction ciblée de 2022 et les hausses supplémentaires prévues en 2023 et 2024 ont non seulement fait chuter les prix, mais elles ont également réduit la rentabilité des principaux producteurs chinois de terres rares à des niveaux proches de zéro,
A warning to domestic industry players: share nothing Earlier this month, China’s spy agency, the Ministry of State Security, claimed that foreign institutions were targeting the country’s rare earth and food industry to steal patented technology and state secrets. The allegations were publicized by state broadcaster CCTV during its Sunday programing, highlighting two different cases…
Neo Performance Materials announced 2023 year-end results Late last week, Neo Performance Materials (NPM) released its 2023 year-end results. The company reported a net loss of $8.4M on revenue of $571.5M, down from a $25.9M profit the year prior on revenue of $640.3M. The company attributed the fall to declining rare earth prices and soft…
CNRE injects another $278.4M into processing plant expansion This week China Northern Rare Earth Group (CNRE) announced that it will inject a further $278.4M into its subsidiary Baotou Huamei Rare Earth High Tech (Huamei) that is upgrading and renovating its processing facilities in Baotou to be the world’s largest. Once completed, the plant will have…
Brazil unveils Strategic Minerals Investment Fund Last week Brazil’s Ministry of Mines and Energy and the Brazilian Development Bank (BNDES) launched a $200M strategic minerals investment fund. The fund aims to spur exploration and development of strategic minerals in Brazil through investments in 15 to 20 promising companies. BNDES will put up a 25% share…
Lynas Rare Earths reported H1 2024 results Earlier this week Lynas posted its H1 2024 financial results, which showed a significant decline in revenues from H1 2023. The decline in revenue from $370M to $234.8M and profit after tax from $150.1M to $39.5M was largely expected as rare earth prices have trended almost steadily lower…
Hastings and Baotou Sky Rock ink tolling and offtake agreement Last week, Hastings Technology Metals and Baotou Sky Rock announced the signing of a binding term sheet for an integrated tolling and offtake agreement for the Yangibana rare earths project in Western Australia. As per the agreement, rare earth oxides will be sold at benchmark…
