Pages
Posts
- 134.5 GWh of Passenger EV Battery Capacity Added to Roads in 2020
- 54.9 GWh deployed onto roads globally in July 2023
- 63.7 GWh deployed onto roads globally in August 2023
- A Record 286.2 GWh Deployed Onto Roads in Passenger EV Batteries in 2021
- A Record 31.7 GWh Deployed Onto Roads Globally in September 2021
- Adamas Intelligence Announces Updated and Upgraded Rare Earth Price Forecasts to 2030
- Adamas take: New US tariffs on Chinese EVs, cells and critical materials
- Adamas Takes the Stage at the 27th REPM Workshop in Birmingham, England
- Adamas Updates REO Price Forecasts to 2035
- Adamas Updates REO Price Forecasts to 2035
- Advanced air mobility to help lift global NdFeB demand to new heights
- Albemarle discontinues downstream partnership MOU with Patriot Battery Metals
- Already dominant, Asia Pacific continues to capture global EV market share
- Altamin release 2 Mt LCE maiden MRE at Lazio geothermal project in Italy
- Among top 10 automakers GM is the fastest growing battery nickel consumer
- Another blow to Tesla’s European expansion
- Anson Resources signs lithium carbonate offtake with LG Energy Solution
- As Anchors Cut Free, NdPr Oxide Price Set to Sail Higher
- Asia represented 67% of global EV battery capacity deployed in November
- Asian car parc electrification hits another record
- At a glance: CATL’s EV battery dominance
- Average amount of manganese in EV batteries is sliding
- Average battery capacity converging in top EV markets
- Average PHEV now contains 20% more lithium than a year ago
- Average plug-in hybrid battery size up 22% in 2024
- Battery manganese deployment up 30% year-over-year in Q3 2023
- Battery nickel use increasing for all EV types
- BEV sales lull fuels drop in nickel loading per average EV
- Big swing to plug-in hybrids starting to hurt battery nickel demand
- BlueOval blues: Ford pause further delays more affordable US EVs
- BMW and Mercedes average battery capacity surges
- BMW says it reached an EV tipping point in 2023
- Brazil’s 2024 EV market is a tariff test case
- BYD out to destroy competition in China (and Europe)
- Canada Nickel plans 80ktpa plant amid surging EV demand
- Canada’s 100% tariff on made-in-China EVs is a Tesla tax
- Canada’s new EV mandate will shower money on Tesla
- CATL Edged Out LG Energy Solution for the Lead by GWh Deployed in 2021 Q1
- CATL Reveals 2020 Installation Figures, Tightly Aligned with Adamas Tracker Data
- CATL unveils TENER ESS and Shenxing PLUS battery and charging network
- CATL’s big business and big packs crushing competition
- Ce-NdFeB: A gift or a curse for the rare earths industry?
- Century Lithium releases FS results for Clayton Valley project
- CHART: Asian cell suppliers’ dominance of the EV battery market
- CHART: China’s global electric car dominance
- CHART: How China conquered the global EV market
- CHART: How nickel, cobalt and manganese are being squeezed in the global battery metal basket
- CHART: Prismatic cells capture 69% of global EV battery market
- CHART: Top 10 cell suppliers in September 2024
- CHART: US lawmakers want to raise Trump’s 25% tariff on Chinese EVs
- CHART: What unit sales can’t tell you about the global EV market
- China adds 15 US entities to export control list, exposing vulnerabilities
- China calls for EV supply chain safeguards after EU starts anti-dumping probe
- China is electrifying its car parc at triple the US rate
- China proposes new regulations to tighten grip on rare earth industry
- China Rare Earth Production Quota Announcement Looming
- China rattles rare earths export sabers
- China triples share of global PHEV market in less than 3 years
- China Unveils Rare Earth Production Quotas for Second Half of 2022
- China ups rare earth production quotas 14% for 2023
- China’s gallium and germanium exports drop to zero in August
- China’s no 4 BEV brand Zeekr surges 30% in US debut
- China’s EV battery factory build-out set to swamp global market
- China’s new policy likely to turbocharge EV adoption
- China’s strategic capitalism: Tilting the rare earth playing field
- Chinese cell suppliers are powering up on PHEV sales growth
- Chinese EV buyers fall in love with big trucks, MPVs and SUVs
- Chinese EV buyers get four more years of tax breaks as US incentives fall flat
- Chinese EV firms undeterred by Europe’s attempts to limit competition
- Chinese EV Makers Storm German Auto Showcase
- Chinese EVs are on a strict nickel diet
- CNGR moves into lithium with Solaroz project bid
- Contained lithium in average plug-in hybrid battery up 11%
- Dear President Trump: Sinter, Baby, Sinter
- Develop Global release updated Pioneer Dome Scoping Study
- Electric carmakers continue to lighten their cobalt load
- Electric cars. Not big in Japan
- Electric Outlook: EVs, Motors, Magnets and Critical Materials
- Elon Musk’s vision for a $25,000 electric car back in focus
- ENAMI attracts 30 technology providers within Alto Andino process
- Equinor partners with Standard Lithium on $160M deal
- EREV popularity boosts cobalt use
- EU sets stage for retroactive tariffs on Chinese EVs
- EU-China Electric Car Spat More Good News for Battery Metal Miners
- Europe, Americas take bigger slice of global battery market in August
- Europe’s latest battery factory pause will only cede more market share to China
- Europe’s EV market is skidding, new China tariffs will make it worse
- EV battery lithium loadings are on the rise
- EV Motor Materials Monthly Special Feature: Q&A with Niron Magnetics
- EV parc in China growing 10 times faster than in US
- EV shoppers in US left worrying about range as the rest of the world plugs in
- Export restrictions: China loads the rare earth cannons
- Fast Five: 5 Fastest Growing Battery Markets in Asia Pacific in June 2023
- Fast Five: 5 Fastest Growing Cell Suppliers Outside China and Europe
- Fastest growing EV motor markets outside China and Europe in June 2023
- Ford climbs on EREV wagon
- Ford shrinks US LFP battery plant capacity by more than 40%
- Ford, LG Solution battery plans in Turkey dismantled
- Foreign agents targeting China’s rare earths sector, spy agency claims
- Free Report: Contrasting Industrial Policies of the US, EU and China
- Free Report: EV Supply Chain Vertical Integration
- Free Report: Viability of EU’s Critical Raw Materials Act
- French EV subsidy change designed to punish Chinese EVs will snag Tesla, Dacia and others
- Full electric: Top 10 BEV makers 2024
- Future of rare earths production in Myanmar remains a major wildcard
- Geopolitical risk highest in over a decade as Trump readies for second term
- Global car parc electrification rate jumps to 34%
- Global EREV battery capacity deployment is growing six times faster than that of BEVs
- Global EV battery capacity deployed hit record 864 GWh in 2024
- Global EV battery graphite demand up 41% in 2023
- Global EV parc growth hit 23% in first half of 2024
- Global lithium demand by cell chemistry in September 2023
- Global lithium deployment up 52% year-on-year in August 2023
- Global lithium deployment up 64% year-on-year in January 2024
- Global manganese deployment by cell supplier in November 2023
- Global PMSM Market Share Continues to Rise Despite Soaring Rare Earth Prices
- Graph of global battery suppliers explains US trade war over Chinese EVs
- Graphite demand from plug-in hybrids surges 78% in November 2023
- Graphite deployed by EV type in August 2023
- High Nickel Battery Chemistries Led the Pack in 2021
- High Nickel Cathodes Dominated the Passenger EV Market in 2020
- Honda to build C$15B integrated CAM to EV complex in Canada
- How a visit to Amsterdam offers a glimpse into the future of electrification
- How is the shift to PHEVs impacting demand for NdFeB magnets?
- Humanoid robots and the future of motors and NdFeB markets
- Hunan Yuneng to build 50 ktpa LFP CAM plant in Spain
- Implications: Tesla Announces Next Generation Rare-Earth-Free PMSM
- In 2022, a Massive 488.3 GWh Deployed Onto Roads Globally in New Passenger EVs
- In 2023 Europe consumed more lithium hydroxide than Asia Pacific
- India’s largest power utility looking for lithium, nickel, cobalt assets abroad
- Introducing the EV Battery Lithium Monthly intelligence service
- Introducing the New “Rare Earth Minerals Monthly” Subscription Service
- Is the US advanced air mobility supply chain ready for a trade war?
- Italy set to follow French playbook to counter Chinese EV imports
- Japan’s battery tie-up with Canada the latest attempt to unlap itself in EV race
- Japan’s Rare Earth Consumption Dropped 9% in 2020
- Key takeaways from Rare Earth Mines, Magnets & Motors 2024
- Large and sports EV battery metals demand surges
- Legendary tech icon Steve Wozniak to headline Rare Earth Mines, Magnets & Motors 2025
- LFP contribution to global lithium demand sinks to 11-month low
- LFP market share outside Asia hits double digits
- LFP now commands 40% of the global EV battery market
- LFP now responsible for 36% of global EV graphite demand
- LFP remains the top driver of EV battery lithium demand
- LG Energy Solution raises $1 billion with first global green bond
- Lithium auction points to price upside potential
- Lithium deployment Q3: Top 5 BEV manufacturing countries
- Lithium in average plug-in hybrid up 20% year over year
- Lithium loadings on the rise across all EV types in Q3 2023
- Lithium market review and outlook with Chris Williams
- Lithium market to see growing structural imbalance through Q4
- Lithium prices bounce on cracks in Chinese supply
- Lithium use in PHEV batteries up 65% year-over-year
- Lords of Lithium: Top 5 BEVs by LCE Deployed in June 2023
- Low rare earth prices squeezing profitability in China
- Luxury Chinese EV brand Zeekr seeks $1 billion US IPO
- Magnetic Momentum Rising in North America and Europe
- Manganese malaise: Loading in average EV battery down 14% year-over-year
- MAP: Stellantis global EV performance as CEO departs
- MAPPED: CATL’s global footprint as it expands in Europe
- MAPPED: Volkswagen’s global EV performance as German strikes start
- Market share of high-nickel batteries climbed to 47% in July 2023
- Mid-nickel EV batteries garner 19% market share in China
- Mining project support from U.S. Department of Energy’s Loans Program Office
- More NdFeB magnet recycling can help fill the impending supply gap
- Much Ado About Gallium, Germanium… and Rare Earth Elements?
- Musk on rare earth export restrictions: Optimus was affected
- Myanmar fighting escalates around key rare earth mining sites
- Myanmar rare earth supply disruptions could persist for months
- NCM nobility: Top automakers, cell suppliers in Americas, Europe, Middle East and Africa
- NdFeB powder demand poised to re-accelerate post-2030
- New anti-China rules keep US in electric vehicle slow lane
- New EPA proposal could be a boost for EVs in the US
- New rare earth advisory service from Adamas Intelligence
- NEW REPORT: Rare Earth Magnet Market Outlook to 2035
- NEW REPORT: Rare Earth Magnet Market Outlook to 2040
- New Report: Rare Earth Magnet Market Outlook to 2040
- NEW REPORT: State of Charge: EVs, Batteries and Battery Materials
- NEW REPORT: State of Charge: EVs, Batteries and Battery Materials
- NEW REPORT: State of Charge: EVs, Batteries and Battery Materials (2022 H2)
- Nickel EV battery supply chain: US senators skeptical of top producer Indonesia joining IRA
- Nickel use in average EV continues to rise
- November Site Visit: Cyclic Materials’ Magnet Recycling Pilot Plant in Canada
- October Site Visit: MP Materials’ Mountain Pass Mine and Processing Facilities in the U.S.
- Panasonic’s 60% cut in Japan EV battery production sounds alarm on demand
- Passenger EV Battery Chemistries: LFP for the Massive, NCM for the Majority
- PHEV buyers steered 79% more GWh onto roads in 2023
- PHEVs: Big on Rare Earths, Small on Battery Materials
- Post-2030: Unfathomable Rare Earth Demand Growth Awaits
- Power delay: Volkswagen only building half of promised battery plants
- President Erdogan wants Tesla to build its next factory in Turkey
- Price collapse, supply shocks and cracks in the lepidolite supply chain
- RANKED: Top 15 large SUVs and trucks by battery nickel, cobalt and manganese deployed
- Rare earth export restrictions, price spikes and the risk of demand destruction
- Rare Earth Prices Set to Keep on the Boil After Sharp Rally (Reuters)
- Rare earths are critical to end-use markets valued in the trillions
- Rare Earths Outlook 2022: REE Magnet Prices to Remain High (INN)
- Record EV battery metals deployment in November 2023
- Record EV Lithium Deployment in Q3 2022, Consumption Up 70% Year-over-Year
- Record EV Manganese Deployment in November 2022
- Record rare earth magnet exports from China in 2024
- Recycling Can Also Help Fill the Magnet Rare Earth Gap
- Register Now: Rare Earth Mines, Magnets & Motors 2024
- Renault unplugs Ampere IPO
- Renault will have to amp up electric car unit for IPO
- Report: China asks South Korean companies to halt exports to US defense firms
- Rivian’s R1T gets it r1ght in America
- Rivian’s rough patch
- Robotics are the new frontier of rare earths demand
- Rock Tech Lithium Guben refinery secures spodumene feedstock from C&D Logistics
- Sales weighted average battery capacity by cathode chemistry
- Sales weighted contained cobalt in average BEV battery down 14%
- Samsung SDI, Hyundai and Kia partner on high-performance batteries for robots
- Save the Date: Rare Earth Mines, Magnets & Motors 2024
- Save the Date: Rare Earth Mines, Magnets & Motors 2025
- SK On and Polestar take the high-nickel road
- Snapshot: America’s EV market ahead of Trump overhaul
- Snapshot: Toyota’s EV progress
- South Korea’s L&F breaks into European cathode market with $6.8B deal
- State of Charge: EVs, Batteries and Battery Materials (Free Report)
- Stellantis-Leapmotor deal further sign Europe, China can’t disconnect EV industries
- Stellantis, Leapmotor deal rolls on
- Tesla battery vertical integration expert joins Adamas Intelligence
- Tesla Consumed More Lithium Than Next Four EV Makers Combined in 2020
- Tesla could capture half the US humanoid robot market by 2027
- Tesla cuts jobs as global market share tops 21%
- Tesla Had Best Month Ever in September, BYD Had an Even Better One
- Tesla retakes battery power crown during a record-setting September
- Tesla sent back to drawing board for German expansion
- Tesla workhorses haul more nickel than next 9 combined
- Tesla, BMW, Volkswagen catch a break in Europe
- Tesla’s plan for India plant spotlights country’s nascent EV market
- The 1,300 mile range, $14,000 Chinese EV you won’t get in the US
- The 10 GWh Club: Ranking the world’s top electrified vehicle manufacturers
- The 10 GWh club: The world’s top EV makes
- The 2020 Super Recovery: EVs, Battery Metals and Rare Earths (Free Report)
- The 2024 global EV market is off to the races
- The average battery size of plug-in-hybrids is soaring
- The battery bulge
- The Cybertruck is a battery metal beast
- The European patient: Germany’s EV market takes the offramp
- The Global EV Industry Set New Records Across the Board in November 2020
- The Global Passenger EV Market to Deploy 762.9 GWh Onto Roads in 2023
- The Kingmaker: Tesla’s Undeniable Influence on the EV Battery Supply Chain
- The mountains of metals needed for 10 billion humanoid robots
- The much talked about EV slowdown is in Europe, not the US or China
- The Skyrocketing Value of Rare Earths Powering the Energy Transition
- Top 10 auto groups by graphite consumption
- Top 10 automakers by manganese deployed
- Top 10 EV battery metal consumers of the past 12 months
- Top 10 EV producing countries by battery capacity deployed
- Top 10 fastest growing countries by battery lithium deployed
- Top 10 fastest growing EV makes
- Top 10 made-in China EVs exported to Europe
- Top 3 BEVs by Nickel Deployed in June 2023
- Top 3 OEMs by Cobalt Deployed in June 2023
- Top 5 battery chemistries of made-in-China EVs
- Top 5 Cell Suppliers by Nickel Deployed in 2020
- Top 5 countries by EV battery capacity deployed in Q3 2023
- Top 5 country destinations of Chinese EV exports
- Top 5 EV battery cell suppliers by cobalt consumption
- Top 5 EV cell suppliers in Europe in 2023
- Top 5 EV cell suppliers in the Americas
- Top 5 EV cell suppliers in the Americas by nickel deployed
- Top 5 EV cell suppliers outside China
- Top 5 EV Makers by Cobalt Deployed in 2020
- Top 5 EV makers by graphite deployed year-to-date 2023
- Top 5 EV makers by lithium deployed in August 2023
- Top 5 EV makers by motor power deployed in November 2023
- Top 5 EV makers by nickel deployed year-to-date in 2023
- Top 5 EV makes by cobalt deployed
- Top 5 EV makes by nickel consumption in Asia Pacific
- Top 5 EV models by cobalt deployed in Q3 2023
- Top 5 EV models globally by battery manganese deployed
- Top 5 EV motor suppliers in January 2024
- Top 5 EV motor suppliers in September 2023
- Top 5 fastest growing countries by battery nickel consumption
- Top 5 fastest growing EV cell suppliers by cobalt consumption
- Top 5 global automakers by motor power deployed
- Top 5 global EV cell suppliers by battery capacity deployed
- Top 5 makes by lithium consumption in Europe, Americas
- Top 5 makes by lithium consumption in Europe, Americas
- Top 5 models by manganese deployed 2023
- Top 5 motor suppliers by GW deployed year-to-date
- Top 5 OEMs by EV battery capacity deployed in Q3 2023
- Top 5 OEMs in Americas by Manganese Deployed in June 2023
- Top 5 Plug-in Hybrids by Manganese Deployed in June 2023
- Top EVs by cobalt deployed in Europe in June 2023
- Top EVs by nickel deployed in Europe in June 2023
- Toyota doubles down on hybrids with fresh $8 billion US investment
- Toyota: one sale out of 100 will be fully electric
- U.A.E. company to invest $550M into Rio Grande Sur project in Argentina
- U.S Mulling Game Changing Tax Credit for Rare Earth Magnets
- UBS Rare Earth Forecasts Only Tell Half the Story
- UK pushes ICE car ban out to 2035 despite 36% surge in full-electric car sales this year
- US adds additional 10% import tariff on all articles from China
- US battery nickel demand up 49% in 2023
- US car buyers can thank Tesla for making EVs (and luxury cars) affordable
- US nickel consumption in EV batteries jumps 50% year-on-year
- US reciprocal tariffs to hit rare earth magnets, upstream products exempt
- US tariffs to add support for rare earth prices outside China
- US tariffs, EU probes: More roadblocks for BYD’s global expansion
- Video: Record battery capacity deployment in September 2024
- Vietnam’s EV battery market off to the races with 59-fold surge
- Volkswagen’s production pause another sign of European EV troubles
- Weekly Lithium Lowdown with Chris Williams – Week 2, 2024
- Weekly Lithium Lowdown with Chris Williams – Week 3, 2024
- Weekly Lithium Lowdown with Chris Williams – Week 4, 2024
- Weekly Lithium Lowdown with Chris Williams – Week 40, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 41, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 42, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 43, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 44, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 45, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 47, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 48, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 49, 2023
- Weekly Lithium Lowdown with Chris Williams – Week 5, 2024
- Weekly Lithium Lowdown with Chris Williams – Week 50, 2023
- Weekly Rare Earth Roundup with James Tekune – Week 10, 2024
- Weekly Rare Earth Roundup with James Tekune – Week 11, 2024
- Weekly Rare Earth Roundup with James Tekune – Week 12, 2024
- Weekly Rare Earth Roundup with James Tekune – Week 8, 2024
- Weekly Rare Earth Roundup with James Tekune – Week 9, 2024
- What are hot-deformed NdFeB magnets?
- What electric car slowdown? Global EV industry is breaking records
- What if Tesla made all battery cells in-house?
- What impact will Myanmar’s export tax have on rare earth prices?
- What Trump 2.0 could mean for rare earth magnet demand in the US
- Why CATL’s Na-ion Battery is Not a Major Threat to the Lithium Industry
- World’s biggest battery nickel markets year-to-date
- Your next car could be an EREV
