Core Viewpoint - Imerys has decided to freeze its lithium production project in the UK to concentrate on a more advanced lithium venture in France, indicating a strategic shift in its operational focus [1]. Company Summary - The UK lithium project in Cornwall aimed to produce over 20,000 metric tons annually of lithium carbonate, potentially meeting the lithium demand for around 500,000 electric vehicles [1]. - The project is now placed on care and maintenance, with active development suspended due to the challenges of managing two large-scale projects simultaneously in different countries [1]. - Imerys has received a commitment from the French state to invest 50 million euros (approximately $59 million) for a minority stake in the Emili project in central France, which targets an output of 34,000 tons of lithium hydroxide per year starting in 2030 [1]. - The CEO of Imerys, Alessandro Dazza, acknowledged the strategic value of the UK project, despite the decision to pause its development, following the completion of a scoping study [1].

China’s BYD, the world’s biggest manufacturer of electric vehicles, has joined hundreds of companies in pushing to be refunded for duties they’ve paid under US President’s import tariffs https://t.co/5XZRnY5soe ...

Vitol Group says oil demand will take longer to peak than it previously estimated because of slow take-up of electric vehicles https://t.co/DMDMF8BEm8 ...

American car-maker Ford and China’s Xiaomi had been in discussions to form a joint venture to manufacture electric vehicles in the US, the Financial Times reported https://t.co/R210qXh6vl ...

It was incredibly symbolic for them to end SNX production. I mean, these are the two vehicles that anchored the initial was sent to the company. And they've talked about obviously getting into robots and and focusing on autonomy.But the two things that really stood out to us were this stop of production, but also the 20 billion the company plans to spend this year on improving production lines for robots, for autonomous vehicles, for batteries. And not included in that number is the potential for them to bu ...

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Core Insights - Oil prices are experiencing increasing fundamental pressure due to potential shifts in global oversupply dynamics [1] - China's slowing stockpiling is a significant factor contributing to this pressure, linked to the rise of electric vehicles [1] Group 1: Supply Dynamics - The global oil market is facing a potential oversupply situation as demand dynamics shift [1] - China's decelerating stockpiling indicates a change in consumption patterns that could affect global oil prices [1] Group 2: Impact of Electric Vehicles - The rise of electric vehicles is curbing traditional oil demand, further influencing the supply-demand balance [1] - This transition towards electric vehicles is expected to have long-term implications for the oil industry [1]

Group 1 - Elon Musk suggests that saving for retirement may become irrelevant due to future advancements in AI, energy, and robotics that could create an abundance of resources for everyone [1][5] - Musk envisions a future where everyone has access to superior medical care and education, with no scarcity of goods and services [2][5] - The transition to this envisioned future may be challenging, potentially leading to social unrest and a loss of purpose for individuals [2][3] Group 2 - Despite Musk's optimistic predictions, the current reality for many Americans includes high inflation, elevated interest rates, and stagnant wage growth, leading to an affordability crisis [4] - Many individuals feel unable to afford essential services such as higher education, quality healthcare, and home ownership, making a comfortable retirement seem unattainable [4]

Core Insights - Sales of new vehicles in the US increased by approximately 2.2% in 2025, reaching about 16.2 million units, despite concerns over the impact of President Trump's tariffs on the auto industry [3][11][19] - The White House attributed the sales increase to Trump's policies, while many automakers indicated they have not yet fully passed tariff costs to consumers, leading to potential future sales declines [7][9] Industry Performance - The average retail transaction price for new vehicles reached $47,104 in December 2025, marking a 1.5% increase from December 2024, while Kelley Blue Book reported an average cost of $49,740, slightly down from $50,080 in October [5] - General Motors, Lexus, and Toyota reported annual sales increases of 5.5%, 7%, and 8% respectively, while Hyundai achieved record retail sales and Honda had its best year since 2021 [6][8] - Stellantis experienced a 3.3% decline in sales, although its Jeep brand reported its first annual sales gain since 2018 [8] Future Outlook - Cox Automotive forecasts a 2.4% decline in US auto sales for 2026 as tariffs begin to impact prices, with Edmunds predicting steady or lower sales in the same year [3][4] - Toyota is currently absorbing tariff costs but anticipates needing to raise prices, as 23% of its vehicles are imported from Japan facing a 15% tariff, and 28% from Mexico and Canada facing a 25% tariff [15][20] - Automakers like General Motors and Ford have scrapped major electric vehicle production plans due to the end of the $7,500 federal tax credit for EVs, leading to significant financial impacts [10][13]