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Price · 1Y
$68.73
Thesis
SQM is a low-cost lithium producer from Chile's Atacama brines, alongside iodine and specialty fertilizer businesses. Its lithium earnings track the commodity cycle and its concession arrangements with the Chilean state.
Catalysts
- Recovery in lithium pricing from cyclical lows
- Resolution and terms of Chilean lithium partnership
- EV and storage demand growth
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.