Benign Banter & Price Predictions, page-5156

Seems SQM has been in dispute/negotiating with Chilean Government to obtain approval to expand its operations. The dispute is over giving approval for SQM to ramp-up production.

"Under the new contract, SQM would be able to produce up to 216,000 tonnes of lithium carbonate a year through 2025 in the Salar de Atacama, the source of half the company’s revenue, if it makes certain investments and obtains the relevant permits."

https://www.reuters.com/article/sqm...-strike-deal-in-lithium-dispute-idUSL1N1PC2D6

I guess the market is fearing a glut, or the market is anticipating that the market will perceive there to be a gut.

All lithium stocks are taking a confidence hit.

Waiting for the AGY price to bottom and then buying some more.

This wrinkle will iron itself out.

IMO
DYOR