Lithium research relevant to KDR/SQM, page-229

No, no they haven't.

Plain black and white on page 2 of the earnings report.

Another 50k in the next 18 months, then another 60k in the next 3 years.

Importantly, their strategy is reiterated for the millionth time. They want to grow in line with the market, because there's no benefit to them by blowing their brains out trying flood to the market.

"We believe with demand close to 20% this year and next year, the market will be able to absorb this additional supply.....our strategy is to have the installed capacity to react to the market demand."

Worth a read:

http://ir.sqm.com/English/investor-...gs-for-the-First-Quarter-of-2018/default.aspx