Yes, its a circus for SQM, not even with a barge pole. I totally understand the silo analogy, worked in similar environment in a past life, very inefficient, etc, etc, but lets no go there.
On OEM front, I don't see any of them running/owning a mine. While it could prove quite economical, they would need to own both the mine and the conversion plant in order to take full advantage of those "at cost" materials/chems. So yes, I agree with you on that front also, they should stick to their knitting.
Just a bit of a brain dump - I believe miners & converters should integrate, likewise for cathode/anode & cell makers. Combined, more important in the market, more leverage thus reduced risk of needing to bend over.
Good News & Bad News, page-8633
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