SQM just announced it's report.
Interesting they expect lithium demand to be up at least 20% YOY
*DJ SQM: Capex for 2024-2025 Expected at About $2.4B >SQM
*DJ SQM: Capex to Expand Lithium, Nitrates & Iodine Capacity in Chile, Mt. Holland Lithium Project in Australia >SQM
*DJ SQM: Capex for 2024 Expected at About $1.3B; Was Close to $1.1B in 2023 >SQM
*DJ SQM: Sales in Iodine, Potassium Business Lines Rose in 4Q >SQM
*DJ SQM: Managed Production Growth in Lithium, Iodine Businesses Amid Downturn in Lithium Prices >SQM
*DJ SQM: Continuing Expansion in Chile; Lithium Carbonate Capacity to Reach 210,000 Metric Tons in 1Q >SQM
*DJ SQM: Sees Robust Year of Growth in Lithium Market, Global Demand Rising at Least 20% >SQM
*DJ SQM: EV Sales, Battery Materials Demand to Support Lithium Demand >SQM
*DJ SQM: But Excess in Capacity to Continue During 2024, Pressuring Lithium Prices >SQM
*DJ SQM: Working on Definitive Documentation for Salar de Atacama Project With Codelco >SQM
*DJ SQM: Earnings for Twelve Months Ended December Fell About 48.5% >SQM
*DJ SQM: Lithium Sales Volumes Reached New Record in 2023 >SQM
*DJ SQM 4Q EPS $0.71 Vs. EPS $4.03 >SQM
*DJ SQM 4Q Rev $1.31B Vs. $3.13B >SQM*DJ SQM 2023 Rev $7.47B Vs. $10.71B >SQM
*DJ SQM 2023 EPS $7.05 >SQM
General Discussion, page-928
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