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SQM is apparently negotiating by bring on an extra 80 ktpa LCE...

  1. CaptainBarnacles
    11,092 Posts.
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    17/01/18
    09:36
    Post #: 30362585
    SQM is apparently negotiating by bring on an extra 80 ktpa LCE by 2025, that was announced on the weekend, and obviously ORE bringing on an extra 25 ktpa in 2019 - might have lead to a few shorting, as I decided to do so on that news. Current demand is around 250 ktpa LCE - so that is a massive amount coming through, if it comes.
    GXY Price at posting: $4.26 Sentiment: Sell Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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