SQM is the easy and obvious choice. With the Nationalisation of the mines in Chile, they need more sources they can control directly.
I also imagine they'd have a pretty decent relationship because of the buy in, but it wouldn't guarantee loyalty for a cheap price they'd have to be market competitive.
The latest Bell Potter report was suggesting $8.50 non discounted price per 100Mt with a lithium price of $1400 as opposed to $3650 current spot prices. Perhaps that's a starting point.
Speaking of which what does everyone think of Bell Potters predicted lithium prices, thats a huge collapse in the price when there's meant to be huge demand growth for lithium, batteries, and EVs? a 50% increase in price of lithium is a 100% increase in their valuation.
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SQM is the easy and obvious choice. With the Nationalisation of...
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