SQM is the easy and obvious choice. With the Nationalisation of...

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.