I agree there is still fall out from the end of October...

I agree there is still fall out from the end of October reporting period for SQM, however, the detailed analysis from many analysts supports the thesis that the product most affected by declining prices is technical grade lithium carbonate and not battery grade product. Interestingly, the article qualifies this point and states that the October pricing outcomes could be misinterpreted due to a differing product/ sales mix.
I'm also pretty sure the repricing of shares due to the end of months results happened last week. This article (whilst dated 11 November) draws on information the market was well and truly aware of in the previous week.
I'm sticking to my theory that the overnight price declines in ALB and SQM had more to do with the Chilean protests than anything else.