SQM, Albemarle May Switch To Lithium Output, not Price Maximization — Panjiva


SQM, Albemarle May Switch To Lithium Output, not Price Maximization

Chile 51 Cons. Discr. - Autos 664 Materials - Metals/Mining 484

Chile’s lithium exporters face increasing competition from new supplies in Brazil and the U.S. The latter is part of a concerted push by the U.S. government to increase the security of the electric vehicle supply chain. Chilean exports have stalled with a 2.8% contraction year over year in January following a 10.2% increase in 2018. There’s also been significant competition for resources with South Korean buyers’ imports from Chile surging 37.3% year over year in January. Increased output from other countries may lead SQM – which accounted for 63.9% of Chile’...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.