Tesla’s deceleration may take time to reach SQM’s lithium mines — Panjiva
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Tesla’s deceleration may take time to reach SQM’s lithium mines

Chile 102 China 2968 Cons. Discr. - Autos 1176 European Union 823 Japan 599 Materials - Metals/Mining 748 South Korea 575 U.S. 5314

Electric vehicle maker Tesla reported a 40.0% year over year rise in sales in Q1, compared to a 13.3% drop seen by all U.S. automakers. The firm’s now having to cut production though with a knock-on effect to the EV supply chain. Total U.S. imports of lithium ion batteries for vehicles fell by 49.9% year over year in January and February combined including a switch to supplies from Japan instead of South Korea. Lithium carbonate and oxide supplies will take longer to react. Chilean exports by SQM and others climbed 1.5% year over year in January after a 37.8% surge in Q4. Shipments to Ch...

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