Here you can find our latest SC-Insights webinar on Youtube! Andy Leyland Derrick Allott

#lithium , #geopolitics and much more...

#USA #China #Europe #LIB #LIB supplychain #litio #litio enChile #mining #refining #LIB recycling #cathode #LIB #energystorage

youtube.com/watch?v=vhyW00…

CPCA expects China's May NEV retail at 770,000, up 32.8 percent year-on-year and up 13.7 percent from April, penetration at record 46.6%. cnevpost.com/2024/05/23/cpc… via CnEVPost

US$ 13000/t was the average lithium chemicals price for $SQM in 1Q'24.

SQM 1Q 24 Earnings Call
- Capacity reaching 305 kMT-LCE by end of 2024
- Sales Fcst 2024: 200 kMT

SQM ´s low cost position leads me to believe that it will try to sell us much as it can produce. Sales by 2025 might reach 250 kMT LCE.

SQM has clearly taken back the #1

China NEV retail at 412,000 in May 1-19, up 10% from same period last month, +26% YoY cnevpost.com/2024/05/22/chi…

CATL makes overseas expansion top priority as domestic competition intensifies - CnEVPost cnevpost.com/2024/05/22/cat…