SQM · rbtfl

SQM

SQM 73.11USD ▼ -8.82% 30d · Jun 25

SQM Q1 revenue rose 70% as lithium price doubled; Tianqi cut its stake while the Codelco JV paid $530M to the Chilean state

Q1 2026 lithium revenue of $1.76B beat consensus on a 69.8% YoY gain; average realised price recovered to $18/kg from $10/kg in Q4 2025; Tianqi sold 1.25% in February as SQM upgraded 2026 volume guidance to 15%+ growth

Whose Money ·9 takes ·Jun 26