mining-investor analytical
관점별 · 3 시각 이번 호 전체
Analyses the JV structure: SQM continues to operate the Salar de Atacama under the partnership until 2060 when the concession expires, with an interim target of 300,000t additional LCE output between 2025-2030; Codelco's experience is in copper, not lithium brine, so operational risk concentrates on the transition of management control in 2031.
“The Chilean model of public-private partnership may influence resource policies across Latin America's lithium triangle.”
경위를 추적한다. 파나마 대법원이 대규모 시위 이후 2023년 말 광산을 폐쇄했으며, 물리노 행정부는 재개 논의의 전제 조건으로 독립 감사를 의뢰했다. 88%는 법적으로는 진행에 충분한 점수이지만 정치적 반대는 여전히 거세다.
“파나마, 6월 결정을 앞두고 코브레 파나마 최종 감사 결과 발표.”
Reports the Q1 2026 price surge: battery-grade lithium carbonate rose from ~$13,433/t in early December 2025 to $26,278/t by late January 2026 (a 95% increase in six weeks); cites battery energy storage demand growing 51% in 2025 as AI infrastructure expansion drove grid storage investment; notes Canaccord projecting a deficit through 2035.
“Q1 2026 lithium prices nearly doubled amid supply strain, with battery-grade carbonate rising 95% in six weeks.”