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Bloomberg · United States · SQM Q1 revenue rose 70% as lithium price doubled; Tianqi cut its stake while the Codelco JV paid $530M to the Chilean state
Reports on SQM's Q1 earnings beat; notes that the $18/kg average realised price was above sell-side consensus of $16-17/kg and that SQM shares rose 8% on the day of the release. Highlights that the $530M Codelco JV distribution to the Chilean state in Q1 represents a new transparency mechanism in Chilean lithium revenues that had not existed under the prior royalty-only structure.
“SQM beats Q1 2026 earnings on a $18/kg realised lithium price above consensus, shares up 8%.”