"SQM finally ended an almost four year long dispute with the Chilean Government, with the latter allowing the company to expand their lithium production quota from around roughly 50-60K tonnes today up to 216,000 tonnes per annum (tpa) through 2025."
"As a result of this news, the markets responded by selling off lithium stocks across the board out of worries of an oversupply caused by SQM flooding the markets."
" it may not meaningfully disrupt markets for another couple of years. While it’s not as extensive as starting from scratch, a brownfield expansion like this for SQM will by no means be an instantaneous change. It’s not like they can just flip a switch and flood the market with new supply. Thus, in the shorter term, the story has not changed. "
Panik, besonders für Juniorminer, aber kurzfristig für die nächsten paar Jahre ändert sich nicht, heißt auch nicht das SQM bis auf 216000 Tonnen ausbaut
- aber nach dem Anstieg der Lithium Aktien räumen hier einige Investoren Gewinne ab, ich würde auch nix in Juniorminer stecken, die bei 5000$ plus produzieren und erst ab 2020 kommen.