SOCQUIMICA WKN: 895007 ISIN: US8336351056 Kürzel: SQM Forum: Aktien Thema: Hauptdiskussion

SQM posts 36% profit surge as lithium prices improve; sees 20% global demand growth Lithium supplier SQM (SQM) reported a 35.8% rise in third-quarter profit on Tuesday, driven by an improved lithium pricing environment, and said it expects global lithium demand to grow 20% in 2025. Revenue for the quarter rose 8.9% to $1.17 billion, from $1.08 billion in the same period last year. SQM, the world’s biggest supplier of lithium from brine deposits, reported adjusted core earnings of $404.1 million. That’s the highest since the same quarter of 2023. "Although the lithium market has shown to be volatile, we are optimistic, as our realized average prices increased for the first time after two years," SQM’s CEO Ricardo Ramos said. The company expects this upward trend to continue through the fourth quarter, supported by strong demand for lithium, not only from electric vehicles but also from energy storage systems. Additionally, SQM said it observed lower inventory levels across the entire supply chain, which, together with several supply disruptions seen recently, contributed to a shift in the overall price trend. During the quarter, the company achieved the highest lithium sales volumes in SQM’s history, while maintaining low costs and strong operating efficiency at the Atacama operations. SQM said revenues for lithium and derivatives increased 21.4% to $603.7 million in the quarter, driven by stronger-than-expected demand. in 2025

Gibt es News?

Chile takes hard-right turn as Kast scores landslide election victory ---- Jose Antonio Kast declares Chile ‘wanted change’ as the South American nation chooses its most right-wing president in decades

https://www.scmp.com/news/world/americas/article/3336416/far-right-candidate-jose-antonio-kast-wins-chile-presidential-election

Speaking to cheering supporters Sunday night, Kast said he would work tirelessly to bring change to Chile by improving security and boosting economic growth.

Earnings release EPS Q3.25 0,62$ .... leicht unter Schätzung aber deutlich über Vorjahr .... https://ir.sqm.com/financials/quarterly-results

Anscheinend werden am Mittwoch positive Ergebnisse erwartet .... https://www.finanzen.net/schaetzungen/sociedad_quimica_y_minera_de_chile

Zumindest das betroffene Ausland hat seinen Segen zum Deal zwischen SQM und dem chilenischen Staatsunternehmen CODELCO nun vollständig erteilt. https://x.com/D_Jimenez_Sch/status/1987894130337308860 Mal sehen ob die innerchilenischen politischen Streitigkeiten den Deal noch zum Kippen bringen können.

Heute zeitweise über 52 US$ und damit den höchsten Stand seit fast 2 Jahren!

Wird spannend hier die nächsten Monate

Auch SQM kann sich dem positiven Umfeld und dem Lithiumhype nicht länger entziehen und steigt mit 49 US$ auf den höchsten Stand seit 1 1/2Jahren.

Warum läuft das Teil eigentlich so schlecht. Die ganze Branche atmet doch gerade wieder auf.

Es gab anscheinend eine kleine Dividende oder Endabrechnung für 2024 ---- USD 0,048521 ---- Ex 09.05.24 ---- Zahltag 16.09.2025

https://www.miningweekly.com/article/chiles-corfo-agency-preps-lithium-contracts-ahead-of-sqm-codelco-deal-2025-09-23 ---- "They include lease payments tied to lithium prices and contributions. The contributions will be distributed to local governments and Indigenous communities to promote investment and fund development, and the contracts also outline stronger environmental requirements for clean energy and water use."