PePaMa79

[PePaMa79 @Ma79Pa]

@jczuleta However, the margins are better than those of Chinese NEV manufacturers. BYD shares are trading at their lowest level in a year and a half.

[PePaMa79 @Ma79Pa]

Daniel Abdo, Vice President of International Relations and Business Development at Sigma Lithium in Washington DC. https://t.co/2m8dNawv0G

[PePaMa79 @Ma79Pa]

@SinoAutoInsight With a global growth of 32% in BEVs, the Volkswagen Group is among the car manufacturers that gained market share in 2025!

[PePaMa79 @Ma79Pa]

@daando37 The GRMF will invest €100 million in Arafura in the coming days as a first step.

[PePaMa79 @Ma79Pa]

@daando37 Without DFS, EMH remains a mystery.

[PePaMa79 @Ma79Pa]

@daando37 Brussels never mentioned 25 projects.

[PePaMa79 @Ma79Pa]

@sivakumar771984 @jczuleta This article reports on 3 Chinese SC6 mines in Zimbabwe alone. https://t.co/fMWQRN2HdG

[PePaMa79 @Ma79Pa]

@jczuleta Really? Then why do so many lithium refiners' customers insist on a qualification phase that may well last 6 months, or even longer? And what share does the Chinese spot market have of the total lithium market in China? 10%?

[PePaMa79 @Ma79Pa]

@D_Jimenez_Sch A clear signal to the Codelco negotiating team. We can invest elsewhere if conditions in Chile get too bad. Well done SQM!

[PePaMa79 @Ma79Pa]

@mineralsmindset Environmentalists know of 119 lithium projects in the western U.S., most of them in Nevada. The link to Google Maps shows you the projects and the names of the lithium explorers. https://t.co/s1GC0W8lul

[PePaMa79 @Ma79Pa]

@LithiumIonBull @CzechLithium Once upon a time there was a seventeenbagger!

[PePaMa79 @Ma79Pa]

@jczuleta Quote from SQM annual report. "In 2022, the Company also worked on the expansion of its lithium carbonate and lithium hydroxide capacity in Chile, which reached 180,000 metric tons and 30,000 metric tons respectively, by the end of 2022".

[PePaMa79 @Ma79Pa]

@paola_rojas "Albemarle aims to expand Chile lithium mine in 2028 with new technology" https://t.co/bBfXgkFCmy

[PePaMa79 @Ma79Pa]

@jczuleta Minister Hernando refers to the SQM case https://t.co/QkyEiKTj20

[PePaMa79 @Ma79Pa]

@GalanLithium Further delays at DFS. Very disappointing! I am slowly losing confidence in management.

[PePaMa79 @Ma79Pa]

@jczuleta It makes no sense for SQM to invest in Chile if the contract that ends in 2030 is not extended. SQM is in a weak negotiating position. They need to become more independent from Chile.

[PePaMa79 @Ma79Pa]

@paola_rojas Reaction from Daniel Jimenez (former SQM manager). I think he is right. https://t.co/lhj8nXViyd

[Daniel Jimenez Sch @D_Jimenez_Sch]

@globallithium With the announced policy it becomes very unattractive to invest in exploration Chile knowing you will have a silent partner who will hold 51% of the asset you might discover.

However, Chinese investors will welcome the opportuinity given that 🇦🇺 and 🇨🇦 have blocked them.

[PePaMa79 @Ma79Pa]

@paola_rojas And this is the response from SQM. Chilean company, contract ends in 6 years, 80% of lithium production in Chile. "... new National Lithium Strategy, which text we are currently analyzing, in the framework of a current contract that we maintain with Corfo" https://t.co/cEwAgmprSn

[PePaMa79 @Ma79Pa]

@paola_rojas ALB CEO is relaxed. US company, current contract ends in 20 years, 80% of lithium production outside Chile. Unfortunately, there was no question about Boric's desire to renegotiate the existing contracts and get the state involved.

[PePaMa79 @Ma79Pa]

@karstic @paola_rojas Read the news from SQM investor relations https://t.co/CnrlqlMWW4