Joint Venture ImpactThe anticipated resolution of the Codelco joint venture could positively impact SQM's valuation.
Lithium Demand DriversESS demand, expected to account for 42% of global lithium consumption by 2030, is driving a significant upward revision in lithium price forecasts.
Lithium Market OutlookSQM's growth is supported by favorable political changes and a joint venture with Codelco, which reduces political risk and allows for volume growth.