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The Lithium — Batteries for EVs, Grid, Robots · The Rocks & Powders — Critical Materials

SQM

Sociedad Quimica y Minera
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Chilean Atacama brine — lowest-cost lithium production globally

What they do

Chilean miner that extracts lithium from Atacama Desert brines — by far the lowest-cost lithium production on Earth . The Codelco partnership (signed 2024) extends Atacama operations into 2060 and gives Chile partial ownership stake. Cyclically depressed; structurally favored. Also #1 in iodine globally, #2 in specialty fertilizers — non-lithium businesses provide cushion.