Mining rights concerns hang over SQM’s attractive lithium assets.
We are becoming more circumspect about the long-term outlook for lithium producers Albemarle, FMC, and SQM. We remain bullish on the long-term outlook for electric vehicle penetration (from 1% in 2016 to 10% in 2025), and our outlook for lithium demand appears even stronger than we initially expected (upside to our 16% annual growth forecast to 775,000 metric tons by 2025). However, the recent lithium price rally has incentivized significant new capacity to enter the market.Since we published ...
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