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Stock impact report

Albemarle started at Buy, SQM at Neutral by Rothschild Redburn in cyclical lithium opportunity [Seeking Alpha]

Sociedad Quimica y Minera S.A. (SQM) 
Last sociedad quimica y minera s.a. earnings: 3/2 09:13 pm Check Earnings Report
US:NYSE Investor Relations: ir.sqm.com
Company Research Source: Seeking Alpha
Redburn on Friday, with Albemarle meriting a Buy recommendation and $135 price target while Sociedad Quimica y Minera de Chile ( NYSE: Quick Insights Albemarle's greater exposure to spodumene assets and limited exposure to high Chilean royalties position it to benefit more from a lithium price upswing and achieve faster earnings growth. SQM's large exposure to Atacama brine assets makes it more affected by high Chilean royalties, limiting earnings uplift from higher lithium prices. Rising spodumene prices will benefit Albemarle more due to its larger spodumene exposure, while SQM's limited spodumene and higher royalty exposure reduce the upside. Recommended For You More Trending News Show less Read more
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