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0 0.00251072682356002 0.000650110518788342 0.00331556364581992 -0.00130022103757631 -0.0105317904043686 -0.0109218567156415 -0.00630607203224547
Stock impact report

Operational optimisation and project expansions to drive Australia's lithium supply in 2026 [Yahoo! Finance]

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: Yahoo! Finance
The country's lithium mine production is estimated to have increased to 113,500 tonnes (t) in 2025, a 1.8% marginal growth over 2024. This limited growth was primarily supported by the ramp-up of Liontown Resources' Kathleen Valley project and SQM's Mt Holland lithium project, both of which commenced operations in mid-2024, alongside ongoing expansions at the Pilgangoora and Greenbushes lithium operations. However, persistently weak spodumene prices and cost-cutting measures have prompted several producers to scale back operations. Key examples of this market-driven consolidation include PLS Group Limited (formerly Pilbara Minerals) placing its Ngungaju plant under care and maintenance in December 2024, Mineral Resources (MRL) suspending operations at its Bald Hill project in November 2024 (which remains suspended as of January 2026), and Rio Tinto Lithium halting operations at Mount Cattlin in March 2025. Collectively, these shutdowns highlight a strategic industry shift toward cap Show less Read more
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