themoneynarrative lithium commentary #2

In our first article on this topic (themoneynarrative lithium commentary), we outlined recent developments in Chile and expressed our view that SQM.N and CORFO’s announcement is unlikely to result in lithium overcapacity.  Today, we want to look in a little more detail at other implications. Continue reading “themoneynarrative lithium commentary #2”

themoneynarrative lithium commentary

Last week lithium stocks suffered a decline on news out of Chile.  As announced on January 17, 2018, global lithium industry heavyweight Sociedad Quimica y Minera de Chile S.A. (SQM.N) ended arbitration and entered an agreement with Corporación de Formento de la Producción (CORFO), Chile’s government agency responsible for Continue reading “themoneynarrative lithium commentary”