불행 중 다행 SQM

칠레 좌파 대통령이 들어오면서 끝난 줄 알았던 SQM에게 새로운 동앗줄이...칠레 국영 구리 회사인 Codelco와 SQM이 합작하면서 리튬 개발하는 것으로. Codelco가 더 많은 지분을 가져가지만 그래도 SQM은 끝장 난 게 아니기 때문에 그래서 최근에 주가가 올랐나 하는 생각. 

 

SANTIAGO, Dec 27 – Chile’s President Gabriel Boric hailed the formation of a new government-controlled lithium partnership that fuses assets of state-run Codelco with private miner SQM, as the leftist leader advances his push for greater public control over the battery metal.

Chilean lithium miner SQM SQMA.SN said on Wednesday it would partner with copper giant Codelco for the future development and production of the metal in the Atacama salt flat, in a tie-up set to kick off in 2025 and run through 2060.

The deal gives Codelco majority control in line with the president’s plans announced in April to strengthen state control of lithium to generate more broad-based benefits from surging demand and to allow only public-private partnerships to participate in its exploitation.

 

Chile president praises Codelco, SQM lithium deal ensuring state control - MINING.COM

Chile president praises Codelco, SQM lithium deal ensuring state control