Podcasts about SQM

️ En el nuevo episodio del #ProyectoActívate de CLM Activa Radio, hoy a las 18:00 h hablamos con Carmen Lozano, de SFC-SQM Castilla-La Mancha. ❓ ¿Qué harías si tu única opción fuera confinarte en casa, aislada del mundo? Una entrevista conmovedora que nos recuerda la dura realidad de vivir con Síndrome de Fatiga Crónica (SFC) y Sensibilidad Química Múltiple (SQM). Enfermedades que, entre muchas cosas, también te impiden asistir a momentos importantes de tu vida. Conoce más sobre el SFC y la SQM. No te lo pierdas. #SFC #SQM #EnfermedadesInvisibles #ProyectoActívate #CLMActivaRadio

Julio Ponce fusiona las cascadas de SQM y formaliza traspaso de mando a su hija by El Líbero

Viernes 06 de junio: Julio Ponce Lerou, diciendo que su trayectoria ha estado rodeada de mitos, críticas y polémicas que han quedado desvirtuadas por los hechos, comunicó ayer que, tras 44 años, dejaba la dirección de Pampa Calichera, la matriz por la que controla SQM.

Emerging markets are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. These include surging demand for commodities, exploding middle-class spending power and booming inter-regional trade. Investment specialist Andrew Keiller reveals some of the standout growth companies positioned to capitalise on this transformation and why now might be the perfect time to take advantage. Background:Andrew Keiller is a partner in Baillie Gifford and an investment specialist in our Emerging Markets Clients Team.In this episode, he discusses how some of the fastest-growing developing economies are driving change in the world and the forces that could further hasten that trend. The discussion builds on his recent paper, Emerging markets in 2050: growth in a changing world, which identifies long-term structural shifts tilting the odds in favour of standout companies in Asia, Latin America and eastern Europe. In the podcast, he expands on this by identifying some of the companies that could be big winners, including:the lithium miner SQM (Sociedad Química y Minera de Chile), which is set to benefit from a mismatch in supply and demand for the critical ingredient to electric car batteries and other energy storage systems the South Korean high bandwidth memory chipmaker, SK Hynix, whose products are critical to training artificial intelligence systems at speedthe ‘super-app' operator Kaspi.kz, which provides everything from bill payments, banking and travel bookings to shopping, maps and messaging  the Singaporean ecommerce, fintech and gaming conglomerate Sea, whose chief executive has ambitions to extend into further sectorsChina's biggest coffee chain, Luckin Coffee, which is giving the country's 1.4 billion citizens a passion for the beverage with its ever-changing menu of inventive recipes In addition, Keiller discusses the implications of President Trump's tariffs and why many Chinese companies still offer an exciting investment opportunity. Resources: Emerging markets in 2050: growth in a changing worldEmerging markets: our philosophyEmerging markets: rethinking the opportunityFinding high-calibre growth companies in emerging markets (podcast)Luckin Coffee: looking forwardKaspi's super-appSouth-east Asia's rising export stars (podcast)SQM: powering the futureThe Time-Travelling Economist by Charlie Robertson Companies mentioned include:Kaspi.kzLuckin CoffeeSeaSK HynixSQMTimecodes:00:00  Introduction01:35  Baillie Gifford beginnings and a trip to Hong Kong03:15  Transformational trends playing out to 2050 and beyond05:05  US exceptionalism and multiple spheres of influence07:25  Rising trade between emerging market nations08:35  Redesigning Chinese e-scooters for Vietnam and the Philippines10:15  The possibility of reduced reliance on the US dollar11:40  Increasing demand for raw materials and semiconductors12:35 Digital-first companies and underserved communities 14:45  Four types of firms capitalising on long-term growth factors16:25  SQM's lithium mines in Chile's Atacama Desert17:55  Lithium's long-term commodity cycle opportunity18:45  SK Hynix's high bandwith memory and its role in AI20:40  Kaspi.kz's Kazakh super-app21:40  Kaspi's expansion plans in Uzbekistan and beyond23:00  Sea's founder Forrest Li and importance of culture24:30  Luckin Coffee's huge domestic opportunity25:25  Luckin's taste for invention26:40  Investing in China amid a trade clash28:50  The risk of underexposure29:40  Book choice30:55  Investing in Africa

A solo episode with comments on the royalty hearing in Arkansas this week, SQM's earnings call and a "doom & gloom" analyst call "Down Under".

Sobre el recorrido de Gina Ocqueteau para convertirse en la primera presidenta de SQM y los principales resultados que dejó el estudio realizado por la ACHS y la Universidad Católica el “Termómetro de la Salud Mental en Chile”, Iván Valenzuela conversó con Paula Comandari y Carmen Gloria López, en una nueva edición de Rat Pack de Mesa Central.

Conozcamos lo más destacado de la labor de las Comisiones Especiales Investigadoras a lo largo de la semana del 19 de mayo, oportunidad en la que las comisiones que indagaron sobre las listas de espera y el acuerdo para la explotación del litio entre Codelco y SQM, aprobaron sus informes de conclusiones y propuestas. Los presidentes de las instancias, Tomás Lagomarsino y Cristián Tapia, valoraron el análisis parlamentario de dos temas complejos.Conduce el periodista Carlos Fernández.

1- ¿Es verdad que si uno le echa un clavo o una cuchara a los frijoles para que se cocinen más rápido funciona? 2- ¿Las mujeres más de 60 años les da deseo de tener sexo? 3- ¿Qué se puede estudiar para ser ingeniero aeroespacial, y como cuantos años se tarda más o menos? 4- Sensibilidad química mútliple SQM. 5- ¿Quién inventó el microondas?

1- Cuántas zompopas pueden haber en una colonia y qué relación tienen con las hojas? 2- Qué sucede cuando vomitamos? 3- Biografía del rey Lempira y dónde fue enterrado. SQM. 4- Por qué se forman las olas en el mar? 5- Cómo fue el paso de la India a la independencia de Inglaterra? Hubo violencia? 6- Qué es bueno para curar llagas crónicas en el pie o la canilla? 7- Qué es una tormenta solar? Instituto Centroamericano de Extensión de la Cultura (ICECU). El programa se hace con las preguntas que envían nuestros oyentes y las respuestas que se elaboran en el ICECU con un lenguaje claro y sencillo desde el año 1964.

Andrada Mining het aangekondig dat hy in 'n vennootskap getree het met die Chileense eksplorasie- en mynmaatskappy SQM, om die litiumkant van sy bedrywighede uit te brei. SQM is een van die grootste litium-myners ter wêreld. Andrada se uitvoerende hoof, Anthony Viljoen, sê hulle gaan 'n intensiewe veldtog op Litiumrif begin en hopelik hulle tweede projek by die rif in produksie bring. Viljoen het met Mining Weekly gepraat oor hul planne by die Uis-tinmyn asook tantalum-uitvoere.

Economistas que se dieron cita en El Primer Café de Cooperativa este jueves avalaron el llamado de la candidata presidencial de Chile Vamos, Evelyn Matthei, a revisar el acuerdo entre SQM y Codelco para la explotación de litio en el Salar de Atacama. Para Raphael Bergoeing, presidente de la Comisión Nacional de Evaluación y Productividad (CNEP), "el escrutinio es algo a lo que siempre tiene que estar sometida una empresa como Codelco, por su importancia cuantitativa y estratégica". Conduce Cecilia Rovaretti.

Theory of Thing: The Big Show is back, powered by Ensombl and bringing the big names to break down the big topics—without putting you to sleep. Hosted by James Whelan (BPC Wealth) and Heath Moss, this episode features:Billy Leung of Global X ETFs on global investment themesScott Morgan, Head of Real Estate Finance at Remara, on the real estate credit marketA deep dive into SQM's Private Credit "Watch" notice—what it means and why it mattersPlus, AFL & NRL footy tips, because markets aren't the only game in townIt's fast, it's sharp, and it's fun—because dry finance talk isn't our style. Listen now!Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Conduce la periodista Gabriela Núñez.  Hoy revisamos la conversación con el diputado Luis Sánchez, a un año del mega incendio que afectó a la ciudad de Viña del Mar. Les contamos sobre un proyecto promueve el apoyo de salud mental para estudiantes universitarios y de la explicación que realizaron Codelco y SQM, en la Comisión de Minería, por el acuerdo de explotación del Litio.

The property market predictions for 2025 are here, and there’s plenty to unpack! Today, I dive into the latest reports from SQM and ANZ, breaking down their forecasts and what they mean for Perth and other Capital cities. From rate cuts to population growth, we’ll explore how these factors could shape the year ahead. I’ll also talk about how these predictions influence buyer and investor sentiment, making them more than just numbers on a page. If you’re keen to know what’s coming for the property market and how it might impact your plans, this episode has all the insights. Let’s go inside! Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Impact of Population Growth on House Prices [00:32] SQM's Boom and Bust Report Predictions [01:21] Impact of Rate Cuts on Property Values [03:06] Scenarios for Rate Cuts and Population Growth [06:16] ANZ's Predictions for 2025 [07:19] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

SQM റിസേർച്ചാണ് വിവിധ ഓസ്ട്രേലിയൻ നഗരങ്ങളിലെ വീട് വില സംബന്ധിച്ച് പഠനം നടത്തിയത്. RBA പലിശ നിരക്ക് കുറയ്ക്കാൻ വൈകുന്നത് വീട് വില കുറയാൻ ഇടയാക്കുമെന്ന് റിപ്പോർട്ടിൽ പറയുന്നു.

Taylor McKenna sees a lot of positives for Tesla (TSLA) after a huge post-earnings rally, but cautions that valuation might be "overstretched" at current levels. As E.V. demand rises, Taylor is watching prices in critical materials like lithium, nickel, copper. He sees lithium producers like SQM & ALTM as potential investing opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kyle and Ben cover every single SQM site and help get everyone prepared for the week ahead! 

Ben Duea and Kyle Wagner discuss the past week of action and highlight some incredible performances. Also, Madison Melchert of the IGHSAU joins the show to talk cross country and SQM information.

Interview with Anthony Viljoen, CEO of Andrada MiningOur previous interview: https://www.cruxinvestor.com/posts/andrada-mining-atm-bulk-lithium-production-strategic-partner-search-3172Recording date: 27 September 2024Andrada Mining, formerly Afritin Mining, is positioning itself as a key player in the critical minerals sector, with operations centered in Namibia. The company's focus on tin, tantalum, and lithium production, along with recent copper exploration success, offers investors exposure to a diverse portfolio of in-demand metals.Core Operations and Financial PerformanceAndrada's primary asset is the Uis mine in Namibia, a polymetallic operation currently producing tin and tantalum. The company reports positive cash flow, with CEO Anthony Viljoen stating, "All-in sustaining costs targets sitting around $27,000/ton of tin, and we're selling for about $33,000." This margin is expected to improve significantly with the integration of lithium production.Expansion PlansAndrada has outlined ambitious growth targets:Increase tin production by 60% in the next 6-12 monthsAchieve 40,000 tons of annual lithium concentrate productionLong-term vision of 5-10 times increase in production across all metalsStrategic PartnershipsThe company's resource base is substantial, with Viljoen noting the ore body at Uis is "incredibly vast," potentially supporting a century-long mine life. Strategic PartnershipsAndrada has secured partnerships with Development Bank of Namibia, Orion Resource Partners and SQM (Sociedad Química y Minera de Chile). The SQM partnership is particularly significant, validating Andrada's lithium assets and providing industry expertise.Competitive AdvantageAndrada's polymetallic approach provides a natural hedge against single commodity price volatility. The potential to become one of the lowest-cost hard rock lithium producers globally could give Andrada a significant edge in the growing lithium market.Market OutlookKey risks include commodity price volatility, execution risks associated with planned expansions, potential infrastructure constraints, and geopolitical risks, though Namibia is considered an investor-friendly jurisdiction. The critical minerals sector is experiencing strong demand growth, driven by the green energy transition and technological advancements. Lithium demand could increase by up to 40 times by 2040, according to the International Energy Agency, in a scenario aligned with Paris Agreement goals.Andrada Mining offers investors exposure to a diverse portfolio of critical minerals, potential for low-cost production, particularly in lithium, significant growth prospects backed by ambitious expansion plans, strategic partnerships validating assets and approach, and a positive cash flow, reducing financial risk compared to many junior miners.Investors should monitor Andrada's execution of its growth strategy, particularly the integration of lithium production, and keep an eye on global critical mineral prices. The company's success in achieving its expansion targets and maintaining low production costs will be crucial in realizing its potential in the evolving critical minerals market.View Andrada Mining's company profile: https://www.cruxinvestor.com/companies/andrada-miningSign up for Crux Investor: https://cruxinvestor.com

INDEX: 00:00 - Introduction 02:14 - Thoughts on the latest CATL news and lithium supply? 03:36 - Battery Demand and Production 04:43 - CATL's Market Impact 07:52 - How fast could CATL restart production? 11:05 - How much supply can come out of China? 13:15 - Different views on African lithium supply costs. 16:34 - Is lithium stock rally due to short covering? 18:15 - Is it a good time to buy lithium stocks? 26:26 - Why does SQM prefer hard rock lithium projects? 29:20 - Can Quebec become a top lithium producer? 31:00 - Commodity Market Performance and Trends 32:27 - Are commodity stocks massively undervalued right now? 36:23 - China's EV Market and Renewable Energy Push 38:11 - Tesla's Robo Taxi and EV Production Capacity 40:33 - China vs Global EV Sales 41:42 - How did China grow its EV exports so fast? 44:43 - Will hybrids struggle with high maintenance costs? 47:25 - Can European carmakers afford carbon fines? 49:50 - Geopolitical Implications of EV Adoption 50:54 - Is the lithium market nearing its bottom?   _________________________________________________   Links

I answer listener questions on this episode. Topics: The Future of DLE Argentina production in 2025 Black Swan events Can the US work with China? The Pilbara/LRS deal Is it time for more M&A? US production in 2030 EU lithium potential Hard rock vs brine The Salton Sea Is LFP the future? Oversupply - how long? SQM as a barometer of price Rapid fire

Los puertos más activos de EE.UU. se están viendo sobrecargados tras el fracaso de las negociaciones sindicales que paralizó dos compañías ferroviarias de Canadá; Juegos Olímpicos impulsaron la economía del euro; y James Attwood, periodista de materias primas de Bloomberg News, comenta las cifras de la chilena SQM y lo que significa para el mercado del litio.Para visitar nuestra nueva página en LinkedIn: https://www.linkedin.com/company/bloomberg-en-espanol/Más de Bloomberg en EspañolNewsletter Cinco cosas: https://trib.al/WIwfnT0Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson See omnystudio.com/listener for privacy information.

Los operadores de bonos asumen niveles récord de riesgo en posiciones apalancadas de futuros de Treasuries apostando a recortes de tasas; la productora chilena de litio SQM registró una fuerte baja en sus ganancias; extracto de nuestra entrevista con Jimena Llosa, socia de la gestora de fondos Compass Group. Para visitar nuestra nueva página en LinkedIn: https://www.linkedin.com/company/bloomberg-en-espanol/Más de Bloomberg en EspañolNewsletter Cinco cosas: https://trib.al/WIwfnT0Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson See omnystudio.com/listener for privacy information.

On today's episode, SQM's Doug Snyder discusses the potential of iodine as a nutrient to reduce plant stress, which he'll be sharing in depth at next month's Crop Consultant Conference.   Supporting the People who Support Agriculture Thank you to this month's sponsors who makes it possible to get you your daily news. Please feel free to visit their website. New Age Ag Services - https://www.newageagservices.com/ 2024 Crop Consultant Conference - https://progressivecrop.com/conference/

Adionics, a French company specializing in advanced ionic solutions, has developed a breakthrough technology for lithium extraction known as Flionex. This solvent extraction process is distinguished by its high selectivity, extracting lithium without removing other elements such as boron, potassium, or magnesium. This results in extremely pure lithium chloride, making the process both efficient and environmentally friendly due to its low water consumption. Adionics has demonstrated the industrial readiness of their technology through successful pilot projects in the lithium triangle, particularly at high altitudes, showcasing its scalability and robustness in real-world conditions.Originally focused on desalination, Adionics strategically pivoted to lithium extraction in 2017, anticipating the rising demand for lithium driven by the green energy sector. This shift has allowed the company to position itself as a leader in the lithium extraction market. Adionics targets brines with lithium concentrations ranging from 200 to 50,000 ppm and continually refines its process to address lower concentrations more efficiently.The company offers two primary business models: providing technology and process support to mining companies or forming joint ventures to finance and manage lithium extraction projects. This flexibility allows Adionics to adapt to various market needs and ensure the successful implementation of their technology.Looking ahead, Adionics plans to expand its commercial presence and invest in research to develop more efficient Flyonics molecules for different concentration ranges. They are also exploring applications in lithium battery recycling and hard rock lithium extraction, aiming to extend their innovative approach to new markets. With a strong focus on industrial readiness and environmental sustainability, Adionics is well-positioned to meet the growing global demand for lithium and contribute to the advancement of green mobility .Key PointsAdionics specializes in advanced ionic solutions.Flionex technology selectively extracts lithium.High purity and low water consumption.Industrial pilots in the lithium triangle.Pivoted to lithium extraction in 2017.Targeting brines with 200-50,000 ppm lithium.Offers technology support or joint ventures.Plans to expand commercial presence.Investing in research for more efficient Flyonics.Exploring lithium battery recycling applications.Full Episode: https://dww.show/how-adionics-took-a-bold-stand-in-the-competitive-dle-landscape/Hosted by Ausha. See ausha.co/privacy-policy for more information.

Imagine transforming the way we extract one of the most critical elements for our green future—lithium. Adionics may be that game-changer in the Direct Lithium Extraction (DLE) market, with their solvent extraction process! More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣

My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas. Topics: Lithium market sentiment Excess capacity across the lithium ion battery supply chain Recalibrating unrealistic North American and EU EV expectations Africa – opaque on volume and quality? SQM as a barometer of the industry Codelco and the Chilean state Tianqi's failed dream in Chile SQM in Australia ALB – strategy or tactics? Big Oil's move into lithium Can the oil companies use DLE to transform the industry? Arcadium – synergy? Chile – outside of the Atacama Argentina's lithium future Bolivia Brazil's hard rock boom Canada as a lithium province The future of US lithium Who will be the marginal cost producer? The incentive price Lepidolite Building lithium ion supply chains ex China Galan's project Rapid fire Auction advice for Albemarle Eramet - DLE's first full scale plant or another black eye?  

El diputado Eric Aedo (DC), vicepresidente de la Cámara Baja, abordó este viernes la polémica tramitación para reemplazar la Ley Longueira en la Comisión de Pesca, cuestionando el avance del proyecto y acusando que "se parece mucho al acuerdo entre Codelco y SQM", lo puede "dañar profundamente" la pesca de la Región del Biobío. En entrevista con El Diario de Cooperativa, el parlamentario afirmó que esta Ley de Pesca "tiene que ser discutida con mucha transparencia", para así definir "que es lo que vamos a defender" con ella. Conduce Verónica Franco y Sergio Campos.

Rodrigo Álvarez conversó con Rodolfo Carter, alcalde La Florida, se refirió a las primarias en la comuna y su futuro como candidato presidencial. Además, junto a Consuelo Saavedra y Los Infiltrados Leslie Ayala, coordinadora de Tribunales y Policías de LT, y y Juan Paulo Iglesias, editor de opinión de LT, analizaron el extenso juicio del caso SQM en el que varios de sus testigos han muerto, quien nos trae las réplicas de las elecciones europeas y la arriesgada apuesta de Macron que pone a Marine Le Pen en primera línea para llegar al gobierno en Francia.

Claudia Sheinbaum se impone con un margen de 30 puntos, y el peso mexicano se debilita; las acciones de GameStop suben antes de la apertura; Tianqi insiste en su lucha con SQM y Codelco; y Andrés Pardo, estratega para la región de XP Investimentos, nos comenta su visión sobre tasas de la Fed y activos colombianos.Para suscribirse al newsletter Cinco Cosas: https://www.bloomberg.com/account/newsletters/five-things-spanish?sref=IHf7eRWLMás de Bloomberg en Español:Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson (@ethomson1) y Malu Poveda (@PovedaMalu)See omnystudio.com/listener for privacy information.

Josefina Ríos y Matías del Río conversaron con el ministro de Economía, Nicolás Grau, sobre el acuerdo entre SQM y Codelco para comenzar a explotar Litio y la decisión del Gobierno de no impulsar una licitación.

Mercado expectante al deflactor PCE de abril; Trump condenado en caso por pagos ocultos a Stormy Daniels; SQM y Codelco logran acuerdo para compartir producción de litio; Juan Pablo Spinetto, columnista de Bloomberg Opinion, comenta por qué la revolución de Andrés Manuel López Obrador en México será difícil de revertir.Clic acá para leer la columna de Juan Pablo.Para suscribirse al newsletter Cinco Cosas: https://www.bloomberg.com/account/newsletters/five-things-spanish?sref=IHf7eRWLMás de Bloomberg en Español:Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson (@ethomson1) See omnystudio.com/listener for privacy information.

Esta jornada se conoció que Codelco y SQM sellaron una histórica alianza para la explotación del litio, lo que fue valorado en El Primer Café por el exministro de Hacienda Nicolás Eyzaguirre, quien señaló que "es una muy buena noticia, sobre todo porque prevaleció la sensatez". Por su parte, Ximena Peralta, vicepresidenta de Convergencia Social, valoró que la negociación resultara "pese a todos los agoreros de malas noticias que decían que esto tenía mala pinta". En tanto, el excanciller Ignacio Walker expresó que es un "hito histórico" y que esta asociación público-privada "es la forma de encarar los desafíos del desarrollo en Chile". En contraparte, el vicepresidente de la UDI, Máximo Pavez, confesó que cada vez lo convence menos este acuerdo, porque, a su juicio, el Gobierno tenía la "oportunidad" de proponer una nueva licitación o buscar emplear la Empresa Nacional del Litio, lo que "no prosperó". Conduce Cecilia Rovaretti.

En una nueva edición del Rat Pack de Mesa Central, Angélica Bulnes conversó con las editoras Andrea Vial y Paula Comandari sobre la firma del acuerdo entre Codelco y SQM para la explotación de litio y las percepciones internacionales para la inversión en el país.

Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.

This water tech start-up turns reverse osmosis into a batch process, which divides the reject by more than two and at half the energy cost. How? Let's find out!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/ #️⃣ All the Links Mentioned in this Video #️⃣ Salinity Solutions' website: https://salinitysolutions.co.uk/The crowdfunding platform they leveraged: https://www.crowdcube.com/Innovate UK: https://www.ukri.org/councils/innovate-uk/Cornish Lithium: https://cornishlithium.com/SQM Lithium Ventures: https://sqmlitio.cl/acercando-el-capital-de-riesgo-a-los-negocios-tecnologicos-del-futuro-litio-agua-y-electromovilidad/SUEZ signing with Salinity Solutions: https://smartwatermagazine.com/news/university-birmingham/suez-pilot-salinity-solutions-low-energy-reuse-technology-france

Salinity Solutions: An innovative water technology company specializing in batch reverse osmosis. The company focuses on improving the efficiency of conventional reverse osmosis systems, achieving higher water recovery rates while reducing energy consumption and chemical usage. Their technology is particularly applicable in industries facing water scarcity and pollution issues, such as mining, zero liquid discharge (ZLD), and vertical farming.Reverse osmosis (RO) is a widely used technology for water treatment, but it has significant drawbacks, including high energy consumption and waste production. Salinity Solutions, led by Tim Naughton, has developed a batch reverse osmosis process that addresses these issues by improving efficiency, reducing waste, and lowering chemical use. This innovative approach offers a more sustainable solution for water treatment needs.Unique Insights:Batch Process Innovation: Unlike traditional RO, batch reverse osmosis operates in a non-steady state with varying pressures, making it more efficient and easier to manage waste.Market Adaptation: The primary challenge for batch RO is market adoption due to its process innovation rather than new technology. However, it offers significant improvements, making it a viable solution for many applications.Humanitarian Roots: The technology was initially developed for humanitarian aid, utilizing solar energy for remote communities, and has evolved into a commercially viable solution addressing various industrial needs.Key Ideas:Reverse Osmosis Drawbacks: Traditional RO systems are energy-intensive, produce a lot of waste, and use significant amounts of chemicals, which limits their efficiency and sustainability.Batch Reverse Osmosis: Salinity Solutions' innovation involves a batch process that significantly improves efficiency, achieving up to 98% water recovery with half the energy consumption and reduced chemical usage.Market Penetration Challenges: Although batch RO is not a new technology but a process innovation, its market adoption is hindered by the need for industries to adjust to its non-equilibrium operation.Initial Development and Funding: The technology's development began as a volunteer project, leading to a government-funded program that helped commercialize the technology through substantial grants and investments.Crowdfunding Success: Salinity Solutions successfully raised funds through Crowdcube, attracting over 2,000 shareholders and significantly exceeding their initial funding goals.Strategic Partnerships: The company has formed key partnerships, including a joint venture in India for ZLD applications and collaborations with large companies like Suez, enhancing their market presence and credibility.Technology Applications: The batch RO system is versatile, with applications ranging from lithium extraction in mining to phosphate removal in wastewater treatment and water reuse in agriculture.Future Outlook: Salinity Solutions aims to become a leading technology in the desalination sector, with ambitions to use their technology for humanitarian aid projects, particularly in remote and water-stressed regions.Counter-Intuitive Facts:Efficiency Paradox: Achieving 98% water recovery in batch RO is not just 3% better than 95%, but twice as efficient in terms of outcomes.Market Adoption: Despite being a superior process, batch RO faces market adoption challenges because it's a process innovation, not a new technology.Humanitarian Origin: The commercial technology originated from a humanitarian project aimed at providing solar-powered water solutions for remote communities.Full Episode: https://dww.show/how-oxyle-destroys-pfas-with-the-energy-youd-actually-waste/Hosted by Ausha. See ausha.co/privacy-policy for more information.

Cohiba was one of the brands of General Cigar making a return at PCA 2024 for the first time in five years. The brand has maintained its status as General Cigar's most ultra-premium offering. This year saw Cohiba bring two new releases to the trade show. The first is an all-new brand under the Cohiba M umbrella, the Reserva Roja. Meanwhile the second saw General deliver its first lancero for Cohiba with the Cohiba Riviera Lancero. PCA 2024 Report: https://wp.me/p6h1n1-sqM  

Cohiba was one of the brands of General Cigar making a return at PCA 2024 for the first time in five years. The brand has maintained its status as General Cigar's most ultra-premium offering. This year saw Cohiba bring two new releases to the trade show. The first is an all-new brand under the Cohiba M umbrella, the Reserva Roja. Meanwhile the second saw General deliver its first lancero for Cohiba with the Cohiba Riviera Lancero. PCA 2024 Report: https://wp.me/p6h1n1-sqM

Les prix des minerais essentiels à la transition énergétique s'effondrent depuis plusieurs mois. Exemple le plus spectaculaire, le lithium, essentiel à la fabrication de la plupart des batteries de voitures électriques, a perdu près de 80% de sa valeur en l'espace d'un an. Malgré ces cours peu favorables, le Chili, deuxième producteur mondial, veut doubler sa production de lithium sur la prochaine décennie. Aujourd'hui, seule l'Australie produit plus de lithium que le Chili. Cependant, le pays d'Amérique du Sud a les plus importantes réserves mondiales de ce métal blanc très léger. Là-bas, il est puisé dans le salar d'Atacama, un lac salé au beau milieu du désert le plus aride du monde. La saumure, l'eau salée dans laquelle il se trouve, est déversée dans de grands bassins à ciel ouvert. Le lithium est récupéré après l'évaporation de l'eau. Avec l'essor des voitures électriques, de nombreux pays veulent augmenter leur production ou commencer à produire du lithium : l'Europe voudrait ouvrir des mines, et l'Argentine, qui extrait déjà ce métal, pourrait bientôt talonner son voisin chilien. Enfin, la Chine, troisième producteur mondial, continue d'augmenter ses capacités de production. L'effondrement des prix du lithium ralentit toutefois ses investissements. La moitié des lacs salés du Chili pourraient être exploitésMalgré la baisse des cours mondiaux, le Chili appuie sur l'accélérateur : Santiago a annoncé fin décembre un accord inédit entre le géant public Codelco et le géant privé chilien du lithium Soquimich pour augmenter fortement la production dans le salar d'Atacama. Mardi dernier, le gouvernement a révélé qu'une trentaine de salars (soit près de la moitié des lacs salés du Chili) pourront être exploités, avec ou sans la participation d'entreprises publiques. L'objectif est de multiplier par deux la production de lithium d'ici à dix ans et ainsi d'alimenter les caisses de l'État, grâce aux taxes.Un pari sur l'avenirCe pari pose plusieurs questions. D'abord celle du prix et de la demande en lithium à l'avenir : pour l'instant, la production annuelle de lithium dépasse les besoins industriels, mais la tendance pourrait s'inverser à partir de 2028. Autre interrogation : les batteries au sodium, moins chères, vont-elles remplacer celles au lithium ? Plusieurs constructeurs en ont déjà développé.Dépendance aux matières premièresLe Chili risque d'exposer encore plus son économie aux fluctuations des marchés mondiaux. Aujourd'hui déjà, le pays est le premier producteur mondial de cuivre et quand les cours de ce métal baissent, la croissance du Chili s'en ressent systématiquement. Exporter encore plus de lithium risque de maintenir le Chili dans une dépendance aux matières premières. Le gouvernement de gauche au pouvoir a pour ambition de transformer davantage le lithium sur place, mais ce petit pays aura bien du mal à être compétitif dans la construction de batteries par exemple.Inquiétudes environnementalesDe plus, cette hausse annoncée de la production inquiète les défenseurs de l'environnement. Le gouvernement a beau annoncer qu'il va classer comme aires protégées 30% des lacs salés du pays, des dizaines de scientifiques et d'ONG locales alertent sur les risques pour l'accès à l'eau des peuples autochtones, pour l'agriculture locale. « Les salars ne sont pas des mines », ont-ils écrit dans deux tribunes (ici et là) la semaine dernière. Ce sont « des écosystèmes fragiles », qui nous aident à comprendre le passé, et peut-être le futur de notre planète.À lire aussiChili: le géant Codelco s'allie avec SQM pour doubler son extraction de lithium

En una nueva edición de Mesa Central Domingo, Iván Valenzuela conversó con los panelistas Mónica Pérez y Kike Mujica sobre la polémica por la frase “más Narbona, menos Craig”, los llamados del diputado Núñez y las diferencias entre SQM y Tianqi.

Nadia Budihardjo and Claire Tyrrell discuss the role of renewable energy in industrial developments. Plus: Western Power's upgrades; SQM; and WA's first Starbucks.

INDEX: 0:00 - Introduction 3:52 - Predictions For Lithium Prices to Soar to $35,000 This Year 6:46 - China's Lepidolite and Africa's Spodumene: Price Speculations 11:51 - Long-Term Viability of Chinese Lepidolite Amid Rising Lithium Demand 16:47 - SQM's Ability to Meet Production Growth Targets Amid Chilean Government Relations Concerns 22:10 - SQM's Investment Plans During Lower Capex Estimates 30:23 - SQM's Negotiated Terms for Atacama Operations Beyond 2030 34:18 - Strategic Moves of Lithium Players in Western Australia 41:32 - Galan Progresses with Lithium Chloride Production, Eyes Export Markets 45:44 - Timing of Export License for Galan Lithium Project Expected Within Next Few Months 46:56 - Who Can Process Lithium Chloride Besides China? 49:58 - Surveying Global Lithium Landscape: Where to Invest in the Next 1-5 Years? #lithium #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

INDEX: 0:35 - Howard and Rodney Reflect on Five-Year Partnership and Launch of First Podcast 3:10 - Analyzing Lithium Market Trends: A Year-by-Year Review and Predictions for 2024 6:09 - Examining the Roots of Lithium Euphoria's Demise and the Emergence of Pessimistic Outlook: Will it Spark the Next Bull Market? 8:03 - Reflecting on Past Predictions: Are Faster Price Declines Indicators of a Quicker Recovery in the Lithium Market? 9:56 - Argentina's Lithium Outlook Brightens: New Market Players Enter as Lithium America's Argentina Hits Production Milestone 12:05 - Ganfeng's Role as a Lithium Rally Indicator: Will Their Spot Carbonate Price Predict Broader Market Trends in 2024? 12:36 - Scrutinizing Lithium Industry Giants: Q4 Results to Reveal Potential Production Cuts and Growth Capex Adjustments 14:38 - Is Lithium Industry Facing Peak Pessimism? Analysts Reflect on the Ongoing Bull vs. Bear Debate Amid Downgrades and Market Trends 18:18 - Addressing the Lithium Supply-Demand Paradox: How Has the Market Caught Up, and Is the Investment Case for EVs Still Intact? 20:17 Evaluating Challenges in Low-Grade Lepidolite Extraction: Implications for the Lithium Market Amid Price Fluctuations 25:19 - Spodumene Mines at Risk: Potential 500,000 Ton Reduction and Oversupply Concerns in the Lithium Market 26:44 - Potential Lithium Production Cutbacks: 65,000 Ton Reduction, Highlighting Ganfeng Pilbara Deal as a Key Indicator 29:06 - Implications of Lower Lithium Prices on Operations: Cash Flow Challenges and the Likelihood of Mines Going Offline 30:24 - Q4 Results Impact on Lithium Industry: Albemarle's CapEx, Pilbara's Response, and Continued Supply Challenges 32:03 - Market Perception: Mixed Views on Imminent Turnaround, Eyes on Key Players Arcadium, Albemarle, and SQM 33:07 - Potential Panic in the Market: Analysts Predict Scramble for Material as Operations Consider Care and Maintenance 34:55 - Can Chinese Operators Sustain Production Amid Losses? Questioning the Viability of Prolonged Production at Current Price Levels 36:46 - Anticipating a Demand Bump: The Likelihood of Increased EV Sales and Gigawatt Hours Deployed in the Coming Years 38:52 - Election Year Uncertainty: Potential Volatility and Market Impact Amid Political Developments 46:05 - Investment Dilemma: To Double Down on Uranium or Average Down in Lithium? Evaluating Western Australia's Hard Rock Projects, M&A Trends, and the Role of Argentina and SQM in the Evolving Market 48:04 - The Future of Lithium: Emphasizing Structural Deficit Amidst Solar and Battery Storage Growth 52:08 Competitive Tension: Brazil, Africa, and Argentina Face Off Against China Dominance in Lithium Market, Q1 Catalysts Awaited for Corporate Strategic Demand 55:05 - Caution on Acquisitions: Companies Likely to Focus on Organic Growth Plans Despite Market Dynamics 57:14 - Impact of COVID-19 on Cost Curve and Profitability 57:58 - Examining Stability and Cost Competitiveness of Lithium Production Amid Market Dynamics #lithium #electricvehicles  _________________________________________________ Thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity's website https://www.rkequity.com Intro and outro audio credit: Jamie Klein

En una nueva edición del Rat Pack de Mesa Central, Carolina Urrejola conversó con Paula Comandari y Paloma Ávila sobre las preguntas que surgen tras el acuerdo entre Codelco y SQM y los hitos que han permitido el avance de la ciencia este año.

Nicolás Vergara y Matías del Río analizaron Además, conversaron con el economista y ex presidente del directorio de Codelco, se refirió el acuerdo entre SQM y Codelco para explotar litio en el Salar de Atacama y lo que se espera para las reformas que propone el Gobierno. 

En columnistas de Mesa Central Iván Valenzuela y Kike Mujica conversaron con Ximena Jara y Hernán Larraín, sobre el acuerdo entre Codelco y SQM para explotar hasta 2060 el mayor depósito de litio en Chile.

Gold majors reporting 3Q23 resutls, Filo announced discovery of a high-gradezZone at Bonita, Azure Mineralsto be bought by SQM, Founders Metals announced drill assasyfrom Antino in Suriname, and Discovery Silver announced results from its feasibility study metallurgical program for its Cordero silver project in Chihuahua, Mexico.

Get Opto's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we have the pleasure of welcoming Alec Lucas, Research Analyst at Global X ETFs, to the show.In this episode, we discuss the pressing megatrend of climate change and the importance of clean tech in meeting global climate goals. Alec sheds light on South America's lithium rush and how it's catering to a growing demand for battery technology and electric vehicles. Alec walks us through the lithium production value chain, highlighting key players such as SQM and Albemarle and their ongoing negotiations with the Chilean government, revealing why Argentina and Brazil could be 'the quicker growing components' of the South American lithium market. To conclude, Alec delves into global efforts to drive investment in infrastructure, highlighting the significance of the Inflation Reduction Act (IRA) before analysing the impact of reshoring in the US. Prior to joining Global X, Alec interned as an equity research analyst at Nicusa Investment Advisors. He has a Masters in sustainability management from the Colombia University School of Professional Studies, and earned his Bachelor's Degree in finance and value investing from Fordham University in New York. Enjoy!------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Lithium is integral to the majority of electric vehicle battery chemistries, making it one of the world's most sought-after metals. Once it's out of ground, who controls the supply of lithium and its refining? With the majority of major diversified miners not actively taking part in lithium extraction, who are the companies involved in this space? On today's show, Dana speaks with Ellie Gomes-Callus from BNEF's metals and mining team, and Dr. Andy Leach from the energy storage team. Together, they discuss the different methods of lithium mining and their varying ecological impacts, why the major diversified miners are largely avoiding the extraction of this metal, and the relationship between lithium and different battery chemistries. They also consider whether sodium-ion technology poses a threat to lithium's current dominance. Complimentary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. Links to research notes from this episode: 1H 2023 Battery Metals Outlook: Shift In Demand Dynamics Energy Transition Metals Production Scores: Australia Top Sodium-ion Batteries Target China's Mini EVs to Cut Costs Rio Tinto Doubles Down on Lithium Mining With Rwanda Deal Battery Metals Monthly - August 2023See omnystudio.com/listener for privacy information.