NYSE: ALB、世界最大のリチウム生産企業。ノースカロライナ州シャーロット本社、チリ・オーストラリアのブライン・硬岩資産を軸に積極拡張中
Chile's dominant lithium brine producer and the world's second-largest, SQM operates the Salar de Atacama under a 2023 state JV transferring control to Codelco by 2031.
詳細ファイル ›Chile holds the world's largest lithium reserves in the Atacama Desert; its 2023 state-majority nationalization model, pairing Codelco with SQM, defines the global critical-minerals sovereignty debate.
Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor
From Chilean brine fields to Congolese copper pits, fifteen companies mine and refine the lithium, copper and cobalt the energy transition depends on.
The lightest solid metal and core material in EV and grid-storage batteries; China refines roughly 70% of global output, making lithium the central critical-mineral security flashpoint of the energy transition.
China's Tianqi Lithium holds 51% of the world's largest hard-rock lithium mine and 23.77% of Chilean SQM, a structural swing factor in global battery supply chains.
2026年第1四半期のリチウム売上高は前年比69.8%増の17億6000万ドルとなりコンセンサスを上回った。平均実現価格は2025年第4四半期の1キログラム10ドルから18ドルに回復。天斉が2月に1.25%を売却する一方、SQMは2026年の数量ガイダンスを15%超の成長に引き上げた