NYSE: ALB，全球最大锂生产商，总部位于北卡罗来纳州夏洛特，正利用智利和澳大利亚的卤水与硬岩资产进行全面扩张
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.
完整档案 ›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年一季度锂业营收17.6亿美元，同比增长69.8%，超出市场预期；平均实现价格从2025年四季度每公斤10美元回升至18美元；天齐于2月出售1.25%股权，SQM将2026年产量指引上调至增长15%以上