Investor Presentaiton
Lithium and Derivatives: Long-Term Fundamentals Support Demand Growth
LITHIUM AND
DERIVATIVES
SQM
LTM¹ Gross Profit: US$3.4B
LTM¹ Revenues: US$6.9B
93%
5%
2%
Europe
North America
Asia and others
~20% Market Share²
$15
$8
Quarterly Sales Volumes (KMT)
$38
& Average Price (US$/kg)
$56
$54
$59
$51
$34
$30
22
31
38
34
42
43
32
43
43
3Q2021 4Q2021 1Q2022
2Q2022
3Q2022
4Q2022
1Q2023 2Q2023
3Q2023
Sales Volumes
-Avg Price
Global Lithium Chemical Market
Estimated annual global EV sales growth
~35% in 2023.
We expect the global lithium market
demand to grow ~ 20% in 2023.
SQM Lithium
Slightly higher sales volumes in 3Q23,
offset by lower sales prices. Our sales
volumes could be lower in 4Q23 vs 3Q23.
Majority of sales contracts are linked to
price indices which follow market price
trends.
SQM Corporate Presentation
1 Last twelve months ended September 30, 2023.
2 Market share as of December 31, 2022. Market share percentages have been developed by us using internal and external sources and
reflect our best current estimates, which have not been confirmed by independent sources.
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