Lithium Miners News For The Month Of September 2026

China's lithium carbonate spot prices and spodumene spot prices were significantly lower the past month. Lithium market news - China's biggest lithium mine (CATL's Jianxiawo Mine) loses its license and is back on care and maintenance. Why has Benchmark flipped 2027 lithium from Surplus to Deficit? Lithium miner news - Ganfeng Lithium swings to profit in H1 2026 as revenue nearly triples. Tianqi Lithium's profit surges 49-fold in H1 as revenue soars 153%.

Seeking Alpha • Sep 22, 2026

Sociedad Quimica y Minera de Chile: Staying On The Sidelines

Sociedad Química y Minera de Chile S.A. remains rated Hold, with a $106 YE27 price target, reflecting flat long-term net income despite volume growth. Lithium carbonate equivalent prices are stabilizing near $20/kg, with energy storage demand rising, but volatility persists. The Codelco JV significantly reduces SQM's earnings power, making it a minority in core Chilean assets and capping EPS growth.

Seeking Alpha • Aug 28, 2026

ALB vs. SQM: Which Lithium Stock Should You Bet on Now?

ALB and SQM are ramping capacity and expanding output as EV and storage demand accelerates.

Zacks Investment Research • Aug 28, 2026

Sociedad Química y Minera's Lithium Boom Is Back, But Iodine Steals the Show

Sociedad Quimica y Minera TodaySQMSociedad Quimica y Minera$77.48 +2.10 (+2.79%) As of 12:34 PM Eastern52-Week Range$40.58▼$98.00Dividend Yield3.42%P/E Ratio27.19Price Target$73.58Add to WatchlistSociedad Química y Minera de Chile NYSE: SQM delivered a blowout Q2 2026 earnings report. Revenue of $2.47 billion beat the consensus forecast of $2.24 billion by 10.3%.

MarketBeat • Aug 20, 2026

Sociedad Química y Minera de Chile: Q2 Results And Positive Long-Term Lithium Market Outlook Make It A Buy

Sociedad Química y Minera de Chile remains a core lithium holding, supported by robust Q2 results and a forward P/E of 11, offering attractive long-term value. Q2 earnings and revenues beat expectations, with profits of $1.12B and a 26.5% margin relative to revenues, demonstrating resilience at current lithium prices. Rising global EV adoption and increased commercial-scale battery storage are expected to drive sustained lithium demand and support SQM's growth trajectory.

Seeking Alpha • Aug 20, 2026

Chilean miner SQM's shares rise after earnings beat, higher lithium outlook

Shares of Chilean miner SQM rose on Wednesday after the company posted a strong second-quarter earnings ​beat, lifted its 2026 lithium demand outlook and ‌gave investors fresh detail on its investment pipeline.

Reuters • Aug 19, 2026

Sociedad Quimica y Minera Q2 Earnings Call Highlights

Sociedad Quimica y Minera NYSE: SQM said its second-quarter performance was supported by strong results across its principal businesses, including record lithium sales volumes, favorable iodine pricing and increased specialty plant nutrition sales.

MarketBeat • Aug 19, 2026

Sociedad Química y Minera de Chile S.A. (SQM) Q2 2026 Earnings Call Transcript

Sociedad Química y Minera de Chile S.A. (SQM) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 19, 2026

SQM Reports Earnings for the Six Months Ended June 30, 2026

SANTIAGO, Chile, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Sociedad Química y Minera de Chile S.A. (SQM) (NYSE: SQM; Santiago Stock Exchange: SQM-B, SQM-A) reported today net income for the six months ended June 30, 2026 , of US$1,024.7 million or US$3.59 per share, an increase of 353.5% compared to US$225.9 million or US$0.79 per share reported for the same period last year.

GlobeNewsWire • Aug 19, 2026

SQM (SQM) Recently Broke Out Above the 50-Day Moving Average

SQM (SQM) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SQM broke out above the 50-day moving average, suggesting a short-term bullish trend.

Zacks Investment Research • Aug 17, 2026