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    Juraj Domic • LarrainVial

    Juraj Domic's questions to Sociedad Quimica y Minera de Chile SA (SQM) leadership

    Juraj Domic's questions to Sociedad Quimica y Minera de Chile SA (SQM) leadership • Q1 2025

    Question

    Juraj Domic from LarrainVial inquired about the competitive landscape in China, asking if other producers are struggling at current prices, and questioned if SQM's previously optimistic view for a positive trend in 2026 has changed.

    Answer

    Pablo Hernández Mac-Donald, VP of Strategy & Development, confirmed that many competitors, both in China and globally, are struggling with the current low-price environment and showing poor financial results. Regarding the 2026 outlook, he stated that future prices will be a consequence of the supply-demand balance that develops throughout the current year, refraining from a specific forecast.

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    Juraj Domic's questions to Sociedad Quimica y Minera de Chile SA (SQM) leadership • Q1 2025

    Question

    Juraj Domic from LarrainVial asked about the competitive landscape in China, where production seems to persist despite low prices, and whether SQM's previously stated optimism for a 2026 market recovery has changed.

    Answer

    Pablo Hernández Mac-Donald, VP of Strategy & Development, acknowledged that many lithium producers globally are struggling financially in the current price environment. Regarding the 2026 outlook, he stated that future prices will depend on the supply-demand balance that unfolds throughout the remainder of 2025, refraining from providing an updated long-term price view.

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    Juraj Domic's questions to Southern Copper Corp (SCCO) leadership

    Juraj Domic's questions to Southern Copper Corp (SCCO) leadership • Q1 2025

    Question

    Juraj Domic of LarrainVial asked for commentary on copper demand trends observed so far in the second quarter.

    Answer

    Raul Jacob (executive) expressed a positive overall view on copper's future, citing a demand shift from traditional infrastructure to more copper-intensive applications like new energy technologies and artificial intelligence. He noted that AI also drives demand for zinc and silver. The primary concern mentioned was a potential U.S.-China trade war that could slow global economic growth and indirectly affect copper demand.

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    Juraj Domic's questions to Southern Copper Corp (SCCO) leadership • Q1 2025

    Question

    Juraj Domic of LarrainVial asked for an overall view on copper demand trends observed in the second quarter.

    Answer

    Executive Raul Jacob expressed a positive outlook, citing a structural shift in demand towards more copper-intensive applications like renewable energy and artificial intelligence. He noted that while a potential US-China trade war is a concern for global growth, its impact on copper demand would likely be short-lived.

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