重大事件外國發行人報告 6-K 2026-07-27

SQM與Wesfarmers最終投資決定 Mt Holland鋰礦產能倍增一倍至76萬噸

AI 繁中摘要

SQM（NYSE: SQM）與Wesfarmers（ASX: WES）今日聯合公佈，已就Mt Holland鋰礦擴產項目作出最終投資決定（FID）。該項目包括礦山、選礦廠及新型礦石分揀設施，目標是將鋰輝石精礦年產能由38萬噸倍增至76萬噸（以5.5% Li₂O計），並降低單位營運成本。🔋

合資公司Covalent Lithium已完成可行性研究，第二座選礦廠預計於2027年下半年動工，首批擴產後的精礦預計在2030年上半年出貨。SQM承擔的資本開支約4.5億至5億美元（名義值，不包括礦山總生命週期資本）。相關政府及監管審批已取得或正在處理中。

擴產後的產能可靈活用於供應Covalent Lithium位於Kwinana的提煉廠作下游加工，或直接以精礦形式對外銷售。

SQM行政總裁Ricardo Ramos表示：「Covalent Lithium過去五年已證明是世界級的一體化鋰業務，礦山和選礦廠全面達產且成本具競爭力。此次擴產是順理成章的下一步，以最大化我們與Wesfarmers共同建立的價值。」他補充：「全球能源轉型帶動高品質鋰輝石精礦需求持續強勁，Mt Holland在成本曲線上極具優勢，倍增產能將進一步強化我們的全球競爭力。」

📌 對投資者的潛在影響：此6-K申報為外國私發行人每月報告，反映SQM長期看好鋰需求並積極擴張上游產能。雖然擴產需時至2030年，但若電動車及儲能市場持續增長，此投資有望提升SQM的產量及利潤率。投資者需關注未來鋰價走勢、項目執行風險及資本開支節奏。

展開英文正文

6-K
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a6-ksqmxprfidmthollandexpa.htm
6-K

Document

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE
SECURITIES EXCHANGE ACT OF 1934
For the month of July 2026.
Commission File Number 33-65728
CHEMICAL AND MINING COMPANY OF CHILE INC.
(Translation of registrant’s name into English)
El Trovador 4285, Santiago, Chile (562) 2425-2000
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F:_X_ Form 40-F

SQM AND WESFARMERS ANNOUNCE FINAL INVESTMENT DECISION FOR MT HOLLAND LITHIUM EXPANSION PROJECT 

Santiago, Chile – July 21, 2026 – Sociedad Química y Minera de Chile S.A. (SQM) (NYSE: SQM; Santiago Stock Exchange: SQM-B, SQM-A), together with Wesfarmers Limited (ASX: WES), announces the joint approval of the final investment decision to expand the Mt Holland lithium project. The expansion encompasses the mine, concentrator and a new integrated ore sorting facility, and will double spodumene concentrate production and lower unit operating costs. 

Covalent Lithium, the joint venture company owned by SQM and Wesfarmers, has completed a definitive feasibility study for the expansion project, which will increase nameplate spodumene concentrate production from approximately 380,000 tonnes per year to 760,000 tonnes of lithium concentrate at 5.5% Li₂O per year on a 100 per cent basis. 

Construction of a second concentrator is expected to commence in the second half of year 2027, with the first spodumene concentrate production volumes from the expansion expected in the first half of year 2030. SQM's share of capital expenditure for the project is estimated to be between US$450 million and US$500 million[1] in nominal terms. The necessary government and regulatory approvals have either been secured or are underway.

The expansion provides optionality to supply any future potential expansion of downstream processing at Covalent Lithium's Kwinana refinery or selling the expanded production volumes as spodumene concentrate.

Ricardo Ramos, CEO of SQM commented, “We are very pleased with the board’s decision to expand the Mt. Holland project, and we look forward to continuing to grow this operation alongside our partner Wesfarmers. Over the past five years, Covalent Lithium has proven itself as a world-class, integrated lithium business — the mine and concentrator are operating at full capacity and delivering competitive costs, and this expansion is the natural next step to maximise the value of what we have built together.”

He added, “The long-term fundamentals for lithium demand remain very strong. We continue to see robust growth in demand for high-quality spodumene concentrate driven by the global energy transition, and Mt. Holland is ideally positioned to meet that demand at competitive costs. Doubling our production capacity will further strengthen our position on the global cost curve.”

[1] The project estimate excludes life of mine capital expenditure.

About SQM
SQM is a global company that is listed on the New York Stock Exchange and the Santiago Stock Exchange (NYSE: SQM; Santiago Stock Exchange: SQM-B, SQM-A). SQM develops and produces diverse products for several industries essential for human progress, such as health, nutrition, renewable energy and technology through innovation and technological development. We aim to maintain our leading world position in the lithium, iodine, and potassium nitrate markets.

For further information, contact:

Gerardo Illanes: [email protected] 
Isabel Bendeck: [email protected] 
Megan Suitor: [email protected] 

Media contacts:

Lithium Division: Ignacia Lopez / [email protected]
International Lithium Division: Gonzalo Colazo / [email protected] 
Iodine - Plant Nutrition Division: Carolina Guzman / [email protected] 

SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

CHEMICAL AND MINING COMPANY OF CHILE INC.
(Registrant)
Date: July 21, 2026/s/ Gerardo Illanes
By: Gerardo Illanes
CFO

Persons who are to respond to the collection of information contained SEC 1815 (04-09) in this form are not required to respond unless the form displays currently valid OMB control number.