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A discounted cash flow analysis identifies Sociedad Química y Minera de Chile (SQM) as being undervalued by 36.7%, alongside Ligand Pharmaceuticals (LGND) and Kroger (KR).
A U.S. blockade on Venezuelan oil tankers announced on December 17 caused a 1.5% increase in crude oil prices, while China's move to revoke lithium mining permits sent shares of miners like SQM up nearly 5%.
Lennar shares fell 5% on weak guidance, while lithium miners like Atlas Lithium gained nearly 9% after China announced plans to revoke mining licenses.
Despite a broad chemical industry downturn in 2025, Albemarle, Perimeter Solutions, and Sociedad Quimica y Minera posted six-month gains of over 100%, positioning them for continued growth.