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![RodneyHooper_13 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::766727163114586112.png) Rodney Hooper [@RodneyHooper_13](/creator/twitter/RodneyHooper_13) on x 2230 followers
Created: 2025-07-26 09:18:42 UTC

More discipline from an incumbent. $SQM suggesting only 5-10% volume growth in 2024 vs market demand growth of ~25% (#RKEquity). Their 2024 guidance is ~7kt (midpoint) *lower* than my existing supply forecast. Typically, SQM matches its volume growth to maintain market share (20%

![](https://pbs.twimg.com/media/Gwxee4pXkAAtQAD.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949036647154426044/c:line.svg)

**Related Topics**
[$sqm](/topic/$sqm)

[Post Link](https://x.com/RodneyHooper_13/status/1949036647154426044)