天基公司坚持争取智利锂矿决定权
天基公司首席执行官最近表示，作为智利矿业巨头SQM的关键股东之一（持有22%的股份），将坚决继续为控制一项决定全球最大的锂资源所有权分配的交易抗争。
今年早些时候，Codelco与SQM达成协议，拟让出Atacama盐滩矿场的大股权益给国家公司以换取额外30年的运营。然而，智利监管机构已经裁定无需考虑投资者的意见就可进行此次交易，并为它铺平了道路至明年实施。
然而，天基公司作为SQM的第二大股东却反对协议未经股东同意即可执行这一做法，已提出诉讼要求召开股东大会。目前，这个案件正在上诉阶段。天基公司首席执行官在回答提问时明确表示，“我们不会排除采取任何必要法律措施来保障股东合法权益的可能性。”
天基公司认为，在没有股东批准及增加透明度的情况下实施协议将损害智利作为投资友好国家的声誉。“一个具备健全法治、优良商业环境并尊重外国投资者的国家，是我们对投资智利信心的基础。如果这些基础发生变化，我们相信这不仅会直接影响到天基公司，也会波及到智利的国际形象以及锂产业长期发展。”
天基公司是全球最大的电动汽车电池金属处理商之一，六年前收购SQM股权以多元化供应来源。尽管目前锂价已自去年底大幅下滑，但随着能源转型加速，对需求最终增长仍有期待。
天基公司对中国投资者在智利的利益有高度关注。该公司表示，由于支付了40亿美元获取SQM股份后所面临的一系列董事会限制，他们已经受挫。预计部分限制将于年内解除，其余的则将在4月过期。
值得一提的是，SQM的最大股东是独裁者皮诺切特的前女婿，他掌管着该公司。天基公司期待作为股东应享有的权利能得到执行，但对多次向相关部门寻求更深度投资智利锂产业的请求并未得到正面回应表示不满。
与此同时，中国政府加大了针对经济的支持力度以实现今年约5%的增长目标，并在世贸组织提出第二次交涉，质疑美国的通胀削减法案补贴是否非法地偏袒美国商品。北京方面还要求中国官方对最近导致一名日本儿童在中国南部遇害的事件作出详细解释，并处理一些诋毁日本的不实网络言论。
这反映了中国政府正增加压力以回应这一事件，而东京则希望北京能够对此给予更积极的响应。
接下来的时间表如下：
– 9月24日：
– 9月25日：
– 9月26日：
– 9月27日：
新闻来源：www.bloomberg.com
原文地址：China’s Tianqi Vows to Fight On With Lithium Challenge in Chile
新闻日期：2024-09-24
原文摘要：
, a key shareholder in Chilean miner SQM, will continue its battle for a say in a deal that would determine ownership of one of the world’s biggest , the Chinese producer’s chief executive said.Authorities in Santiago have been pushing for the state to have a more significant role in managing the country’s lithium resources. A landmark deal earlier this year between SQM and state-owned Codelco would see the lithium miner relinquish a majority stake in its prized Atacama salt flat mine to Codelco in exchange for three more decades of operations. Chilean regulators have ruled that the agreement can proceed without investor approvals, clearing the way for the transaction to early next year. Yet Tianqi, which holds a 22% stake in SQM, has pushed back, heading to court to force a shareholder vote. The case is under appeal. “We do not rule out pursuing any legal measures necessary to safeguard the legitimate rights of shareholders,” Chief Executive Officer said in a written response to questions.Chile’s investor-friendly reputation would be tarnished if the deal passed without shareholder approval and greater transparency, he added.“A country with a sound legal system, a good business environment and respect for foreign investors is the cornerstone of our confidence in investing in Chile,” Ha said. If those fundamentals change, “we believe it will not only affect Tianqi, but also Chile’s international image and the long-term development of its industries.”Read More: Tianqi is one of China’s biggest processors of the electric vehicle battery metal, and bought its stake in SQM — the world’s second-largest lithium producer — six years ago to diversify its supply base. Lithium prices have plunged since late 2022 due to an increasing glut, but demand is still expected to eventually take off as the energy transition gathers pace. The Chinese firm’s frustrations appear to be anchored in boardroom restrictions it has endured since paying $4 billion for its SQM stake. Some of those are set to be lifted by year-end, while others will expire in April, the company said. Besides being SQM’s second-largest shareholder, Tianqi is also a competitor of the Chilean firm in the global lithium market, SQM CEO told lawmakers on Monday. The Chinese company is the only shareholder to object to the way the transaction was approved, Ramos was quoted as saying.SQM’s top shareholder is , the former son-in-law of dictator , who ruled Chile in the 1970s and 80s. While Tianqi hopes it can exercise all of its legitimate rights as an SQM shareholder, Ha said the company hadn’t received a positive response from repeated approaches to ministerial departments to undertake more downstream investments in Chile’s lithium industry. unleashed a blitz of policy support for the economy, as policymakers make their broadest swing so far to hit this year’s annual growth target of about 5%. in its second attempt to establish a dispute panel at the World Trade Organization to review whether subsidies from the Inflation Reduction Act unlawfully favor US goods over imports. officials told their Chinese counterparts to provide a full explanation of the recent stabbing death of a Japanese boy in southern China and deal with “untruthful and malicious” internet posts targeting Japan, as Tokyo stepped up pressure on Beijing to respond to the incident.Tuesday, Sept. 24:Wednesday, Sept. 25:Thursday, Sept. 26:Friday, Sept. 27:
