BEIJING, May 19, 2026 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“ Beike ” or the “ Company ”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the first quarter ended March 31, 2026.

Costs for solar panels are expected to drop another 30% in the coming decade, helping the tech cement its lead in energy markets.

The world’s top soybean producer Brazil is processing record amounts of the crop, but a delay in the country’s plans to boost local demand through biofuel mandates has resulted in an excess of cheap soy oil supplies being shipped overseas. While soy oil futures in Chicago have climbed almost 56% this year, prices in Brazilian ports have moved much slower. A discount for soy oil in Brazil’s key port of Paranaguá is now the widest since 2023, according to data by Commodity3. The low cost has helped push Brazil’s soy oil exports up 47% this year through April, to the second highest volume for the period in the past two decades. Soy oil is used in most of Brazil’s biodiesel production, but expectations that the country would raise a mandatory blending mandate by March were frustrated. Currently, Brazil blends 15% of biodiesel in diesel, and an increase to 16% is pending technical tests . Similar to neighbor Argentina that’s also seen wide soy oil discounts, soybeans supplies in Brazil are abundant as the nation is harvesting a record crop . That’s keeping crushing activity intense, with processors now focusing on vegetable oil exports into markets such as India, Bangladesh and North Africa. “There is plenty supply of feedstock,” said João Paes de Almeida , founder of senior advisory company J.Pacta. Without a higher biodiesel mandate, “Brazil’s largest agricultural sector that is soy will continue to price its product under the Chicago benchmark,” he added. Read More: Biofuel Boom Shatters Longheld Link Between Soy and Palm Oil

Igor Borisenko/iStock via Getty Images A sign of the times: The Next Era-Dominion merger combines two very large and powerful utilities into one mega-utility, circling a $400 billion enterprise value. The scaling of infrastructure idea has come to energy in a new and unexpected way. The deal value itself is $67 billion in an all-stock merger. The Northern Virginia data center market is without a doubt a prize. In an earnings presentation on May 1, Dominion Energy, Inc. ( D ) noted 51GW of contracted data center capacity through its Dominion Energy Virginia in March of 2026, up 2.5GW since December, a nontrivial and reasonable amount. Interestingly, this is 3X the gigawatts of less than three years ago. Data center capacity (Dominion Energy) Parts of Dominion's territory—Florida, South Carolina, and North Carolina—are also growth states, with hefty commercial customers as well. Dominion's stock, D, was up nearly 10% on the news, and NextEra's was down ~5%, which is typical of the acquirer-acquired dynamic. The combined companies will be under the NEE ticker of NextEra Energy, Inc. ( NEE ). This is definitely the next era and really sort of mammoth. NextEra had been telegraphing their outsized plans for some time. Growth drivers timeline (NextEra Energy) Add in NextEra’s data center load opportunity set, and the numbers are considerable. However, not all of this will get built. Regardless, it is new demand and implied growth. Large-load demand (NextEra Energy) Hub pipeline chart (NextEra Energy ) From an S&P power 2026 update regarding demand in some key markets, the power play by the NextEra-Dominion overlays well with a diversified energy mix and what’s in demand ahead. Much of the solar generation in the near term is owing to that which has been in process. A large amount of solar capacity is to hit the U.S., owing to past incentives. But solar stands on its own too in places and cases I have seen. However, firm power is valuable now, with combined-cycle gas import...

Holding a flashcard for chemistry or further maths fills me with a unique kind of horror. Does anyone really understand this? There’s a chart doing the rounds on social media, ranking philosophers by how punk they are. Hobbes and Heidegger, it says, are “basically a cop”; while for Dionysius the Renegade, Marx and Parmenides, it declares: “They’re not punk, punk is them.” I have no way of knowing how true this is, or whether Žižek belongs so close to Engels, for example. To memorise this list would be beyond useless, like retaining the instructions for a plane you have neither licence for nor any reasonable prospect of flying. Yet, here I am, trying to memorise it; because it’s A-level season, and there is no state more howlingly impotent than trying to be supportive to people who are marching headlong into a knowledge inferno. If someone had told you when they were tiny that, one day, you’d wave them cheerfully off as they went to scale an ice wall, and you had no idea what the conditions would be like, nor any clue whether that was the right kind of pick, and only the dimmest sense of their skill level, you’d say: “No, I will find a better way. I will scale the ice wall myself, and if I perish, so be it.” And yet, here we are; there isn’t a plan B. Continue reading...

The Abstract Expressionist's Number 7A, 1948 painting is now his most expensive artwork ever sold at auction.

泽宇智能公告，股东浙江汇盟创业投资合伙企业（有限合伙）拟通过询价转让方式转让1061.17万股，占公司总股本的2.62%。本次转让不通过集中竞价交易或大宗交易方式进行，受让方受让股份后6个月内不得转让。

Natali_Mis/iStock via Getty Images Amesite ( AMST ) secured a new enterprise customer representing an approximately 2,700-patient census—its largest deployment to date and a major milestone in validating its enterprise strategy, sending shares rallying in premarket trading on Tuesday. The customer will deploy NurseMagic AI documentation across its workforce to streamline workflows, integrate their EMR, and integrate with their electronic visit verification workflow. The deployment is expected to significantly reduce the administrative burden that currently consumes up to 16 hours per caregiver per week, the company said. Shares of Amesite ( AMST ) surged 250% at press time, as the AI software company looks to disrupt the $1.5T non-acute healthcare sector. More on Amesite Historical earnings data for Amesite Financial information for Amesite

VanderWolf-Images/iStock Editorial via Getty Images I mark a Strong Buy rating on International Seaways ( INSW ) stock as Wall Street values it as a highly leveraged cyclical and misses its possible shift to a zero-net-debt cash-compounding infrastructure asset, in my opinion. In my stance, Wall Street may be incorrectly assuming that a Strait of Hormuz reopening can permanently collapse rates. However, instead of that, it may possibly trigger a huge ton-mile bullwhip and severe Asian discharge congestion that can highly tighten vessel supply. Over this catalyst, International Seaways is standing to take advantage through its 82% spot market exposure . Moreover, International Seaways's 100% acquisition of the Tankers International pool provides a proprietary data edge and is enabling cross-segment arbitrage, like trading clean LR1s in dirty crude markets. However, the major risks to this thesis include a psychological reopening saddle (a temporary spot rate collapse immediately following a stable ceasefire) and the constraints of its hard 85% dividend payout policy that limits the cash hoarding required for forward VLCC fleet renewals and increases forward dependence on debt markets. What Can Take International Seaways Stock Price Higher? In my opinion, the consensus view is that when the Strait of Hormuz reopens and the US/Israel/Iran hostilities normalize, the 15 million bpd of disrupted crude will flood the market, easing supply issues and causing tanker spot rates to drop permanently. But in my stance, a Hormuz reopening may trigger a large logistical bullwhip effect that may actually tighten effective vessel supply in the mid-term. To expand more here, currently, massive volumes of oil are trapped/being rerouted. When the strait opens, a wave of laden VLCCs and Suezmaxes may, at the same time, rush toward the primary demand sink that is Asia. This synchronized armada may hit Asian discharge ports and may be creating huge port congestion. As per International Se...

KanawatTH/iStock via Getty Images They often say buy low when others are fearful, and sell when everyone's being greedy. However, we've seen a whole new market dynamic recently, as every dip gets bought aggressively, even as the market trades around ATHs. These are fascinating times, as very few market participants appear concerned, and many do appear quite greedy. The recent FOMO has been extremely explosive, especially in several of the high-quality tech stocks, now dominating the stock universe. Even Goldman Sachs ( GS ) has come out publicly, warning that the massive recent stock market rally is really just one big "AI-trade. " 85% of the S&P 500's "SPX" ( SP500 ) gains this year have been AI-related, and the "rest" of the SPX has only returned about 3%. The extremely concentrated nature of the stock market rally has become concerning, as any weakness in the top performing names could equate to considerable downside in broader market averages, which could also drag down most of the market down simultaneously. Despite the massive upside in many AI-related stocks recently and the SPX moving over 7,500 briefly, Goldman is keeping its year-end SPX target at 7,600. This dynamic implies that there is an increased risk for volatility to increase in the near term, and generally, there may be relatively limited upside for the rest of 2026. Another interesting element is that hedge funds have been r educing Mag 7 positions substantially in recent weeks. I've also become more cautious on the recent rally, as I noted that it's not different this time , in a recent article. While the initial moves in the rally were due to the market being overly bearish in March, the recent moves appear increasingly more volatile, suggesting increasing retail investor buying and extreme FOMO. SOXX 1-Year Chart SOXX (Stock Charts ) For instance, look at the semiconductor index/ETF ( SOXX ), as it may be the brightest example of markets gone wild today. Even if we disregard the mounting negati...

PhonlamaiPhoto/iStock via Getty Images Thesis Cerebras Systems Inc. ( CBRS ) provides a compelling investment opportunity as a speculative AI hardware company, in part due to its alignment with what I believe is an impending paradigm shift that is currently underestimated by most investors: Once AI models reach a certain level of intelligence, then the speed at which they operate could potentially become more relevant than their incremental increase in "intelligence". This statement appears counter-intuitive. During the past few years, the AI space has primarily been driven by model intelligence (i.e., bigger models, more parameters, larger context windows, better benchmarks, more dramatic demonstrations of reasoning) and this has led to a well-developed investor community of people asking one primary question: Who has the smartest model? However, the next generation of AI may be different. It is increasingly believed that once a model reaches a sufficient level of "intelligence" to perform a task, then the limiting factor is no longer whether the model can provide a correct response; but rather how quickly it can process information, react/respond to new input, generate and evaluate revised responses, access tools such as other models or databases, execute code, self-evaluate its own results, and/or transition to the next task. Cerebras’s Nasdaq-listing (Cerebras) The Key Insight: AI Has An IQ Threshold For Vast Majority of Workloads The competitive edge of the fastest AI technology will ultimately come down to how much better it performs at getting things done quickly. After a certain model IQ threshold, it simply does not matter how much smarter the model gets for a vast majority of workloads There are also other ways in which AI does not simply compete based upon how smart it is. In addition to being smart, AI competes on how interactive it is. This idea represents an increasingly significant component of the overall Cerebras narrative. The marketplace currently...

长三角不是一个城市的孤军突进，而是三省一市在同一条产业链里的分工、竞争和协同。 2026年一季度，全球新船订单继续向中国集中：中国船厂拿下约七成订单，韩国只剩约两成。 大型邮轮这个曾被欧洲船厂长期垄断的领域，也被中国撕开了口子：“爱达·魔都号”已经交付运营，“爱达·花城号”计划在2026年11月交付。 干线客机市场里，波音和空客之外，C919已经进入三大航商业运营体系，虽然距离真正撼动双寡头还有距离，但第三个玩家已经上桌。 汽车行业同样在变：欧美车企在中国市场承压，中国新能源车则成批驶向海外。 这些变化看似发生在船舶、邮轮、飞机、汽车四个行业，背后却都能看到长三角的身影。 如果说过去的长三角，是中国制造的超级工厂；那么今天的长三角，正在挑战的，是全球高端制造业最难啃的几块骨头。 01 2021年5月，江苏无锡。 沪苏浙皖四地的工（经）信部门负责人坐在一张桌前，签下了一份文件——《长三角产业链补链固链强链行动合作协议》。 这份文件的诞生背景，是当年中央关于长三角一体化的重要部署——“自主可控、安全高效”被写进了产业链供应链的目标里。换句话说，国家给长三角的命题不再只是“GDP第一”，而是“产业链能不能在关键时刻不被卡脖子”。 过去几十年，上海有上海的强，苏州有苏州的强，宁波有宁波的强。 每片强项各自长大、互相竞争、偶尔重复建设。同一条产业链上的关键环节，可能在三个不同城市各搞一遍——你建一个集成电路园，我也建一个；你引一家新能源车整车厂，我也引一家。 这份2021年的协议改变了这件事。 它把民用大飞机、船舶海工、新能源汽车、集成电路、生物医药、人工智能这些重点产业列出来，给每条产业链画了一张跨省的图——哪个城市做哪一段、哪一段是断的、谁去补哪一段。 五年过去了。 五年里，这张图从纸面变成了一套实际运转的机制：跨省合作协议一个接一个签订；集成电路、生物医药、新能源汽车、人工智能四大产业链联盟先后揭牌；区域协同攻关体系在重点产业落地。 到2025年，全国80个国家级先进制造业集群里，长三角占了将近1/3，也正是在这五年里，长三角悄悄从“中国制造业最强的几个省份”，变成了一种新的东西。 它开始作为一个整体——一种产业组织方式——出现在全球产业版图的另一端。 韩国造船业，最早感受到了这件事。 02 造船业里，最难造的船是LNG运输船。 液化天然气需要在零下163℃的低温下储运...

财联社5月19日讯（编辑 杨斌） 在连续多日低迷后，今日REITs市场绝地反弹，中证REITs全收益指数大涨2.37%，创年内最大单日涨幅。而从领涨的项目看，多为指数的权重成分券。 昨日盘后，首批4只中证REITs全收益指数基金产品上报。业内认为，在市场情绪低迷之时，指数基金带来增量资金的预期提振了市场情绪。据机构测算，叠加债基的资金，年内获批的指数基金有望为REITs市场带来近百亿增量资金。 REITs市场创年内最大单日涨幅 4月中旬起，REITs市场连续阴跌，中证REITs全收益指数于上周五跌破了1000点，创年内新低。 中金公司固收研究团队认为，基于10年国债收益率接近重要阻力位1.74%区域以及一季报披露后的兑现，交易盘选择了止盈。由于利率进一步大幅下行预期不高，以及对后续商业不动产REITs集中供给担忧，资金配置REITs的意愿也有所减弱。 5月19-21日，中金唯品会商业REIT、中信建投首农商业REIT、国泰海通砂之船商业REIT及汇添富上海地产商业REIT等首批四只商业不动产REITs集中进行网下询价，拟募集资金预计超过186亿元。 此外，REITs新发供给持续上量。作为全新的资产类型，长城华能燃煤发电REIT和华夏华润电力燃煤发电REIT等两单燃煤发电能源基础设施REITs获得交易所受理。中核汇能新能源REIT发布发售公告、厦门安居REIT发布向特定对象发售基金份额发售情况报告书。 不过，今日REITs市场迎来绝地反弹。中证REITs指数大涨2.37%，创年内最大单日涨幅，并重回1000点上方。具体来看，已上市的81单公募REITs项目今日全部收涨，单日涨幅最高5%。涨幅居前的项目中，多已规模较大的收费公路、产业园区项目为主。 图：今日涨幅居前的REITs项目 （资料来源：Choice数据，财联社整理） 业内REITs分析师指出，今日涨幅居前的REITs的多为成交活跃的项目，市场大涨或与首批中证REITs全收益指数基金申报的消息有关。 首批REITs指数基金申报，年内市场或迎百亿增量资金 5月18日，据证监会官网，易方达基金、华夏基金、南方基金、中金基金等4家基金公司上报了中证REITs全收益指数证券投资基金产品。 去年年底，证监会发布《关于推动不动产投资信托基金（REITs）市场高质量发展有关工作的通知》，其中就提到要丰富覆盖REITs的指数体系...

港股反彈逾100點，但未企穩25,800點收市。 港股連跌兩日後有反彈。大市略為高開後反覆向好。收復50天線。全日上升122點，報25,797點，成交2,721億元。 Blue Water Capital首席投資官李澤銘說：「始終中東方面局勢未有緩和，油價長期維持在高位。通脹憂慮，看到很明顯環球國債息率上升中，同時減息預期進一步降低。所以短期反彈幅度受限的，所以上望到26,000點左右會有較有明顯的阻力。」 科網股普偏向好，支撐大市。阿里巴巴、騰訊和美團，上升百分之1至2。 油價持續強勢，中海油升近百分之3。網上醫療股受壓，阿里健康和京東健康，下跌百分之2至4。 個別汽車股未止跌，理想汽車跌百分之4，連跌三日。小鵬見一年低位。 資金炒作腦機接口概念，腦動極光上升三成四。大模型概念股受壓，智譜跌百分之9，曾經跌穿1,000元關口。 渣打為業務制訂中期目標，股價重上200元。

港股反彈逾100點，但未企穩25,800點收市。 港股連跌兩日後有反彈。大市略為高開後反覆向好。收復50天線。全日上升122點，報25,797點，成交2,721億元。 Blue Water Capital首席投資官李澤銘說：「始終中東方面局勢未有緩和，油價長期維持在高位。通脹憂慮，看到很明顯環球國債息率上升中，同時減息預期進一步降低。所以短期反彈幅度受限的，所以上望到26,000點左右會有較有明顯的阻力。」 科網股普偏向好，支撐大市。阿里巴巴、騰訊和美團，上升百分之1至2。 油價持續強勢，中海油升近百分之3。網上醫療股受壓，阿里健康和京東健康，下跌百分之2至4。 個別汽車股未止跌，理想汽車跌百分之4，連跌三日。小鵬見一年低位。 資金炒作腦機接口概念，腦動極光上升三成四。大模型概念股受壓，智譜跌百分之9，曾經跌穿1,000元關口。 渣打為業務制訂中期目標，股價重上200元。

Russian President Vladimir Putin meets with China's President Xi Jinping at the Kremlin in Moscow on March 21, 2023. Alexey Maishev | Afp | Getty Images As Russian President Vladimir Putin travels to China, Moscow's leader will be keen not only to bolster ties with Beijing but also to extract key wins in areas of trade and energy. Putin's two-day trip to Beijing comes hot on the heels of his U.S. counterpart Donald Trump's state visit, which saw the White House boast diplomatic and trade wins. The Russian president now heads to Beijing with the hope of reaffirming and reinforcing already close ties with China. CNBC looks at the three key areas where Russia's leader would like to deepen ties and extract concrete pledges: Geopolitical ties It's no accident that Putin's arrival comes just days after Trump concluded his state visit to Beijing, Ed Price, senior non-resident fellow at New York University, told CNBC Tuesday. Putin is likely sending "a reminder to Americans that, yes, you can come and visit China as much as you like but Russia is closer, and friendlier than you," he said. Putin and Xi have developed close relations for more than a decade and the Russian president will want to reassert Russia's position as China's closest geopolitical ally, Price added. Price said Putin will also be seeking China's diplomatic backing with regard to the Ukraine war, a conflict Beijing has tolerated if not openly endorsed. "As long as President Putin has territorial ambitions in his West, which is Ukraine, he must have diplomatic success in his East, which is China," he added. "That's another way of saying that President Putin is playing a long game, a long game for the Russian state, in which he's bringing China as close as possible, while he is dealing with what he sees as a threat, which is NATO in Eastern Europe." watch now VIDEO 3:37 03:37 Why Putin needs a diplomatic win in the East amid territorial ambitions The China Connection One potentially awkward talking point, ho...

Cuban President Miguel Diaz-Canel and U.S. President Donald Trump. Sergey Bobylev | Nathan Howard | Reuters Cuban President Miguel Díaz-Canel on Tuesday condemned U.S. sanctions on the country as "immoral, illegal, and criminal," lashing out at prolonged economic pressure on the communist-run island as tensions escalate . In a social media post on X, Díaz-Canel said the fuel-starved nation would "continue to denounce, in the firmest and most energetic way possible, the genocidal siege that seeks to strangle our people." Cuba's president singled out President Donald Trump 's executive order that threatens third parties from selling oil to Havana with tariffs, as well as U.S. measures that seek to penalize companies that may want to invest in the country or provide it with basic goods. His comments come after a fresh wave of U.S. sanctions and amid mounting speculation that the U.S. could carry out military strikes against Cuba. The U.S. government on Monday imposed sanctions on 11 Cuban officials and its main intelligence agency. The move forms part of a broader pressure campaign that has included efforts to implement an oil blockade on the island since January, shortly after its ally and a key provider of oil, Venezuelan President Nicolás Maduro , was seized in an audacious military operation . Read more Cuba says oil and diesel supplies have run dry under U.S. sanctions CIA chief makes historic trip to Cuba as US blockade chokes island's energy supplies Cuba partially restores power and vows ‘unyielding resistance’ to U.S. oil blockade An Axios report on Sunday, citing classified intelligence, said Cuba had acquired more than 300 military drones from Russia and Iran and had recently began discussing plans to use them to attack U.S. targets. These targets reportedly included the U.S. base at Guantanamo Bay, U.S. military vessels and potentially Key West, roughly 90 miles north of Cuba. Cuba's Díaz-Canel said in a separate social media post on Monday that U.S. threat...

RiverFront Investment Group LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD MarketBeat

Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC MarketBeat

Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC MarketBeat

本港失業率保持平穩。 政府統計處公布，二至四月經季節性調整的失業率維持百分之3.7。失業人數增加2,600人，大約13.6萬人無工開。下跌主要為建造業。 就業不足率下跌0.1個百分點，至百分之1.6。就業不足的行業主要為地基及上蓋工程業，以及餐飲服務活動業。 勞工及福利局局長孫玉菡預期，本港強勁的經濟增長勢頭，應為整體勞動市場提供支持。政府會就地緣政治風險升溫，帶來的潛在影響保持警惕，並繼續密切留意相關發展。

近日，浙江联通宣布，2026年6月15日，浙江省中国联通3G网络全面退出服务。退出服务后，仅支持3G网络的终端设备，相关资费套餐及SIM卡无法正常使用（包括语音通话、数据上网等所有通信服务）。

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今天（5月19日）夜间至22日，广西降雨天气频繁，局地大暴雨或特大暴雨，并伴强对流，公众出行请留意交通安全，尽量避开强降雨和强对流时段，防范山洪、滑坡等次生灾害的发生。（央视新闻）

Soaring Smartphone Prices Kill Upgrade Demand In China Benzinga

图源：公众号「有三思 U Sense」） 2023年秋，杭州亚运会湖州赛区。于成龙手持亚运火炬跑过城市街巷，掌心传来的温度让他想起十四年前，那个没有暖气的冬天。 彼时他在河南安阳的一间出租屋里，裹着羽绒服改方案，手指冻得握不住笔。他在那个冬天起跑，完成了一场长达18年的迁徙：从连“VI”是什么意思都要查百度的广告新人，到亚奥理事会特聘专家；从地产广告公司年薪两万的驻场专员，到网络安全企业百万年薪的市场高管；从乙方执行到甲方操盘；从职业经理人再到国际赛事组委会成员…… “懂得切换”是于成龙的逆袭之道。他在广告业黄金期的尾声中入行，在航司市场化改革时转场，在网络安全上升期登顶，在国际赛事复苏期再出发。一位跨界者的职业生存史里，满载着时代的鼓声。 在地产广告的寒冬里，选择啃下基本功 ╱ 01 进入正规军，选择在4A体系里完成职业化重塑 ╱ 02 直面高压：选择在电商大促的硝烟中验证操盘能力 ╱ 03 选择暂停键，换取认知重启 ╱ 04 选择从乙方转向甲方，在航司体系里重建话语权 ╱ 05 选择民营航司的辅营赛道，在体制缝隙中寻找突破 ╱ 06 选择跨界网安，将赛事营销能力嫁接到B端市场 ╱ 07 选择创业再出发，从职业经理人到国际赛事操盘手 ╱ 08 尾声 ╱ 09 在地产广告的寒冬里，选择啃下基本功 年龄：23-26岁｜年薪：2-3万元 2008年，中国的广告业浮在一层金色雾气里。 北京奥运会带来的的商业浪潮、地产行业的极速扩张，以及互联网资本萌芽时的暗流，共同交织成了当时的行业背景。在新旧媒介交替的特殊节点，纸刊的油墨香还未散去，网端的像素光业已显形。 当时的甲级写字楼里，动辄上亿的策划案是高频谈资，从业者周旋于宏大辞令与光鲜的职业表象中，使得广告业在外界看来，更像是一个充满溢价与机会的“黄金行当”。 受到某种职业体面感的驱动，于成龙选择在那一年入行。他认为这是一份时髦且稳妥的工作。 入职第一天，同事让他“看一下VI”（全称Visual Identity, 即企业VI视觉设计，通译为视觉识别系统）。于成龙完全不知道这是什么意思——类似窘境接连发生，他只能用百度恶补到凌晨三点。“很多广告相关内容我完全搞不懂，不知道该问什么，也不好意思问。” 好在前两个月，他沉下心，把Logo的构成逻辑、VI的规范体系、营销话术的拆解方法逐个啃透。这些当时看来枯燥的基本功，很快就在河南安...

DieterMeyrl/E+ via Getty Images Sociedad Química y Minera de Chile SA ( SQM ) is poised for significant growth in its first-quarter 2026 earnings, as a rebound in lithium prices lifts profitability after three difficult years for the battery materials sector. Visible Alpha consensus estimates point to SQM’s Q1 revenue rising 62% year-on-year to $1.7 billion, driven by a recovery in the company’s lithium business, which remains the dominant earnings engine for the Chilean producer. Revenue from lithium and lithium derivatives is forecast to surge 123% to $1.1 billion for the quarter, and account for more than 60% of group sales in fiscal 2026, as improving pricing conditions begin to reverse the steep declines seen across the global lithium market since late 2022. By contrast, SQM’s non-lithium businesses are expected to deliver more muted growth. The recovery comes as lithium markets stabilize following a prolonged period of oversupply that pressured prices and margins across the industry, affecting producers. Spot lithium carbonate prices have recovered materially in 2026, supported by significant supply deficits, surging demand for EVs, and energy storage. Analysts expect SQM’s average realized lithium price in Q1 to rise 85% year-on-year to $16,940 per ton, up from $11,125 in the previous quarter and $9,144 a year earlier. Lithium and derivative sales volumes, meanwhile, are expected to increase only modestly sequentially, to 67,000 tons from 66,000 tons in the fourth quarter, and 55,000 tons a year ago, highlighting the improvement in lithium earnings is being driven primarily by price rather than volume. The sharper pricing environment is expected to feed directly into the bottom line. Analysts forecast first-quarter net income to climb 182% year-on-year to $388 million, while diluted EPS is projected to reach $1.36, reflecting stronger lithium profitability and improved operating leverage as pricing recovers. The company is scheduled to report Q1 2026 earnings...

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