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SQMActive

Will Tianqi Lithium's ownership of SQM fall below 18% by year-end 2026?

Resolves January 31, 2027(297d)
IG: 0.64

Current Prediction

32%
Likely No
Model Agreement96%
Predictions9 runs
Last UpdatedApril 8, 2026

Why This Question Matters

Tianqi Lithium's ~22% stake with active selling (~3M shares filed) creates persistent overhang identified by three lenses. If Tianqi drops below 18%, it signals accelerated exit that increases near-term pressure but reduces long-term overhang. The pace of reduction tests whether Tianqi's financial pressures or lithium market views are driving the selling.

GOVERNANCE_ALIGNMENTNARRATIVE_REALITY_GAP

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 28%40%Aggregate: 32%
Individual Predictions(9 runs)
opusRun 1
35%

See prediction-context.md. Probability 0.35 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
opusRun 2
40%

See prediction-context.md. Probability 0.4 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
opusRun 3
38%

See prediction-context.md. Probability 0.38 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
sonnetRun 1
32%

See prediction-context.md. Probability 0.32 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
sonnetRun 2
35%

See prediction-context.md. Probability 0.35 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
sonnetRun 3
30%

See prediction-context.md. Probability 0.3 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
haikuRun 1
30%

See prediction-context.md. Probability 0.3 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
haikuRun 2
28%

See prediction-context.md. Probability 0.28 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct
haikuRun 3
32%

See prediction-context.md. Probability 0.32 based on analysis facts.

Key factor 1 for sqm-2026-tianqi-below-18pctKey factor 2 for sqm-2026-tianqi-below-18pctKey factor 3 for sqm-2026-tianqi-below-18pct

Resolution Criteria

Resolves YES if Tianqi Lithium's beneficial ownership of SQM falls below 18% as reported in SEC filings or Chilean regulatory disclosures by December 31, 2026. Resolves NO if ownership remains at 18% or above.

Resolution Source

SEC 13G/13D amendments or Chilean market regulatory filings

Source Trigger

Tianqi ~22% ownership with ~3M shares filed for sale creates persistent overhang. Chilean law prohibits buybacks.

insider-investigatorGOVERNANCE_ALIGNMENTMEDIUM
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