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SQMActive

Will SQM report Q2 2026 total revenue above $1.3 billion?

Resolves August 31, 2026(57d)
IG: 0.48

Current Prediction

35%
Likely No
Model Agreement96%
Predictions9 runs
Last UpdatedApril 8, 2026

Why This Question Matters

Near-term revenue trajectory tests whether the lithium price recovery translates into actual financial improvement. Q2 is the first full quarter with 'significantly stronger' prices. Revenue above $1.3B would confirm the recovery is materializing; below would suggest volume/mix headwinds offset price gains.

REVENUE_DURABILITYNARRATIVE_REALITY_GAP

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 30%42%Aggregate: 35%
Individual Predictions(9 runs)
opusRun 1
40%

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

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
opusRun 2
42%

See prediction-context.md. Probability 0.42 based on analysis facts.

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
opusRun 3
38%

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

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
sonnetRun 1
35%

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

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
sonnetRun 2
38%

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

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
sonnetRun 3
33%

See prediction-context.md. Probability 0.33 based on analysis facts.

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
haikuRun 1
35%

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

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
haikuRun 2
32%

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

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b
haikuRun 3
30%

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

Key factor 1 for sqm-q2-2026-revenue-above-1-3bKey factor 2 for sqm-q2-2026-revenue-above-1-3bKey factor 3 for sqm-q2-2026-revenue-above-1-3b

Resolution Criteria

Resolves YES if SQM reports Q2 2026 total revenue exceeding $1.3 billion. Resolves NO if revenue is $1.3 billion or below.

Resolution Source

SQM Q2 2026 earnings release

Source Trigger

Q1 2026 lithium prices significantly stronger than Q4 2025's ~$10/kg. Q2 is first full quarter to capture recovery.

gravy-gaugeREVENUE_DURABILITYMEDIUM
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