🔹 Revenue: $1.33B (Est. $1.22B) 🟢
🔹 Adj EPS: $0.11 (Est. -$0.78) 🟢
FY Outlook
🔹 CapEx Outlook: Now $650M–$700M; REDUCED
🔹 Maintaining full-year earnings scenario assumptions at $9/kg lithium pricing, contingent on current market prices persisting
Strategic Commentary
🔸 “Another quarter of resilience despite lithium price headwinds.”
🔸 “We’re seeing continued long-term demand growth for lithium across EVs and energy storage.”
🔸 “We remain focused on capital discipline and optimizing operations amidst a volatile pricing environment.”