Albemarle Corporation
ALBsupplierAlbemarle is the world's largest lithium producer, operating brine extraction in Chile and hard-rock mines in Australia. As the upstream foundation of the entire EV battery supply chain, its production capacity and pricing directly impact the cost and availability of electric vehicles globally.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($6.2B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
High-purity lithium hydroxide for NMC cathodes
Lithium carbonate for LFP cathodes and other chemistries
Flame retardants and industrial bromine compounds
Refinery catalysts for petroleum processing
Lithium for glass, ceramics, and grease applications
Lieferkettenbeziehungen
Wichtige Kunden
Lithium hydroxide and carbonate
Auswirkung: $1B+ — major customer
Battery-grade lithium
Auswirkung: $500M+
Lithium compounds
Auswirkung: $500M+
Lithium supply agreements
Auswirkung: $300M+
Lithium compounds
Auswirkung: $400M+
Makro- und Marktkontext
리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
Nächste Katalysatoren
Lieferketten-Probleme
탄산리튬 $11/kg 근방에서 BlackRock·Vanguard 비중 확대 13F 신규 포착. 2026H2 반등 기대.
환경 규제 강화로 칠레 정부 추출 허가 조건 강화. 2026년 생산 목표치 10% 하향 조정.
Institutionelle Signale
| Institution | Aktion | Wert | Quartal | Einreichungsdatum |
|---|---|---|---|---|
| BlackRock | accumulating | $25M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $455K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $27M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $111M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $322M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $257M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $13M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $37M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $19M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $20M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $77M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $585K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $14K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $13M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $35M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $93M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $4M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $12M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $1.9B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $807M | 2025.12 | 2026-02-13↑ |
| Wellington Management | reducing | $2M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $1M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $6M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $5M | 2025.12 | 2026-02-17↑ |
Institutioneller Besitz
13F Basis · Q4 2025| Institution | Änderung | Beteiligung % | Vorquartal | Aktien | Wert | SEC |
|---|---|---|---|---|---|---|
| Point72 | Neue Position | 6.80% | — | 7.9M Aktien | $480M | 13F |
| Millennium | Erhöht | 4.60% | — | 5.3M Aktien | $320M | 13F |
| Citadel | Erhöht | 2.90% | — | 3.3M Aktien | $200M | 13F |
| Dragoneer | Neue Position | 2.10% | — | 2.5M Aktien | $150M | 13F |
Aktuelle Nachrichten
KI-Analyse
Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Albemarle Corporation.
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Unternehmensinformationen
Nachrichtenlücken-Score
Institutionelle Aktivität
92
Medien-Score
8
Kaskadenposition
Rolle in der Kaskade
late mover
Typische Verzögerung
3-7 trading days
Lithium miners react with a lag as the market reassesses battery-cell production rates and upstream material demand.
Vollständige Kaskade anzeigenSektorübersicht — EV / 배터리
Sektornachrichten리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
Hauptthemen
- •리튬 가격 52주 저점 — 과잉공급에도 기관은 ALB 집중 매집
- •BYD 가격 전쟁 → 서방 완성차 원가 압박 심화
- •ESS(에너지 저장장치) 수요 급증으로 리튬 중기 회복 전망
Nächste Katalysatoren
- ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
- ◆Tesla 배터리 데이 2026