Flowvium

Unternehmensvergleich

Seitenweise Analyse von Lieferkettenposition, institutionellen Signalen und Nachrichten-Lückenwerten.

VS

Marktkapitalisierung

MittelvsGroß

Ketten-Rolle

suppliervssupplier

Lückenwert

95vs71

IB-Aktivität

92vs80

Umsatzmix-Vergleich

ALB
FCX
ALB

Albemarle Corporation

ALB · ev-battery

supplierMittel ($1B+)
Vollständiges Profil

Über

Albemarle 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.

Gegründet

1887

Mitarbeiter

9,000+

Hauptsitz

Charlotte, North Carolina, USA

Umsatz

$6.2B

Energy Storage (Lithium)68%
Specialties (Bromine)20%
Ketjen (Catalysts)12%

News-Gap-Signal

Lückenwert (Stille = Signal)95
IB-Aktivitätswert92
Medienabdeckungswert8

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$25M

BlackRock

2024-08-13

reducing$10M

BlackRock

2024-08-13

reducing$8M

BlackRock

2024-08-13

Kaskadenmuster

EV / Battery

Rolle: late mover· 3-7 trading days

Energy Transition

Rolle: late mover· 3-7 trading days

Materials / Critical Minerals

Rolle: leader· 0 (trigger)

Schlüsselbeziehungen

300750.SZ· CATL (Contemporary Amperex Technology)
customer
6752.T· Panasonic Energy (Panasonic Holdings)
customer
373220.KS· LG Energy Solution
customer
TSLA· Tesla, Inc.
customer
1211.HK· BYD Company
customer
FCX

Freeport-McMoRan Inc.

FCX · materials

supplierGroß ($10B+)
Vollständiges Profil

Über

Freeport-McMoRan is the world's largest publicly traded copper producer, operating major mines in Arizona, Peru, Chile, and Indonesia including the massive Grasberg underground mine.

Gegründet

1912

Mitarbeiter

27,000+

Hauptsitz

Phoenix, Arizona, USA

Umsatz

$23.9B

North America Copper30%
South America Copper18%
Indonesia (Grasberg)42%
Molybdenum & Other10%

News-Gap-Signal

Lückenwert (Stille = Signal)71
IB-Aktivitätswert80
Medienabdeckungswert26

IB-Aktivität: HIGH

Institutionelle Signale

accumulating$94M

BlackRock

2024-08-13

accumulating$54M

BlackRock

2024-08-13

accumulating$79M

BlackRock

2024-08-13

Kaskadenmuster

Materials / Critical Minerals

Rolle: first follower· 1-3 trading days

Schlüsselbeziehungen

NEM· Newmont Corporation
competitor
NUE· Nucor Corporation
customer
APD· Air Products and Chemicals, Inc.
partner

Beliebte Vergleiche

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