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Albemarle Corporation

ALBsupplier

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.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($6.2B)

Datos estáticos (cargando finanzas en tiempo real…)

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

Composición de segmentos y clientes principales

Detalles del producto

Battery-Grade Lithium Hydroxide42%

High-purity lithium hydroxide for NMC cathodes

Battery-Grade Lithium Carbonate28%

Lithium carbonate for LFP cathodes and other chemistries

Bromine Specialties18%

Flame retardants and industrial bromine compounds

Catalysts8%

Refinery catalysts for petroleum processing

Technical-Grade Lithium4%

Lithium for glass, ceramics, and grease applications

Relaciones en la Cadena de Suministro

Clientes Clave

CATL (Contemporary Amperex Technology)

Lithium hydroxide and carbonate

Impacto: $1B+ — major customer

Panasonic Energy (Panasonic Holdings)

Battery-grade lithium

Impacto: $500M+

LG Energy Solution

Lithium compounds

Impacto: $500M+

Tesla, Inc.

Lithium supply agreements

Impacto: $300M+

BYD Company

Lithium compounds

Impacto: $400M+

Contexto macro y de mercado

EV / 배터리Noticias del sector

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Próximos catalizadores

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

Problemas de cadena de suministro

★ 기회리튬 현물가 바닥 신호 — 기관 매집 포착
2026-04

탄산리튬 $11/kg 근방에서 BlackRock·Vanguard 비중 확대 13F 신규 포착. 2026H2 반등 기대.

⚠ 공급 차질칠레 아타카마 염호 생산량 축소
2026-03

환경 규제 강화로 칠레 정부 추출 허가 조건 강화. 2026년 생산 목표치 10% 하향 조정.

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
BlackRockaccumulating$25M2024.062024-08-13↑
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$455K2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$27M2024.062024-08-13↑
BlackRockaccumulating$111M2024.062024-08-13↑
BlackRockaccumulating$322M2024.062024-08-13↑
BlackRockaccumulating$257M2024.062024-08-13↑
BlackRockaccumulating$13M2024.062024-08-13↑
BlackRockaccumulating$37M2024.062024-08-13↑
BlackRockaccumulating$19M2024.062024-08-13↑
BlackRockaccumulating$20M2024.062024-08-13↑
BlackRockaccumulating$77M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$585K2024.062024-08-13↓
BlackRockreducing$14K2024.062024-08-13↓
BlackRockaccumulating$13M2024.062024-08-13↑
Vanguard Groupaccumulating$35M2025.122026-01-29↑
Vanguard Groupaccumulating$93M2025.122026-01-29↑
Vanguard Groupreducing$4M2025.122026-01-29↓
Vanguard Groupreducing$12M2025.122026-01-29↓
Vanguard Groupaccumulating$1.9B2025.122026-01-29↑
State Streetaccumulating$807M2025.122026-02-13↑
Wellington Managementreducing$2M2025.122026-02-17↓
Wellington Managementreducing$1M2025.122026-02-17↓
FMR (Fidelity)accumulating$6M2025.122026-02-17↑
FMR (Fidelity)accumulating$5M2025.122026-02-17↑

Propiedad institucional

Base 13F · Q4 2025
InstituciónCambio% participaciónTrim. anteriorAccionesValorSEC
Point72Nueva posición6.80%—7.9M acciones$480M13F
MillenniumAumentada4.60%—5.3M acciones$320M13F
CitadelAumentada2.90%—3.3M acciones$200M13F
DragoneerNueva posición2.10%—2.5M acciones$150M13F
Participación total rastreada: 16.40%Valor total: $1,150MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

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Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Albemarle Corporation impulsado por IA.

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Información de la Empresa

Sede Central

Charlotte, North Carolina, USA

Fundación

1887

Empleados

9,000+

Sitio Web

albemarle.com

Puntuación de Brecha Informativa

Puntuación de Brecha95
Brecha BajaBrecha Alta

Actividad Institucional

92

Puntuación de Medios

8

Posición en Cascada

Rol en la Cascada

late mover

Retraso Típico

3-7 trading days

Lithium miners react with a lag as the market reassesses battery-cell production rates and upstream material demand.

Ver Cascada Completa

Estado del sector — EV / 배터리

Noticias del sector

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Temas clave

  • •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

Próximos catalizadores

  • ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
  • ◆Tesla 배터리 데이 2026