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.
उत्पाद और राजस्व
उत्पाद राजस्व हिस्सा
राजस्व विवरण ($6.2B)
स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)
सेगमेंट संरचना और प्रमुख ग्राहक
उत्पाद विवरण
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
आपूर्ति श्रृंखला संबंध
प्रमुख ग्राहक
Lithium hydroxide and carbonate
प्रभाव: $1B+ — major customer
Battery-grade lithium
प्रभाव: $500M+
Lithium compounds
प्रभाव: $500M+
Lithium supply agreements
प्रभाव: $300M+
Lithium compounds
प्रभाव: $400M+
व्यापक एवं बाजार संदर्भ
리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
आगामी उत्प्रेरक
आपूर्ति श्रृंखला समस्याएं
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.
संस्थागत संकेत
| संस्था | कार्रवाई | मूल्य | तिमाही | फाइलिंग तिथि |
|---|---|---|---|---|
| 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↑ |
संस्थागत स्वामित्व
13F आधार · Q4 2025| संस्था | परिवर्तन | स्वामित्व % | पिछली तिमाही | शेयर | मूल्य | SEC |
|---|---|---|---|---|---|---|
| Point72 | नई स्थिति | 6.80% | — | 7.9M शेयर | $480M | 13F |
| Millennium | बढ़ाई गई | 4.60% | — | 5.3M शेयर | $320M | 13F |
| Citadel | बढ़ाई गई | 2.90% | — | 3.3M शेयर | $200M | 13F |
| Dragoneer | नई स्थिति | 2.10% | — | 2.5M शेयर | $150M | 13F |
ताज़ा खबर
AI विश्लेषण
Albemarle Corporation का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।
संबंधित मैक्रो थीम
सभी थीम देखेंSovereign Wealth & State Capitalism
Norway's $1.7T GPFG, Saudi Arabia's PIF, and China's CIC don't just invest — they shape industrial policy across continents. Understanding their flows reveals where governments think the next decade is heading.
कंपनी जानकारी
न्यूज़ गैप स्कोर
संस्थागत गतिविधि
92
मीडिया स्कोर
8
कैस्केड स्थिति
कैस्केड में भूमिका
late mover
सामान्य देरी
3-7 trading days
Lithium miners react with a lag as the market reassesses battery-cell production rates and upstream material demand.
पूरा कैस्केड देखेंक्षेत्र अवलोकन — EV / 배터리
क्षेत्र समाचार리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
मुख्य विषय
- •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
आगामी उत्प्रेरक
- ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
- ◆Tesla 배터리 데이 2026