Flowvium

기업 비교

공급망 포지션, 기관 신호, 뉴스 갭 스코어를 나란히 비교합니다.

VS

시가총액 구간

중형vs대형

체인 역할

suppliervssupplier

갭 스코어

95vs71

IB 활동

92vs80

매출 구성 비교

ALB
FCX
ALB

Albemarle Corporation

ALB · ev-battery

supplier중형 ($1B+)
전체 프로필

소개

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.

설립

1887

직원 수

9,000+

본사

Charlotte, North Carolina, USA

매출

$6.2B

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

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)95
IB 활동 점수92
미디어 커버리지 점수8

IB 활동: HIGH

기관 신호

accumulating$25M

BlackRock

2024-08-13

reducing$10M

BlackRock

2024-08-13

reducing$8M

BlackRock

2024-08-13

캐스케이드 패턴

EV / Battery

역할: late mover· 3-7 trading days

Energy Transition

역할: late mover· 3-7 trading days

Materials / Critical Minerals

역할: leader· 0 (trigger)

핵심 관계

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

supplier대형 ($10B+)
전체 프로필

소개

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.

설립

1912

직원 수

27,000+

본사

Phoenix, Arizona, USA

매출

$23.9B

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

뉴스 갭 신호

갭 스코어 (침묵 = 시그널)71
IB 활동 점수80
미디어 커버리지 점수26

IB 활동: HIGH

기관 신호

accumulating$94M

BlackRock

2024-08-13

accumulating$54M

BlackRock

2024-08-13

accumulating$79M

BlackRock

2024-08-13

캐스케이드 패턴

Materials / Critical Minerals

역할: first follower· 1-3 trading days

핵심 관계

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

인기 비교

NVDA vs AMDTSLA vs RIVNV vs MAALB vs FCXLMT vs RTXLLY vs NVOMSFT vs GOOGLSMCI vs DELLMU vs KLACCOIN vs MSTR