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Price · 180d
$176.42
Thesis
Albemarle is one of the largest lithium producers, supplying battery-grade compounds to electric-vehicle and storage markets. Its earnings are highly leveraged to the lithium price, which has been through a deep downturn.
Catalysts
- Recovery in lithium pricing from cyclical lows
- Capacity expansions and cost discipline
- EV and grid-storage demand growth