Supply conditions have also tightened significantly due to a mine closure in China, Zimbabwe’s export ban, and lower lithium inventories globally. Albemarle’s lithium division revenue surged 70%, driven by both higher prices and stronger sales volumes, showing improving momentum across the battery materials market.
Management remains disciplined on spending despite the rebound, which could help keep lithium supply constrained moving forward. With EV adoption and energy storage demand continuing to grow, Albemarle is once again becoming a key stock to watch in the battery and clean energy space.
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- poppii·05-08 09:52TOPNgl lithium feels alive again Who else thinks this squeeze can stick?1Report