Key Takeaways The chemical industry faced weak demand in construction, autos and electronics amid inflation and tariffs.Soft demand in China and Europe, plus trade tariffs, continued to pressure chemical volumes in 2025.Chemical makers are cutting costs and improving efficiency to protect margins heading into 2026.The chemical industry has grappled with a demand slowdown in certain major markets, including consumer durables and building & construction, cautious spending by customers and pockets of inventory ...

摩根士丹利将美国雅保的目标价从58美元上调至147美元，评级从"减持"上调至"中性"。(格隆汇) ...

Key Takeaways ALB entered a C$5M pre-payment deal to acquire cesium oxide concentrate and offtake rights for Case Lake.Power Metals' Case Lake hosts near-surface, high-grade cesium, strengthening North America's supply chain.Albemarle's payments are staged- C$2M on execution and C$3M after environmental approval to mine.Albemarle Corporation (ALB) has entered into a cesium concentrate offtake agreement with Power Metals Corp. Under the agreement, ALB has agreed to a pre-payment of C$5 million to Power Metal ...

Headquartered in Charlotte, North Carolina, Albemarle Corporation (ALB) is a global supplier of energy storage and specialty chemical solutions. With a market capitalization of about $15.6 billion, Albemarle sits above the $10 billion threshold, holding “large-cap” stature. This scale allows the company to supply lithium compounds, bromine chemicals, catalysts, and advanced materials across batteries, mobility, clean fuels, electronics, pharmaceuticals, and industrial markets. More News from Barchart A ...

Market Overview - The lithium market is experiencing a recovery, currently trading around $13,500 per metric ton, which is a nearly 50% increase from intra-year lows and over 25% year-over-year, although still significantly below the $80,000 peak in 2022 [1] Demand Drivers - Electric vehicles (EVs) continue to be the primary source of lithium demand, but energy storage systems are emerging as the next major growth driver, with large-scale battery installations rapidly expanding [2] - Analysts predict that energy storage will outpace EV growth in 2026, particularly as EV markets in China mature and U.S. growth faces policy uncertainties [3] Energy Storage Systems - Energy storage systems vary from large utility-scale batteries to smaller grids that support homes and buildings, capable of operating independently during outages [4] - Integrated energy storage allows for the saving of excess supply to be utilized during peak demand times [5] Industry Outlook - Chinese lithium producers are optimistic about the emerging demand, with expectations for the global lithium market to reach balance by 2026 and 2027 due to rapid growth in energy storage installations [6] - Bernstein analysts note a bottoming market for lithium, anticipating tightening conditions through 2026 and 2027 [6] Technological Advancements - Direct lithium extraction (DLE) is moving towards commercial production, with Albemarle Corporation achieving recovery rates above 94% and water reuse of up to 85% in its Chilean DLE pilot plant [7] - Albemarle's stock has shown volatility, reflecting market uncertainty and optimism regarding technological advancements in lithium extraction [8] Investment Performance - The Global X Lithium & Battery Tech ETF is up 53.76% year-to-date, indicating strong investor interest in the sector as energy storage demand accelerates [8]

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term lithium prices are expected to remain volatile, with a positive outlook on antimony, cobalt, tungsten, and tin due to a reassessment of strategic metal values [1][2][7] - Supply concerns in the nickel market are supported by the lack of new approvals from Indonesia's RKAB, which may lead to price stabilization [1][28] - The cobalt market is expected to see continued price increases due to structural supply tightness, with Congo's export regulations impacting availability [2][5][16] - Antimony prices are anticipated to converge towards higher overseas prices due to export controls and tight domestic supply [6][17] - The lithium market is experiencing a strong demand backdrop, with expectations of continued inventory depletion supporting prices [7][17] - The rare earth market is tightening due to Vietnam's export ban, which is expected to support prices [9][18] - Tin prices are supported by ongoing supply concerns from overseas sources, particularly from Myanmar and Congo [11][20] - Tungsten prices are expected to remain supported due to supply constraints and regulatory controls [12][21] - The uranium market is facing supply tightness, which is likely to support prices amid geopolitical uncertainties [14][22] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are under pressure due to stable demand but cautious purchasing from smelters, with LME nickel closing at $14,420 per ton, down 2.04% [1][28] - Cobalt prices are expected to rise further, with Congo's export regulations causing supply constraints [2][5][16] Antimony Industry Update - Domestic antimony prices are lower compared to international prices, but supply tightness is expected to support future price increases [6][17] Lithium Industry Update - Lithium carbonate prices have increased, with a strong demand outlook from the electric vehicle sector [7][17] Rare Earth Industry Update - Vietnam's recent export ban on rare earths is expected to tighten global supply and support prices [9][18] Tin Industry Update - Tin prices are supported by supply concerns from Myanmar and Congo, with LME tin prices rising to $41,905 per ton [11][20] Tungsten Industry Update - Tungsten prices are expected to remain high due to supply constraints and regulatory measures [12][21] Uranium Industry Update - The uranium market is facing supply tightness, with prices supported by geopolitical factors and production delays [14][22]

congratulates Power Metals Corp. ("Power Metals†) on the cesium concentrate offtake agreement that it announced today with Albemarle Corporation1. Albemarle Corporation (NYSE: ALB) is a US$16 billion company and one of the leading critical mineral companies in the world with a leading position in lithium and cesium. LRC holds a 2.0% GOR royalty on Power Metals' Case Lake project. Albemarle has acquired the offtake rights to the. TORONTO--(BUSINESS WIRE)---- $LIRC #LIRC--Lithium Royalty Corp. (TSX: LIRC) ( ...

Albemarle Corporation (NYSE:ALB) is included among the 15 Best Stocks to Buy for the Long Term. Lithium Deficit Could Boost Albemarle Stock, Says UBS Image by Alexsander-777 from Pixabay UBS upgraded Albemarle Corporation (NYSE:ALB) to Buy from Neutral on December 5, and also raised its price target to $185 from $107. The update came as the firm expects growing energy storage demand, coupled with years of slower capacity expansion in the West, to create a lithium market deficit by 2026. Rising lithium p ...

Core Insights - GE Vernova is collaborating with the U.S. government to enhance its stockpiles of yttrium, a rare earth element, in response to China's export controls that are causing shortages in critical sectors such as energy, aerospace, and semiconductors [1] Company Summary - GE Vernova is actively working to secure more yttrium supplies to mitigate the impact of supply chain disruptions caused by geopolitical factors [1] Industry Summary - The energy, aerospace, and semiconductor industries are facing significant challenges due to shortages of yttrium, highlighting the importance of securing rare earth elements for technological and industrial applications [1]

From a technical perspective, Albemarle (ALB) is looking like an interesting pick, as it just reached a key level of support. ALB recently overtook the 20-day moving average, and this suggests a short-term bullish trend.A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages.Simila ...