Core Insights - Albemarle Corporation (ALB) has decided to idle Train 1 at its Kemerton lithium hydroxide processing plant in Western Australia, placing it into care and maintenance immediately. This follows the idling of Train 2 and the halting of expansion plans for Trains 3 and 4 in 2024 [1][8]. Group 1: Company Operations - The Kemerton facility processes spodumene from the Greenbushes mine, which is recognized as one of the world's best lithium deposits. Albemarle has a stake and half of the offtake rights from Greenbushes through a joint venture [2]. - The decision to idle the trains is part of Albemarle's ongoing efforts over the past two and a half years to reduce operating costs amid price volatility in the lithium market. The recent improvements in lithium prices have not been sufficient to address the challenges faced by Western hard-rock lithium conversion operations [3]. Group 2: Financial Outlook - The company anticipates that the idling of Train 1 will provide higher flexibility and optionality, benefiting adjusted EBITDA starting in the second quarter of 2026. There is no expected impact on projected sales volumes for 2026 [4]. - Albemarle's stock has seen a significant increase of 104.8% over the past year, contrasting with a 13.3% decline in the industry [6]. Group 3: Market Position - Albemarle currently holds a Zacks Rank of 1 (Strong Buy), indicating a favorable market position. Other top-ranked stocks in the Basic Materials sector include Coeur Mining, Inc. (CDE), Fortuna Mining Corp. (FSM), and Avino Silver & Gold Mines Ltd. (ASM) [7].

智通财经APP获悉，周五，美国雅保(ALB.US)涨逾5%，报167.32美元。消息面上，美国雅保近日表 示，将立即闲置其位于西澳的 Kemerton氢氧化锂加工厂，以增强财务灵活性。公司在周三发布的第四 季度财报中称，尽管近期锂价有所回升，但涨幅不足以抵消澳洲硬岩锂精加工业务面临的挑战。雅保曾 在2023年5月公布计划，拟投资超过10亿美元以扩大 Kemerton 氢氧化锂产能，但目前已收缩该计划，以 改善经营现金流并降低资本开支。 ...

点击蓝字，关注我们 今日上午港股 1 . 石油股早盘普跌，截至发稿， 中石化(00386)跌3.89%，中石油(00857)跌3.17%，中海油服(02883)跌 3.17%，中海油(00883)跌2.79% 。 消息面上，周四，WTI原油期货收跌2.77%，报62.84美元/桶。布伦 特原油期货收跌2.71%，报67.52美元/桶。 3 . 老铺黄金(06181)现跌近5% 。美银证券发布研报称，老铺黄金受惠于金价上涨与品牌持续渗透，预 计公司去年下半年收入增长强劲，同比升165%；经调整纯利同比增169%。全年经调整纯利预测则下 调5%至48亿元人民币，即同比增长218%。 4. 再鼎医药(09688)再涨7% 。消息面上，2月9日，再鼎医药的注射用ZL-1310拟纳入突破性疗法，拟 用于一线含铂治疗期间或治疗后出现疾病进展的广泛期小细胞肺癌(ES-SCLC)患者。ZL-1310在早期 临床研究中展现出的疗效数据非常突出，尤其是在二线及以上治疗和脑转移患者中均显示出高缓解 率，使其有潜力成为SCLC治疗领域的突破性疗法。 7 . 先声药业(02096)涨超4.4% 。消息面上，近日，先声药业发布公告，内容 ...

Albemarle Losses Narrow and Guidance Was Great. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Albemarle Losses Narrow and Guidance Was Great. The Stock Rallied.By [Al Root]ShareResize---ReprintsIn this article[ALB][SPX][DJIA]Sacks of lith ...

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Key Takeaways Albemarle posted a wider-than-expected Q4 loss despite 16% revenue growth.ALB's Energy Storage sales jumped 23% on higher volumes and pricing, beating estimates.The company expects the sale of the Ketjen unit to close in Q1 2026.Albemarle Corporation (ALB) logged an adjusted loss (barring one-time items) of 53 cents per share in the fourth quarter of 2025. This compares to a loss of $1.09 per share a year ago. The figure was wider than the Zacks Consensus Estimate of a loss of 40 cents.Revenue ...

周四，美国雅保(ALB.US)跌逾4%，报167.42美元。消息面上，2025年第四季度，美国雅保销售额达14 亿美元，同比增长16%；销量增长12%。第四季度净亏损4.14亿美元，摊薄后每股净亏损3.87美元。第 四季度经调整税息折旧及摊销前利润(Adjusted EBITDA)达2.69亿美元，同比增长7%，主要得益于储能 业务(增长25%)和凯杰恩业务(增长39%)的推动。 ...

智通财经APP获悉，周四，美国雅保(ALB.US)跌逾4%，报167.42美元。消息面上，2025年第四季度， 美国雅保销售额达14亿美元，同比增长16%；销量增长12%。第四季度净亏损4.14亿美元，摊薄后每股 净亏损3.87美元。第四季度经调整税息折旧及摊销前利润(Adjusted EBITDA)达2.69亿美元，同比增长 7%，主要得益于储能业务(增长25%)和凯杰恩业务(增长39%)的推动。 ...

全球最大的锂生产商美国雅保(ALB.US)跌超5%%，报166.4美元。消息面上，美国雅保去年第四季度销 售额同比增长16%至14.28亿美元，超过分析师预期的13.48亿美元；净亏损4.559亿美元，而去年同期净 利润为3360万美元；调整后每股亏损0.53美元，分析师预期每股亏损0.41美元。美国雅保宣布将闲置其 位于西澳大利亚州Kemerton氢锂加工厂的剩余运营列车1号列车。(格隆汇) ...

Albemarle (NYSE:ALB) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Company ParticipantsEric Norris - Chief Commercial OfficerJohn Roberts - Managing DirectorKent Masters - Chairman and CEOMeredith Bandy - VP of Investor Relations and SustainabilityNeal Sheorey - CFOConference Call ParticipantsColin Rusch - Managing Director and Senior Research AnalystDavid Begleiter - Managing Director and Senior Equity Research AnalystJeffrey Zekauskas - Managing Director and Senior Equity Research AnalystJoel Jackso ...