Albemarle Corp
- Industria
- Lithium Mining
- Bolsa
- EE. UU.
- País / Región
- USA
- Fecha de salida a bolsa
- 17 de febrero de 1994
- Empleados
- 7800
- Sitio web
- www.albemarle.com
Rango de valoración compuesto · conservador $45–$70 / razonable $110–$150 / optimista $180–$240. A $116.18, Dentro del rango de valor intrínseco razonable.
Al publicar $171.58 (23 de mayo de 2026)
Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.
Albemarle Corporation provides energy storage solutions worldwide. It operates through three segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment offers lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride for use in lithium batteries used in consumer electronics and electric vehicles; power grids and solar panels; high-performance greases; and specialty glass used in consumer appliances and electronics. The Specialties segment provides bromine and highly specialized lithium solutions for various industries, such as energy, mobility, connectivity, and health comprising fire safety compounds; bromine-based specialty chemical products, including elemental bromine, alkyl bromides, inorganic bromides, brominated powdered activated carbon, and various bromine fine chemicals; lithium specialties, such as butyllithium and lithium aluminum hydride; cesium products for the chemical and pharmaceutical industries; and zirconium, barium, and titanium products for pyrotechnical applications, including airbag initiators. This segment also provides organic synthesis processes in the areas of steroid chemistry and vitamins, and various life science applications, as well as intermediates for the pharmaceutical industry; technical services, including handling and use of reactive lithium products; and recycling services for lithium-containing by-products. The Ketjen segment offers clean fuels technologies, including hydroprocessing catalysts together with isomerization and alkylation catalysts; fluidized catalytic cracking catalysts and additives; and performance catalyst solutions comprising organometallics and curatives. It serves the grid storage, automotive, aerospace, conventional energy, electronics, construction, agriculture and food, pharmaceuticals, and medical device industries. Albemarle Corporation was founded in 1887 and is headquartered in Charlotte, North Carolina.
Historia
Albemarle Corporation was founded in 1887 and is headquartered in Charlotte, North Carolina, with its common stock listed since an IPO on February 17, 1994. The company operates as a resource, chemical-processing, and specialty-materials business organized into three segments: Energy Storage (lithium compounds such as lithium carbonate, lithium hydroxide, and lithium chloride), Specialties (bromine-based chemicals plus specialty lithium products), and Ketjen (catalysts). Its lithium footprint includes long-term brine rights at the Salar de Atacama in Chile under contracts traceable to 1975 covering roughly 16,700 hectares, where brine is concentrated over 18-24 months and then processed at La Negra into lithium carbonate and lithium chloride, alongside joint-venture interests in the Australian hard-rock assets Greenbushes (in production for over 20 years) and Wodgina. Its bromine resources span Arkansas in the United States and the Dead Sea region of Jordan, the latter accessed through the 50%-owned and consolidated Jordan Bromine Company. In 2024, amid a sharp downturn, Albemarle cut costs and capital spending, placed the Kemerton Train 2 and Chengdu conversion facilities into care and maintenance, and halted construction of Kemerton Trains 3 and 4; by February 2026 it moved the last active train into care and maintenance. In the first quarter of 2026 the company sold its controlling interest in the Refining Solutions (Ketjen refining catalysts) business and its Eurecat interest for combined pre-tax cash proceeds of about $648 million, concentrating its profit structure further toward lithium and bromine. For fiscal 2025 net sales were about $5.1 billion, with a segment mix of roughly Energy Storage 53%, Specialties 26%, and Ketjen 21%. The company reports about 7,800 employees, around 1,900 customers across about 70 countries, more than 25 production and R&D facilities, and over 1,500 active patents.
Posición en el sector
Albemarle is a global lithium producer that positions itself in investor materials as a "preferred global lithium partner," emphasizing its scale, geographically diversified resources, process-chemistry capability, and reliable supply record. Its competitive standing rests on resource quality and cost-curve position rather than brand or network effects: the high-concentration brine and extreme evaporation conditions of the Salar de Atacama in Chile, the large hard-rock Greenbushes and Wodgina assets in Australia, and Dead Sea bromine resources in Jordan are scarce assets that competitors would need years and billions of dollars in capital to replicate, including the mining rights, salar development, hard-rock partnerships, chemical conversion, and customer-qualification systems. A second layer of advantage comes from scale combined with process capability and a reliable supply record, creating moderate switching costs for battery customers through material qualification, impurity control, long-term supply stability, and logistics security; this switching cost is moderate rather than extreme, and lithium prices remain largely set by the market rather than by the company. The position has clear weaknesses on the downstream side: the company's Australian Kemerton hard-rock-to-lithium conversion has performed poorly in recent years, with management indicating that Western Australian hard-rock conversion is significantly less cost-competitive than China, leading to care-and-maintenance decisions and impairments. Albemarle's customer base is broad across automotive, grid storage, electronics, semiconductors, aerospace, oil and gas, agriculture, pharmaceuticals, and flame-retardant markets, with no single customer exceeding 10% of consolidated net sales in 2025 or 2024 (one Energy Storage customer was about 12% in 2023); in 2025 about 39% of sales were to or located in China and about 38% were denominated in non-U.S. currencies. Its principal peer is SQM, whose strengths include Chilean salar cost endowment and an iodine business; Albemarle's relative differentiation lies in geographically diversified assets, U.S. capital-market presence, a bromine Specialties buffer, and global customer relationships.
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