Sep. 11 at 4:36 PM
Lithium isn’t dead—it’s resetting.
$ALB was recovering even before CATL’s Jianxiawo mine shutdown spiked prices. Management is cutting CAPEX, paying down debt, and targeting positive free cash flow by 2025. EV demand and energy storage will more than double lithium demand by 2030, with China still leading supply chains. Commodity investing works best when sentiment is weak, not euphoric. Survivability is the key—Albemarle’s balance sheet discipline and cost efficiency improve its odds of thriving in the next cycle. Patient investors could see strong upside as the sector rebounds.
$ALB $LTHM $SGML $PLLLY
https://seekingalpha.com/article/4822024-albemarle-big-lithium-news-rocks-the-market