Betting on battery stocks to buy might not be the sharpest play in today’s market. Much of it is due to the slowdown in EV markets, arguably the strongest catalyst for the battery sphere. With that impetus tapering off, many of the top battery stocks to buy are trading at deep discounts. Surely, the near-term upside in battery stocks is slim, bearing in mind the headwinds in the EV market. However, I doubt the current softness will impact the long-term bull case for battery stocks and the green energy space ...

alengo I often get asked which lithium stock I should own: Albemarle Corporation (ALB) or Sociedad Química y Minera de Chile S.A. (SQM). Whereas Albemarle is the most significant lithium miner globally, SQM is a chemical giant in its own right. Both stocks have been beaten down badly due to the temporary rout in lithium prices because of the low growth/high-interest rate environment. Also, both companies are well positioned to rebound as the lithium supply/demand dynamic normalizes in future years. Increase ...

合作协议 - Albemarle与Martin Marietta Materials, Inc.达成合作协议，旨在环保地利用Albemarle提议的Kings Mountain Mine项目中提取的石灰石材料[1] - Martin Marietta将向Albemarle支付每吨销售的骨料的版税费用[2] - Albemarle计划将这些版税款项用于支持Kings Mountain及其周边社区的非营利组织[3] 社区支持 - Albemarle强调了负责任的资源管理和社区支持的重要性[4] - Albemarle近年来在Kings Mountain和邻近社区进行了大量投资，包括向Cleveland Community College的劳动力发展项目捐赠100万美元[6] 可持续发展 - Kings Mountain Mine正在按照可持续发展标准重新开发，有望在加强美国锂供应链方面发挥关键作用[5]

锂市场趋势 - Albemarle表示锂市场价格可能已经稳定，继续看好产品的需求增长[2] - 尽管锂销量增长，但要恢复到股价峰值还有很长的路要走[4] - 2024年第一季度财报显示季度收入同比下降47%，每股亏损0.08美元，主要是由于锂价格暴跌导致的[5] - 财务状况不佳，Albemarle计划在2024财年保持盈利，但盈利率将低于过去几年[6] - 生产成本较低，管理层采取成本控制措施，并将支出重点放在有利可图的矿业开发项目上[7] 公司业务展望 - 预计今年出售的锂量将抵消价格暴跌，Ketjen业务有望实现增长并交付更高的利润[8] - 股价曾跌至个位数市盈率，现已达到近50倍滚动12个月收益，难以根据每股收益的估值指标判断公司盈利能力[10] - 股价与账面价值比目前为1.6，虽不是绝对价值股，但自2020年以来是最低水平，可能表明股价有望逐渐上涨[12] - 成功开发新项目并保持现有项目的现金流将是关键，预计是一只高度波动的股票[13]

电动汽车市场前景 - 今年电动汽车销量预计将创下历史新高[1] - 预计到2030年，电动汽车将占全球新车销量的60%以上[3] 中国电动汽车市场 - 中国已提前实现2025年目标，37%的新车销量为电动汽车[2] 电动汽车股票走势 - 电动汽车充电基础设施的建设和美联储降低利率等因素将推动电动汽车股票的进一步上涨[4]

Part of proceeds from agreement to support investment in local communities CHARLOTTE, N.C., May 8, 2024 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity, and health, announced an innovative agreement with Martin Marietta Materials, Inc. (NYSE: MLM) a leading supplier of building materials — including aggregate, cement, ready mixed concrete and asphalt — to make beneficial use of extracted limestone material from Albemarle's ...

With the fallout in the electric vehicle sector, talking about the best lithium stocks to buy might seem premature. Nevertheless, lithium is more than just EVs. To be sure, the EV sector represents a major consumer of the critical metal. However, myriad other industries also utilize the commodity. They include consumer electronics, medical devices, aerospace and industrial applications, to name but a few. So, over the long run, lithium should make a recovery. Factor in the possible recovery of the EV ecosys ...

财务数据和关键指标变化 - 公司第一季度录得净销售额14亿美元,同比下降47%,主要由于价格下降所致 [18] - 调整后EBITDA为2.91亿美元,大幅低于去年同期,主要由于价格和利润率下降 [19] - 每股摊薄收益为负0.08美元,调整后每股收益为0.26美元 [19] 各条业务线数据和关键指标变化 - 能源存储业务销量同比增长,但利润率下降,主要由于价格下降和成本上升 [20] - 特殊化学品业务销量和利润率有所下降,受到消费电子市场疲软和物流成本上升的影响 [33] - Ketjen业务销量和利润有所改善,主要受益于清洁燃料技术需求增加 [34] 各个市场数据和关键指标变化 - 中国市场EV销量同比增长20%,占全球60%以上,是公司最大的市场 [43] - 欧洲和美国市场EV需求增长有所放缓 [43] 公司战略和发展方向及行业竞争 - 公司预计2024-2030年全球锂需求将增长2.5倍,需要每年新增30万吨以上的锂产能 [43][44] - 公司正在通过定期拍卖等方式提高市场透明度和价格发现效率 [45][46] - 公司正在全面推进成本优化和生产效率提升计划,2024年目标实现2.8亿美元的生产力改善 [48] - 公司正在加快在建项目的投产进度,以实现近期产量和现金流的增长 [50][51][52][53][54][55] 管理层对经营环境和未来前景的评论 - 管理层认为当前锂价水平对大部分行业来说是不可持续的,但公司有能力在当前环境下保持盈利 [39][40] - 管理层对公司的资源优势、生产技术和成本控制能力表示信心,认为公司有望在低价环境下保持30%以上的利润率 [56][57][58][59] - 管理层认为公司有能力应对当前市场挑战,并保持长期增长和价值创造 [61] 问答环节重要的提问和回答 问题1 **Aleksey Yefremov 提问** 即使当前价格不变,公司是否有能力实现预测的产量和产能目标,是否需要进一步融资? [64][65] **Kent Masters 回答** 公司有能力在当前资本支出计划下实现预测的产量目标,无需额外融资 [65][66][67] 问题2 **Arun Viswanathan 提问** 公司观察到的锂市场基本面情况如何,包括供给和需求动态? [69][70][71] **Netha Johnson 和 Eric Norris 回答** 公司观察到一些高成本的锂资源已经退出市场,价格有所回升,但仍处于相对低位。同时,中国市场需求强劲,库存水平较低,有望支撑价格 [71][72][73][74] 问题3 **David Deckelbaum 提问** 如果价格保持不变,公司2025年的资本支出会有何变化? [80][81][82][83] **Neal Sheorey 回答** 如果价格保持不变,公司将逐步降低资本支出,到2025年底达到约10亿美元的维护性支出水平 [83]

Albemarle Corporation (ALB) logged a loss of 8 cents per share in the first quarter of 2024. In the year-ago quarter, the company had reported earnings of $10.51 per share. Adjusted earnings in the reported quarter came in at 26 cents per share, missing the Zacks Consensus Estimate of 35 cents. Revenues fell roughly 47% year over year to $1,360.7 million in the quarter. However, the metric beat the Zacks Consensus Estimate of $1,309.6 million. The top line was hurt by lower prices in the Energy Storage unit ...

Albemarle (ALB) reported $1.36 billion in revenue for the quarter ended March 2024, representing a year-over- year decline of 47.3%. EPS of $0.26 for the same period compares to $10.32 a year ago. The reported revenue represents a surprise of +3.91% over the Zacks Consensus Estimate of $1.31 billion. With the consensus EPS estimate being $0.35, the EPS surprise was -25.71%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...