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The Lithium — Batteries for EVs, Grid, Robots · The Rocks & Powders — Critical Materials

ALB

Albemarle Corporation
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Largest US lithium producer + global specialty chemicals

What they do

World's largest lithium producer by revenue. Operates mines + brine + processing facilities in Chile, Australia, North Carolina, Nevada. Also has a specialty chemicals business (catalysts, bromine) that provides cushion. Cyclical pure-play on lithium prices recovering — and a contrarian bet given current pessimism.