Description

Albemarle Corporation: Why EVs & Grid-Scale Storage Are Reshaping the Lithium Demand Curve!

Albemarle Corporation closed 2025 with results that reflected a combination of volume-driven growth, disciplined cost actions, and continued exposure to a volatile lithium pricing environment. Fourth-quarter net sales reached $1.4 billion, supported by double-digit volume growth across segments, particularly in Energy Storage, while adjusted EBITDA increased year over year despite margin pressure from foreign exchange and softer specialty pricing. For the full year, net sales of $5.1 billion and adjusted EBITDA of $1.1 billion landed at or above prior outlook considerations, underscoring the company’s ability to execute operational improvements even as market conditions remained uneven. A central feature of the current investment profile is Albemarle Corporation’s focus on financial flexibility. Since 2024, the company has delivered approximately $450 million in run-rate cost and productivity improvements and reduced capital expenditures by 65% year over year.