Albemarle. Every tracked FinTwit mention of $ALB, newest first. 33 mentions since the first on Oct 27, 2025. See the price chart.
July 2026 · 2 mentions
Jul 8
Paola Rojas 🐝 — Europe's battery fleet is on track to 4x, to 178 GW by 2030.
Signals strong demand for lithium and other battery metals in the continent, over the rest of the decade.
📊 @ember_e…↗
Jul 8
Paola Rojas 🐝 — UBS remains positive on lithium mining stocks despite near-term headwinds; names top picks per @Investingcom
$ALB $IGO $LTR↗
June 2026 · 2 mentions
Jun 14
Paola Rojas 🐝 — Last year, the top 20 automakers spent more than $15 billion in battery metals (including lithium, graphite, etc), with VW and Tesla in the lead.
BEVs (Battery EV) are by far the…↗
Jun 1
Paola Rojas 🐝 — Lithium prices rising, providing much-needed oxygen to miners.
The best part is that demand looks decidedly healthy compared to last year.
- EV sales (China + EU)
- BESS reaches 3…↗
May 2026 · 4 mentions
May 26
Paola Rojas 🐝 — Strength in lithium prices enables high-cost mines to plan restarting operations.
But here's the lesson:
To protect portfolios in coming cycles, low-cost operations are essentia…↗
May 17
Paola Rojas 🐝 — Lithium is getting stronger:
- volatility to the upside w/supply disruptions
- price recovery enabling mine restarts
- lower exploration budgets capping new projects
$ALB $LAC $…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
Paola Rojas 🐝 — Rare earth deposits are found across all states in Australia.
We can see a strong concentration in Southern NSW and VIC.
📊 @GeoscienceAus $ALB $LAC $LAR $LYC $SGQ $MP #WA1 $NB…↗
Apr 12
Paola Rojas 🐝 — BESS continue to support recovery in lithium prices.
By 2030, estimates see 30-40% of demand from BESS with over 1Mt of LCE.
Good times ahead.
📊 @AsianMetal $ALB $LAC $LAR ht…↗
Apr 1
Paola Rojas 🐝 — Lithium mine supply is estimated to accelerate both in South America and Eastern Asia over the next decade.
Combined, nearly 2Mt LCE by 2036.
📊 @FastmarketsMM $ALB $LAC $LAR h…↗
March 2026 · 8 mentions
Mar 31
Paola Rojas 🐝 — Australia's lithium and niobium deposits are heavily concentrated in WA, with only a handful located elsewhere.
Follow the geology...
📊 @GeoscienceAus $ALB $LAC $LAR $LYC $SGQ…↗
Mar 26
Paola Rojas 🐝 — The US has virtually no lithium production.
$NILI $LAC $ALB
— Graham Harris, @SurgeBattery https://t.co/JKbiublJTr↗
Mar 25
Paola Rojas 🐝 — Solar and energy storage are on track to capture over 70% of planned grid additions to 2030 in the US, as lithium prices recover.
Cumulative capacity is highest in:
- California
-…↗
Mar 23
Serenity — Normally this goes in shower thoughts but will post main timeline today.
$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium,…
February 2026 · 6 mentions
Feb 25
Paola Rojas 🐝 — Is the mining sector freaking out needlessly about China?
This opinion piece has some food for thought, but in this section neglects to see that although there may be substantial…↗
Feb 22
Paola Rojas 🐝 — Lithium demand by end use (kt LCE) grew 23% in 2025.
EVs remain the largest driver, rising 20% in terms of units.
The nuance is that BESS demand (GWh) is growing even faster, at…↗
Feb 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
Anthony Pompliano 🌪 — I believe humanoid robots are going to become pervasive in society.
Investors are drastically underestimating how big this market, and the leading companies, will grow to.
In ord…↗
Jan 18
Paola Rojas 🐝 — Pure EV sales may have decelerated, but there's one hidden nugget.
Hybrids are on the rise as consumers seek to reduce range anxiety.
Maybe the future is just... hybrid.
📊 @IE…↗
Jan 17
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
The Future Investors — $ALB $SQM $LAC $SGML Lithium stocks rallied after Ganfeng’s chairman predicted a major demand boom in 2026, saying prices could surge to 150k–200k yuan/ton amid strong energy-stora…↗
October 2025 · 1 mention
Oct 27
The Future Investors — $ALB Albemarle will sell a 51% stake in Ketjen and its 50% stake in Eurecat for $660M, using the money to reduce debt and focus more on its main lithium and bromine business as lit…↗
— EV sales are recovering after seasonal lows.
Interesting to note, Europe sales had a strong bounce in March, as China recovers and increasingly focuses on exports.
$ALB $LAC $LA…
Paola Rojas 🐝 — BESS is having a ball.
In China, battery storage systems' had a substantial spike in December, as monthly capacity reaches new record.
📊 @benchmarkmin $ALB $LAC $LAR https://t…↗
Mar 15
Paola Rojas 🐝 — Lithium demand forecasts through 2040 show an interesting trend.
Expected CAGR by end use:
- EVs, 9%
- BESS, 11%
Plus, despite much discussion, EVs still expected to remain the l…↗
Mar 9
Paola Rojas 🐝 — Investment in energy transition reached another record in 2025, up 8%.
$2.3 trillion was deployed across renewables, transport, power grids and other sectors.
📊 @BloombergNEF…↗
Mar 8
Paola Rojas 🐝 — Spodumene prices continue their recovery over the last 12 months.
Key points:
- bottom in 2025
- volatility to continue
- structural demand underpins long term fundamentals
📊 @b…↗
— China moves bloody fast.
Whether the West likes it or not.
China’s energy storage deployments for December were 65 GWh, more than the entire US total for the full 2025 calendar y…
KaizenInvestor — $ALB down 6% after a mixed Q4 report.
Albemarle is slimming down to weather a volatile lithium market. While the headline net loss looks big, it was driven by one-time accounting…↗
Feb 4
Paola Rojas 🐝 — China and the US are leading on grid scale BESS deployments, which is bullish for lithium.
Nothing wrong there.
But guess who's jumping to 3rd place with the existing 2026-7 pipe…↗
— Critical Minerals Stocks to Watch as Supply Chains Go Strategic.
Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX
G…
Shay Boloor — CRITICAL MINERALS CHEAT SHEET
The next phase of industrial policy, electrification, AI infra & defense spending is defined by input constraints with these companies sitting at the…↗
Jan 6
Rock Bottom Entries — $ALB
~$18B USD market cap
The only active lithium producer in the U.S. is ripping double digits today.
When majors move like this, the theme can’t be ignored.
Microcaps can 10x…↗