ALB Albemarle Corporation : Bullish and Bearish Analyst Opinions
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14:00
Mar 01
Mar 01
Rule is "terrified that direct lithium extraction (DLE) will work." If oil majors (Exxon, Chevron) successfully extract lithium from oilfield brines using DLE, lithium becomes a byproduct of oil. This would flood the market with supply, crushing the economics of pure-play lithium miners. AVOID/WATCH the Lithium sector. (Note: He acknowledges Altius bought lithium royalties, but he trusts the manager, not the commodity). DLE technology fails to scale, keeping lithium supply constrained and prices high.
About ALB Analyst Coverage
Buzzberg tracks ALB (Albemarle Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.