ALB
Updated: 24/09/2026, 07:30:40
Albemarle Corporation stands as a global innovator, producing and distributing a diverse portfolio of engineered specialty chemicals. Its business operations are divided into three principal segments: Lithium, Bromine, and Catalysts. The Lithium division supplies a variety of lithium compounds, including lithium carbonate, hydroxide, and chloride, alongside critical reagents like butyllithium. These materials are vital for manufacturing lithium-ion batteries found in electric vehicles and consumer electronics, as well as for high-performance greases, thermoplastic elastomers used in tires and plastics, and as catalysts for chemical reactions, organic synthesis in areas like steroid chemistry, vitamins, and the pharmaceutical industry. This segment also delivers cesium products for chemical and pharmaceutical applications, zirconium, barium, and titanium for pyrotechnic devices such as airbag initiators, offers expert technical services for the safe handling of reactive lithium products, and provides recycling solutions for lithium-containing by-products. The Bromine segment focuses on bromine and bromine-based fire safety compounds. It produces an array of specialty chemicals, including elemental bromine, various bromides, and brominated powdered activated carbon, which are utilized in chemical synthesis, fluids for oil and gas drilling, mercury emission control, water purification, and food processing. Additionally, it provides tertiary amines, which serve as key ingredients in surfactants, biocides, and sanitizers. Finally, the Catalysts segment offers a range of catalytic agents, including those for hydroprocessing, isomerization, and alkylation, alongside fluidized catalytic cracking (FCC) catalysts and additives, as well as organometallics and curatives. Albemarle's products are integral to numerous industries, including energy storage, petroleum refining, consumer electronics, construction, automotive, lubricants, pharmaceuticals, and crop protection. Established in 1887, the company's headquarters are located in Charlotte, North Carolina.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2025 filing.
Revenue
N/A
FY — · Reported
Net income
$-0.5B
FY 2025 · Reported
Gross margin
N/A
FY — · Reported
Free cash flow
$0.7B
FY 2025 · Calculated
R&D intensity
N/A
FY — · Reported
Share repurchases
N/A
FY — · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
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Company overview
World leader in transforming essential resources into critical ingredients for mobility, energy, connectivity, and health; ~7,800 employees; ~1,900 customers in ~70 countries as of Dec 31, 2025
“As of December 31, 2025, we served approximately 1,900 customers in approximately 70 countries.”
International sales footprint
Approximately 83% of net sales to foreign countries; operations/sales in approximately 70 countries
“We conduct a substantial portion of our business outside the U.S., with approximately 83% of our net sales to foreign countries. We operate in, and/or sell our products to customers in, approximately 70 countries.”
End markets served
End markets: grid storage, automotive, aerospace, conventional energy, electronics, construction, agriculture and food, pharmaceuticals and medical devices.
“The end markets we serve include grid storage, automotive, aerospace, conventional energy, electronics, construction, agriculture and food, pharmaceuticals and medical devices.”
Three reportable segments
Energy Storage, Specialties, and Ketjen segments during 2025
“During 2025, we managed and reported our operations under three reportable segments: Energy Storage, Specialties and Ketjen.”
Reportable segments: Energy Storage, Specialties, Ketjen
Three reportable segments: Energy Storage, Specialties and Ketjen; fully integrated functional model since 2024 (excluding Ketjen).
“We continue to report results across our three existing operating segments of Energy Storage, Specialties and Ketjen.”
Specialties bromine and lithium specialties
Bromine specialties (fire safety) and value-added lithium specialties plus recycling services
“Our value-added lithium specialties products include butyllithium and lithium aluminum hydride.”
Ketjen product lines
CFT/HPC, FCC catalysts, and PCS (organometallics and curatives)
“Our three main product lines in this segment are (i) Clean Fuels Technologies ("CFT")... (ii) fluidized catalytic cracking ("FCC") catalysts and additives; and (iii) performance catalyst solutions ("PCS")”
Energy Storage lithium products
Basic lithium compounds for batteries in EVs, grid storage, electronics
“We develop and manufacture a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride.”
Business contributions by segment product families
Energy Storage: EV clean miles and grid storage; Specialties: fire prevention in electronics, tire fuel efficiency, coal-plant emission reduction; Ketjen: refinery catalysts and cleaner transportation fuels.
“our Energy Storage business contributes to the growth of clean miles driven with electric vehicles and more efficient use of renewable energy through grid storage”
FY2025 segment results
FY2025 vs FY2024: Specialties net sales $1,366.4M (+3%), Ketjen $1,066.3M (+3%); Energy Storage Adjusted EBITDA $697.2M (-8%), Specialties $275.7M (+21%), Ketjen $150.4M (+15%)
“Net sales$1,366,435 $1,325,983 $40,452 3 %”
Ketjen raw materials
Ketjen inputs include sodium silicate, kaolin, ethylene, alpha-olefins, and metals (lanthanum, molybdenum, nickel, cobalt)
“The major raw materials we use in our Ketjen operations include sodium silicate, sodium aluminate, kaolin, aluminum, ethylene, alpha-olefins, isobutylene, toluene and metals, such as lanthanum, molybdenum, nickel and cobalt”
Bromine sourcing from Arkansas and Dead Sea
Bromine sourced from Arkansas brine leases and Dead Sea via 50%-owned JBC JV in Jordan
“The bromine we use is originally sourced from two locations: Arkansas and the Dead Sea.”
Lithium resource base and JV supply
Lithium from Greenbushes/Wodgina JV spodumene and Atacama/Silver Peak brines; undeveloped Kings Mountain NC and Antofalla Argentina resources
“We obtain lithium: (a) by purchasing lithium concentrate from our 49%-owned joint venture, Windfield Holdings Pty. Ltd. ... (b) through solar evaporation of our ponds at the Salar de Atacama, in Chile, and in Silver Peak, Nevada.”
Specialties and Ketjen competitors
Specialties competitors: Lanxess, ICL, Rio Tinto; Ketjen CFT: Shell Catalysts, ART, Topsoe; FCC: W.R. Grace, BASF; PCS: Nouryon, Lanxess, Arxada
“Our major competitors in the CFT catalysts market include Shell Catalysts & Technologies, Advanced Refining Technologies and Haldor Topsoe.”
Lithium competitors
Lithium competitors include SQM, Tianqi, Ganfeng, Rio Tinto, Pilbara Minerals, Tesla
“Major competitors in lithium compounds include Sociedad Quimica y Minera de Chile S.A., Sichuan Tianqi Lithium, Jiangxi Ganfeng Lithium, Rio Tinto plc, Pilbara Minerals, Tesla”
Ketjen Refining Solutions divestiture
Definitive agreement to divest controlling interest of Ketjen's Refining Solutions business; Eurecat 50% stake sold to Axens SA
“On October 25, 2025, the Company signed a definitive agreement to divest the controlling ownership interest of Ketjen's Refining Solutions business to ChemCat AcquisitionCo, LLC”
Divestiture of Refining Solutions business (Ketjen segment excluding PCS)
Signed definitive agreement Oct 25, 2025 to divest controlling ownership of Refining Solutions (Ketjen segment excluding PCS and Eurecat S.A. stake); initially retains 49%; expected completion Q1 2026; PCS business continues to be operated by the Company.
“On October 25, 2025, the Company signed a definitive agreement to divest the controlling ownership interest of its Refining Solutions business and will initially retain a 49% ownership interest upon completion of the transaction.”
Refining Solutions divestiture
Definitive agreements to divest controlling interest in Refining Solutions business, expected completion Q1 2026; Albemarle retains 49% ownership and all PCS business
“the Company has entered into definitive agreements to divest the controlling ownership interest in its Refining Solutions business, with the transactions expected to be completed in the first quarter of 2026. Upon completion of the transactions, the Company will still maintain a 49% ownership interest in the Refining Solutions business and all of its PCS business.”
Sale of 50% ownership interest in Eurecat S.A.
Completed sale of 50% ownership interest in Eurecat S.A. on January 23, 2026 (originally agreed October 23, 2025).
“on January 23, 2026, the Company completed the sale its 50% ownership interest in Eurecat S.A. (originally agreed to on October 23, 2025)”
Cost structure optimization and reduced capital expenditures
Proactive restructuring, reduced planned capex, and 2024 transition to a fully integrated functional model to increase agility, deliver cost savings, and compete at every point of the cycle.
“As part of continual efforts to optimize our cost structure and strengthen our financial flexibility, we have taken proactive actions, including certain restructuring activities and reducing planned capital expenditures.”
Outlook: lithium battery and energy storage demand remains strong
Strong long-term lithium battery/ESS demand; lithium index pricing dropped significantly from its peak over the last three years, began to rebound toward the end of 2025; company focused on volumes, pricing, cost management.
“we believe that the global market for lithium battery and energy storage, particularly for EVs and energy storage systems (“ESS”), remains strong”
Tariff exposure expected to be minimal
Tariffs announced to date: no material direct impact expected; most China production sold into China or other Asian countries; some critical materials fully or partially exempt.
“At this time we do not expect a material, direct impact to our financial statements from the tariffs announced to date.”
2025 Highlights: net sales, operating cash flow, customer prepayment, Grace preferred redemption
Net sales $5.1B in 2025 (9% YoY Energy Storage volume increase); operating cash flow $1.3B (+86%); $350M customer prepayment (Jan 2025) for spodumene/lithium salts deliveries through 2029; redeemed Grace subsidiary preferred equity for $307.4M.
“We recorded net sales of $5.1 billion during 2025; driven by 9% year-over-year increase in Energy Storage volume.”
Inflationary input costs: raw materials, transportation, energy
Inflation in raw materials, transportation and energy input costs could hurt profits if not offset by pricing or cost savings; price increases risk demand declines and loss of market share to alternative suppliers.
“Inflationary trends in the price of our input costs, such as raw materials, transportation and energy, could adversely affect our business and financial results.”
OBBBA tax legislation (July 2025)
OBBBA signed July 2025 includes changes to international tax rules and repeal/phase outs of certain energy tax credits; company continues to monitor effects and is evaluating impacts on financial statements.
“in July 2025, legislation commonly known as the One Big Beautiful Bill Act (“OBBBA”) was signed into law.”
Raw material and energy cost pass-through risk
Inability to secure key raw materials or pass through raw material and energy cost increases could hurt product margins
“Our inability to secure key raw materials, or to pass through increases in costs and expenses for other raw materials and energy, on a timely basis or at all could have an adverse effect on the margins of our products and our results of operations.”
Environmental remediation and regulatory compliance exposure
Hazardous substance cleanup liabilities (potentially joint and several), permit compliance costs, possible carbon pricing/taxation, and increasingly stringent environmental laws expected to require materially increased capex and compliance costs
“We expect this trend to continue and to require materially increased capital expenditures and operating and compliance costs.”
Community and indigenous stakeholder risk
Relationships with local communities and stakeholders, particularly in Chile and Western Australia, may impact operations; indigenous land claim disputes possible
“Relationships with local communities and other stakeholders may impact our operations, particularly in Chile and Western Australia.”
Debt service and subsidiary distribution dependency
Significant cash needed to service indebtedness; ability to service debt may depend on distributions from subsidiaries and joint ventures; credit rating changes could raise financing costs
“We will need a significant amount of cash to service our indebtedness and our ability to generate cash depends on many factors beyond our control.”
Brine extraction limits in Chile
Subject to brine extraction limits, particularly the early warning plan at Chile facilities
“We are subject to risks related to brine extraction limits, particularly with respect to our early warning plan at our facilities in Chile.”
Geographic concentration of high-risk operations
Operations, joint ventures and capital projects in Asia, the Middle East and South America exposed to civil, political and security instability
“certain of our operations, including joint ventures, and ongoing capital projects are in regions of the world such as Asia, the Middle East and South America that are of high risk due to significant civil, political and security instability.”
Geopolitical and operational risk factors (forward-looking)
Forward-looking risk factors include Middle East situation, China-Taiwan tensions, Russia-Ukraine war, FCPA/anti-corruption exposure, cybersecurity, climate change, political instability affecting operations/JVs, and water rights at Chile facilities.
“impacts of the situations in the Middle East, the tensions between China and Taiwan and the military conflict between Russia and Ukraine, and the related global responses”
Cyclicality of customer industries and catalyst demand
Customer industry downturns may be cyclical or affected by changes in governing administrations; Refining Solutions results fluctuate with irregular HPC catalyst and certain agrichemical demand
“The results of the Refining Solutions business are subject to fluctuation because of irregularities in the demand for our HPC catalysts and certain of our agrichemicals.”
Joint venture partner performance risk
JVs may not operate according to business plans if partners fail to fulfill obligations
“Our joint ventures may not operate according to their business plans if our partners fail to fulfill their obligations”
Indemnity obligations on divested businesses
Indemnity claims possible for breaches of reps and warranties, taxes, and environmental matters on divested properties including Refining Solutions
“we have agreed to indemnify the purchasers of such properties for certain types of matters, such as certain breaches of representations and warranties, taxes and certain environmental matters.”
Non-lithium battery technology risk
Development of non-lithium battery technologies could adversely affect the company
“The development of non-lithium battery technologies could adversely affect us.”
Lithium compound pricing (index-referenced contracts) and volumes drive Energy Storage sales, Adjusted EBITDA, and Windfield equity earnings
“Unfavorable pricing impacts in lithium carbonate and hydroxide... Decreased equity earnings from lower pricing from the Windfield joint venture.”
Revenue and profitability depend on lithium market pricing due to increased exposure to index-referenced and variable-priced contracts for battery grade lithium sales; lithium index pricing dropped significantly over the last three years.
“fluctuations in lithium market pricing, which could impact our revenues and profitability particularly due to our increased exposure to index-referenced and variable-priced contracts for battery grade lithium sales”
49%-owned Windfield JV supplies lithium concentrate from Greenbushes mine and contributes equity earnings
“purchasing lithium concentrate from our 49%-owned joint venture, Windfield Holdings Pty. Ltd.”
Energy Storage segment demand driven by EV adoption and energy storage systems; 9% YoY Energy Storage volume increase drove 2025 net sales of $5.1 billion.
“we believe that the global market for lithium battery and energy storage, particularly for EVs and energy storage systems (“ESS”), remains strong”
Company's lithium business is exposed to risk that non-lithium battery technologies displace lithium-ion demand.
“The development of non-lithium battery technologies could adversely affect us.”
Salar de Atacama brine operations in Chile are a core lithium source; Chile commission expenses fluctuate with pricing
“solar evaporation of our ponds at the Salar de Atacama, in Chile”
Company emphasizes efficient operating model to compete and invest at every point of the lithium cycle; cost reduction and productivity improvements position it for strengthening or challenging economic conditions.
“it remains critical that the Company ensure an efficient operating model so we can compete and invest at every point of the cycle”
Margins depend on securing key raw materials and passing through raw material and energy cost increases; inflationary input costs (raw materials, transportation, energy) are a risk.
“Our inability to secure key raw materials, or to pass through increases in costs and expenses for other raw materials and energy, on a timely basis or at all could have an adverse effect on the margins of our products”
Lithium demand tied to EVs, consumer electronics, grid storage; Specialties demand cyclical with consumer electronics
“lithium batteries used in consumer electronics and electric vehicles, power grids and solar panels”
Hazardous substance cleanup liabilities, permits, potential carbon pricing/taxation, and increasingly stringent environmental laws drive materially increased capex and compliance costs.
“We expect this trend to continue and to require materially increased capital expenditures and operating and compliance costs.”
Pillar Two 15% global minimum tax (E.U. directive effective Jan 1, 2024/2025) could materially impact results depending on earnings mix; unrepatriated non-U.S. earnings not tax-accrued could be substantially affected by tax proposals.
“The OECD developed a global tax framework inclusive of a 15% global minimum tax under the Pillar Two Global Anti-Base Erosion Rules (“Pillar Two”).”
Economically viable bromine reserves are needed to sustain future profitability alongside lithium.
“Our inability to develop lithium or bromine reserves that are economically viable could have a material adverse effect on our future profitability.”
50%-owned consolidated JV in Safi, Jordan sources Dead Sea bromine for Specialties
“through our 50% interest in Jordan Bromine Company Limited ("JBC")... we acquire bromine that is originally sourced from the Dead Sea”
Energy (along with raw materials and transportation) is an input cost subject to inflationary trends that could adversely affect results if not offset by pricing or cost savings.
“Inflationary trends in the price of our input costs, such as raw materials, transportation and energy, could adversely affect our business and financial results.”
U.S. trade policy changes, retaliatory actions, tariffs, quotas, and export restrictions could affect access to raw materials and markets.
“The U.S. and foreign countries may also adopt or increase restrictions on foreign trade or investment, including currency exchange controls, tariffs or other taxes, or limitations on imports or exports (including recent and proposed changes in U.S. trade policy and resulting retaliatory actions by other countries).”
Refining Solutions results fluctuate with irregular demand for HPC catalysts and certain agrichemicals.
“The results of the Refining Solutions business are subject to fluctuation because of irregularities in the demand for our HPC catalysts and certain of our agrichemicals.”
Weaker USD produced favorable translation in segments but unfavorable net corporate FX impacts including Windfield
“$13.2 million increase attributable to favorable currency translation resulting from the weaker U.S. Dollar against various currencies”
SQM is a major lithium competitor in an aggressively expanding, index-priced market
“Major competitors in lithium compounds include Sociedad Quimica y Minera de Chile S.A.”
Forward-looking risks include Middle East situation, China-Taiwan tensions, Russia-Ukraine war, and related global responses.
“impacts of the situations in the Middle East, the tensions between China and Taiwan and the military conflict between Russia and Ukraine, and the related global responses”
Company monitors proposed/imposed tariffs; expects no material direct impact as most China production is sold into China or other Asian countries and some critical materials are exempt.
“most of our China production is sold into China or other Asian countries, and some critical materials are fully or partially exempt from tariffs in their currently proposed form”
Ketjen catalyst demand depends on oil refining industry activity; oil field industry customers are cyclical
“We offer a wide range of HPC products, which are applied throughout the oil refining industry.”
Crude oil price fluctuation is cited as a changing global condition affecting the markets served (particularly relevant to Ketjen refinery catalyst business).
“crude oil price fluctuation, a dynamic pricing environment, an ever-changing landscape in electronics, the continuous need for cutting edge catalysts and technology by our refinery customers”
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