Maybe ALB have their own issues.
SQM is 8 times the size of ALB in Chile.
They are not in control of Greenbushes and production rates.
Their biggest.customer in last qtr was Umicore circa 6% of production which cmonaussie alerted me to.
Not Tesla related. I always had the majority of ALB Li going to Panasonic then to Tesla.
ALB are relying more on spot price than longterm agreements which they said was their new strategy about 6 mths ago.
ALB are losing their gloss IMO.
My pick on a Li producer or influencer on the world Li market would be Ganfeng.
Maybe ALB have their own issues. SQM is 8 times the size of ALB...
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Mkt cap ! $247.0M | |||
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| Last trade - 16.10pm 17/09/2024 (20 minute delay) ? |
| SYA (ASX) Chart |