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Albemarle (NYSE: ALB) is the largest Western pure-play lithium producer by global production share and the only US-domiciled major with integrated exposure across both major lithium chemistries (brine in Chile's Atacama; spodumene in Western Australia via Greenbushes) and both major battery-grade end products (lithium carbonate, lithium hydroxide).
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
Group exposure score is 68 including 1 tracked subsidiary — standalone is 61.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Albemarle's own press release (announced 2023-05-22): 5-year supply agreement, 2026-2030, for more than 100,000 metric tons of battery-grade lithium hydroxide, enough for roughly 3 million Ford EV batteries, sourced from US-produced or US-FTA-country lithium. No revenue percentage or dollar value is disclosed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 995 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Cosmo AM&T (코스모신소재) FY2025 사업보고서 (DART rcpNo 20260602000342), section II.3 원재료 및 생산설비: raw-material table '리튬 | 전지재료용 | 249,944 | Albemarle, SQM' (lithium for battery materials, KRW 249.9bn) and text '리튬은 주로 Albemarle(칠), SQM(칠)과 거래하고 있으며' (lithium is traded mainly with Albemarle (Chile) and SQM (Chile)). The filing itself places Albemarle's supply in Chile (La Negra conversion plant); destination is Cosmo's Chungju cathode plants in Korea.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 55% of severity-weighted pressure.