Is ALB a buy?  Once a paper mill, Albemarle became the most valuable lithium producer after investing $6B nearly a decade ago on a hunch that the metal used in EV batteries would pop off. TL;DR: it was right.

https://www.wsj.com/articles/a-onetime-paper-maker-is-now-the-king-of-lithium-99421b8c?mod=pls_whats_news_us_business_f
#The Most Important Thing

A Onetime Paper Maker Is Now the King of Lithium

The Most Important Thing

Is ALB a buy?  Once a paper mill, Albemarle became the most valuable lithium producer after investing $6B nearly a decade ago on a hunch that the metal used in EV batteries would pop off. TL;DR: it was right.  https://www.wsj.com/articles/a-onetime-paper-maker-is-now-the-king-of-lithium-99421b8c?mod=pls_whats_news_us_business_f #The Most Important Thing

Sam Mendoza

https://medium.com/enrique-dans/solving-the-lithium-question-will-facilitate-sustainable-electrification-0d3f238d8782#bypass

Among the steps being taken toward creating a more sustainable future is the transition away from the internal combustion engine to…

Solving the lithium question will facilitate sustainable electrification

A very a positive step in the search for alternatives to traditional lithium-ion batteries, which face challenges including overheating, scarcity, and cost!  

Glad I ended up not investing in ALB 🙃

Microsoft says, using Azure Quantum Elements HPC resources to run simulations and #Artificial Intelligence models, it found a material that could replace ~70% of lithium in a battery. 

https://www.fastcompany.com/91006385/microsofts-lithium-battery-research-bottle-rocket-azure-quantum-elements?utm_source=substack&utm_medium=email

Artificial Intelligence

Microsoft says, using Azure Quantum Elements HPC resources to run simulations and #Artificial Intelligence models, it found a material that could replace ~70% of lithium in a battery.   https://www.fastcompany.com/91006385/microsofts-lithium-battery-research-bottle-rocket-azure-quantum-elements?utm_source=substack&utm_medium=email

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A very a positive step in the search for alternatives to traditional lithium-ion batteries, which face challenges including overheating, scarcity, and cost!    Glad I ended up not investing in ALB 🙃

IMO, Short term no, as CATL and others are putting a lot of price pressure on Lithium. 

Yes as a Long-Term Buy for an Inevitable Future

IMO, Short term no, as CATL and others are putting a lot of price pressure on Lithium.   Yes as a Long-Term Buy for an Inevitable Future

Nate

Agreed with Jerome, also on my radar, but industrials can be value traps from low P/Es (earnings drop after valuation multiples drop)

I’m going to wait on the other side of credit market deterioration for this one

Agreed with Jerome, also on my radar, but industrials can be value traps from low P/Es (earnings drop after valuation multiples drop)  I’m going to wait on the other side of credit market deterioration for this one

Sam Mendoza

A group of likeminded people in The Most Important Thing are talking about this.