Albemarle Corp Stock Price, News & Analysis

Lithium Royalty Corp (TSX: LIRC) congratulated Power Metals on a cesium concentrate offtake agreement between Power Metals and Albemarle (NYSE: ALB), including a prepayment facility of up to C$5 million. LIRC holds a 2.0% gross overriding royalty on the Case Lake project, which hosts a maiden inferred cesium resource of 13,000 tonnes at 2.4% Cs2O (0.1% cutoff) from West Joe Dyke. Power Metals reaffirmed a 2026 production target and reported exploration upside with an additional target of 11,000–15,000 tonnes plus 17 untested targets. Management cited project capital requirements of under C$8 million.

Albemarle (NYSE: ALB) reported third-quarter 2025 results for the period ended September 30, 2025. Net sales were $1.3 billion, Adjusted EBITDA was $225.6 million (up 6.7% YoY) and the company reported a net loss of ($161) million, or ($1.72) per diluted share. On an adjusted basis, diluted loss was ($0.19) per share excluding a Ketjen goodwill impairment. Cash from operations for Q3 was $356 million (up 57% YoY); year-to-date cash from operations was $894 million.

Management reduced full-year capex to ~ $600 million, expects positive free cash flow of $300–$400 million for 2025, and announced combined pre-tax proceeds of ~ $660 million from sale agreements for stakes in Ketjen and Eurecat.

Albemarle (NYSE: ALB) declared a quarterly common stock dividend of $0.405 per share, equal to an annualized rate of $1.62. The dividend is payable on January 2, 2026 to shareholders of record at the close of business on December 12, 2025.

The announcement reiterates Albemarle's routine shareholder distribution practice and includes forward-looking cautionary language about factors that could cause actual results to differ from expectations.

KPS Capital Partners will acquire a controlling stake in Ketjen from Albemarle (NYSE: ALB), with KPS and Albemarle affiliates owning approximately 51% and 49% of Ketjen at closing, respectively.

KPS will hold a majority of the board and operational control. Albemarle will retain 100% of Ketjen's Performance Catalyst Solutions (PCS) business. The transaction is expected to close in Q1 2026 and is subject to customary closing conditions and approvals.

Ketjen is headquartered in Houston, has ~840 employees, two manufacturing facilities, two research and technology centers and two joint ventures across the Americas, Europe and Asia. Committed debt financing was provided by Barclays, Jefferies, BNP Paribas and Santander.

Albemarle (NYSE: ALB) agreed to sell a controlling 51% stake in Ketjen's refining catalyst solutions business to KPS Capital Partners and to sell its 50% interest in the Eurecat joint venture to Axens.

Albemarle will retain ~49% of Ketjen and 100% of Ketjen's Performance Catalyst Solutions business, including the Pasadena, Texas plant. Both transactions are expected to close in H1 2026, subject to regulatory approvals, and are expected to generate approximately $660 million pre-tax in total proceeds, which Albemarle expects to use for debt reduction and general corporate purposes.

Ketjen (NYSE:ALB) agreed to sell its 50% ownership stake in Eurecat to Axens and to transfer Ketjen’s Isomerization Catalysts business to Axens, subject to regulatory approval. Axens will assume full ownership of Eurecat and Ketjen will extend a long‑term collaboration with Eurecat on regeneration, rejuvenation, ex‑situ sulfiding, and spent catalyst processing. Eurecat will continue serving all operators and catalyst manufacturers while collaborating with Ketjen on advanced catalyst technologies. Axens said it will pursue initiatives to advance catalyst circularity, ex‑situ activation, and reduce carbon footprint in catalyst management and activation.

Albemarle Corporation (NYSE: ALB), a global leader in essential elements for mobility, energy, connectivity and health, has scheduled its Q3 2025 earnings release for November 5, 2025, after NYSE market close.

The company will host a conference call to discuss the results on November 6, 2025, at 8:00 AM EST. Investors can access the call via webcast through Albemarle's investor relations website or through direct dial numbers provided for both U.S. & international participants.

A webcast replay will be made available on Albemarle's investor website following the event.

Ketjen (NYSE:ALB) has unveiled SaFeGuard™, a breakthrough catalyst technology designed to combat iron poisoning in FCC units. A 30-day commercial trial demonstrated remarkable results, including a 77% improvement in accessibility with just 50% inventory replacement. The technology enables processing of heavy iron-rich feedstocks and improves unit activity.

The innovative solution minimizes Eutectic formation to maintain open catalyst pores, potentially delivering up to 130% increase in accessibility with full inventory changeout. SaFeGuard™ effectively handles multiple contaminants including nickel, vanadium, calcium, sodium, and silicon, making it suitable for processing various feedstocks including heavy, resid, tight oil, and renewable feeds.

Albemarle Corporation (NYSE: ALB), a global leader in essential elements for mobility, energy, connectivity, and health, has announced significant organizational changes to enhance efficiency and agility. The restructuring includes key leadership appointments: Mark Mummert as chief operations officer overseeing resources, manufacturing, capital, and supply chain; Autumn Gagarinas as chief people and workplace transformation officer; and Melissa Anderson continuing as chief business transformation officer leading enterprise strategy and growth.

The reorganization aims to maximize the company's world-class resources and manufacturing capabilities while focusing on operational excellence and customer-centric growth. This strategic realignment comes as Albemarle adapts to increasingly dynamic market conditions, with Netha Johnson departing the company as part of these changes.