ALB is the world’s largest listed lithium producer and is leading the way in 2026, breaking to new lows overnight, having more than halved from its May high. The recent news and underlying weakness in the stock are causing MN to reconsider our position.
- We can see ALB finding strong support around US$100, which is another 10% lower; MM owns ALB in our International Equities Portfolio.
MM is neutral towards Albermarle around US$109
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