(Bloomberg) - Sab saum toj lithium miner Albemarle Corp. tau tshem tawm yuav luag ib feem tsib ntawm nws cov nqi hauv cov ntaub ntawv qhia poob qis tom qab nws cov nyiaj tau los poob siab rau cov tub ua lag luam xav tias yuav muaj cua daj cua dub loj dua los ntawm cov nqi siab ntawm cov roj teeb hlau.
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Albemarle tau tsa nws qhov kev pom zoo rau xyoo 2022 rau cov nyiaj tau los ntawm ib feem ntawm $ 5.65 txog $ 6.65 rau hnub Wednesday. Qhov ntawd yog "tsis tshua muaj ceeb," said Aleksey Yefremov, tus kws tshuaj ntsuam laus ntawm Asmeskas cov tshuaj ntawm KeyBanc Capital Markets.
Cov tub ua lag luam "tau cia siab tias nws yuav yog qhov tawg vim tias qhov chaw lithium nqi siab heev," Yefremov tau hais.
Lithium, uas yog cov khoom tseem ceeb hauv cov roj teeb uas siv lub tsheb hluav taws xob, pib xyoo 2022 nrog tus nqi tshiab nce vim muaj kev pheej hmoo nyob ze uas cuam tshuam txog kev tsis txaus ib yam li qhov kev thov nrawm. Kev lag luam nruj uas twb muaj lawm tab tom raug cuam tshuam los ntawm kev cuam tshuam los ntawm kev saib xyuas cov nroj tsuag thiab lub caij ntuj no Olympics nyob rau hauv Suav teb, rau kev sib kis txog kev ua haujlwm tsis txaus hauv Australia.
Yefremov xav kom lub tuam txhab lithium kev lag luam nce Ebitda los ntawm 89%, tus lej nws tau hais tias yog kev saib xyuas. Qhov ntawd piv nrog cov tuam txhab kev taw qhia ntawm 65% mus rau 85%.
Albemarle tau txhawb nqa nws lithium-demand outlook ntau dua 30% rau 1.5 lab tons los ntawm 2025, thiab pom kev xav tau ntau dua 3 lab tons los ntawm 2030, Tus Thawj Saib Xyuas Haujlwm Kent Masters tau hais thaum lub sijhawm hu xov tooj nrog cov kws tshuaj xyuas.
"EV kev muag khoom loj hlob sai sai thaum cov neeg siv khoom siv zog ntau dua, tsoomfwv txhawb zog kom huv si, thev naus laus zis txhim kho thiab EVs mus txog tus nqi sib npaug nrog cov tsheb sib xyaw hauv tsev," said Masters.
Nrog rau cov nqi lithium nce siab, Albemarle tau txav ib feem ntawm nws daim ntawv cog lus tus nqi mus rau ntau qhov sib txawv-tus qauv, raws li lithium tus thawj tswj hwm Eric Norris.
Lub lithium miner kuj tau hais tias nws tsis cia siab tias yuav muaj cov kev pab cuam yuav rov qab rau yav tom ntej.
Shares ntawm Albemarle poob 20% mus kaw ntawm $ 197.02 rau hnub Thursday, so tawm txog $ 5.7 nphom hauv tus nqi. Tam sim no lawv poob 16% rau xyoo no.
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