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Citi analysts modified their outlook on lithium stocks, including Albemarle Corporation (NYSE:ALB), citing concerns over tariff disputes and their potential impact on global automobile sales. The disputes are seen as a possible factor that could keep lithium prices low in the near term.
Additionally, the demand for Energy Storage Systems (ESS) batteries is considered at risk due to a significant portion of Chinese ESS output being exported to the United States.
In anticipation of Albemarle's first-quarter earnings report due on May 1, Citi has made downward adjustments to their price assumptions for Albemarle. The firm now projects a realized lithium carbonate equivalent (LCE) price of approximately $12,000 per ton in 2026.
This revision reflects a more cautious stance on the lithium market, as Citi analysts recommend staying on the sidelines given the lack of positive catalysts for lithium demand and ongoing balance sheet pressure.
Despite the downward revision for Albemarle, Citi maintains a preference for Livent (NYSE:DE000SH0TLQ3=TBEA) Corporation, which they rate as a Buy. The firm's optimism for Livent is based on several of its producing assets expected to enter the market within the next two years. Citi sees potential upside for Livent based on their discounted Net Asset Value (NAV).
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