Why did JPMorgan lower its earnings estimates and price forecast for Albemarle?

JPMorgan lowered its earnings estimates and price forecast for Albemarle due to weaker lithium prices—specifically declining China lithium carbonate prices—and production delays at its Greenbushes plant, which together are expected to reduce third-quarter profit and sales volume.

What specific financial metrics did JPMorgan cut for Albemarle in its updated forecast?

JPMorgan cut its 2026 and 2027 adjusted EBITDA and earnings per share estimates for Albemarle significantly, citing the dual pressures of falling lithium prices and operational setbacks at Greenbushes.

Albemarle’s Lithium Math Turns Brutal

Aug 26, 2026

JPMorgan significantly lowered earnings forecasts for Albemarle Corp due to declining lithium prices and Greenbushes plant delays, impacting projected Q3 profits and sales volume.

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