Irán-U.S. Tensions Escalate, Oil Prices Rise Amid Military Intervention Fears

Albemarle's investment narrative may be reshaped by China's sliding lithium prices, a key benchmark for the global lithium market. The company's sensitivity to volatile commodity pricing and recent unprofitable results and impairment charges raise concerns. However, the stock's pullback suggests expectations were running ahead of near-term fundamentals, and investors should not overlook the risk of lithium price swings tied to China. The company's fair value estimates range from $88.90 to $172.62, showing disagreement on Albemarle's worth.