China Cuts Battery Export VAT Rebate from 9% to 6%, Lifts Albemarle to 52-Week High
Albemarle shares hit a fresh 52-week high after China said it will cut VAT rebates on battery exports from 9% to 6% next year and eliminate them in 2027. The policy drove lithium carbonate prices up 9% and is expected to boost non-Chinese suppliers’ margins, enhancing Albemarle’s market position.
1. Albemarle Sets Q4 2025 Earnings Release and Conference Call
Albemarle Corporation announced it will release its fourth quarter 2025 results after the NYSE closes on Wednesday, February 11, 2026. The company will host a conference call at 8 a.m. EST on February 12, accessible via webcast or by dialing U.S. toll-free 1 (800) 590-8290 or international 1 (240) 690-8800 (Conference ID: ALBQ4). A replay of the webcast will be available on Albemarle’s Investors page. This schedule gives analysts and institutional investors a clear timeline to reassess guidance for lithium and bromine markets ahead of 2026 contracts.
2. Stock Momentum Bolstered by EV and Energy-Storage Demand
Shares of Albemarle have outpaced peers, earning a Zacks Rank #1 (Strong Buy) designation on January 13, 2026. Investors cite a sustained rebound in lithium prices—up 9% following recent policy shifts—and improving EV production forecasts from the world’s top automakers. Albemarle’s global supply agreements with OEMs have secured offtake volumes totaling over 100,000 tonnes of lithium carbonate equivalent for 2026, underpinning near-term revenue visibility and bolstering momentum trading strategies.
3. China VAT Rebate Reduction Drives Global Price Support
The Chinese government announced plans to cut value-added tax rebates on battery exports from 9% to 6% starting January 2026, with full removal slated for 2027. Market participants expect this to raise production costs for Chinese cathode and cell manufacturers, supporting higher global lithium prices. As a non-Chinese miner and processor, Albemarle stands to benefit through improved margin spreads and potential market share gains, particularly in Europe and North America where competition remains tight.