Albemarle (ALB) Q2 FY26 earnings call

Albemarle delivered a robust second quarter, exceeding expectations with significant growth in net sales and adjusted EBITDA, primarily fueled by strong energy storage pricing and a re-accelerating specialties segment. The company is advancing its DLE technology at Salar de Atacama and optimizing capital allocation, while navigating supply chain disruptions and managing the impact of a plant fire, which slightly tempered energy storage volume outlook.