Arcadium Lithium

Overview
Price performance
Financials
Research
Thematics

Arcadium Lithium is a leading global lithium chemicals producer committed to safely and responsibly harnessing the power of lithium to improve people’s lives and accelerate the transition to a clean energy future.

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17.04.24

Arcadium Lithium — When one plus one equals three

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01.11.22

Allkem — Moving up the value chain

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Sector

Metals & Mining

Equity Analyst

Andrey Litvin

Energy and Resources Analyst

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	(5.8)	95.1	N/A
Relative	(6.6)	84.6	N/A
52 week high/low	US$7.1/US$2.3

Financials

Alongside Albemarle and SQM, Arcadium Lithium is the third largest producer of downstream lithium chemicals outside China, capturing the full value chain from lithium resource to battery-grade lithium chemicals. The company has strong exposure to high value-add lithium products and boasts a pipeline of advanced development projects that could potentially more than triple its lithium capacity by 2030. Thanks to its established low-cost asset base and cash flow-generative business, Arcadium should be one of the main beneficiaries of the current cyclical lithium market downturn. Coupled with its strong growth profile, the company is well-positioned to capitalise on the inevitable recovery in lithium demand, driven by the secular decarbonisation trends.