ALB 21Q3 ER

• https://seekingalpha.com/article/4465511-albemarle-corporation-alb-ceo-kent-masters-on-q3-2021-results-earnings-call-transcript
• 排除一次性法律诉讼赔偿费用，每股收益$1.05
• 提高了全年的Guidance，但是整体management tone比较中性，相反分析师问的问题，都比较乐观，例如
• 问ALB对明年价格上涨的预测是不是低了
• 问ALB，现在是买方市场还是卖方市场
• 问未来电池对锂的单位需求是否会增加
• ALB都是长合同，平均3年。合同价格是按照index，所以现在中国现价是30K/吨，而index是high teen or low 20's，不过ALB暗示 - but those are some of the dynamics at play, which are leading us to long-term contracts with significantly higher price potential than what we're -- we've seen in the past.
• 现在预测是明年价格上涨最少15-20%，分析师问会不会到30%，ALB认为为时过早to forcast
• 智利会在未来1-2月又新的政策 - if there's any risk that you see on the political front in Chile -- yeah, it's a broad question -- I guess in the next month or two or so? 智利在修改宪法 - So that's an upside for them. So I believe they're going to -- they want to participate in that economically，不好理解