# Who are Albemarle's customers? Who does Albemarle earn revenue from?
Canonical: https://valuechain.wiki/albemarle · Facet: customers · Updated: 2026-07-12T04:56:03.695+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Albemarle's confirmed revenue counterparties include Tesla, 코스모신소재, LG에너지솔루션 plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 revenue edges, backed by 6 dated sources, 3 of them primary filings (as of 2026-07-12).

### Tesla (high)  → /tesla.md
- metric: Amount 1.2 USD10억 · 다년 공급계약 · Tesla lithium supply agreement (reported)
- note: Albemarle supplies battery lithium to Tesla, under a reported supply agreement worth about $1.2 billion.
- [mentions] RBC / analyst consensus (EN, research, published 2026-06-12) https://www.marketbeat.com/stocks/NYSE/ALB/forecast/: "Consensus Buy (18 analysts), avg ~$220s; RBC Outperform $257 — tightening lithium supply and price-recovery thesis."
- [confirms] MineListings (EN, news, published 2026-04-12) https://minelistings.com/news/teslas-1-2-billion-lithium-supply-deal-with-albemarle-sparks-market-excitement/: "Tesla secured an about $1.2 billion lithium supply deal with Albemarle to cover its lithium needs as it ramps EV production."
- [confirms] TheElec (KO, news, published 2023-09-15) https://www.thelec.kr/news/articleView.html?idxno=23075: "Albemarle, the world's top lithium producer, supplies lithium to LG Energy Solution and Tesla."

### 셀·양극재·EV 고객 (리튬 화합물) (high)
- note: The Energy Storage segment supplies lithium hydroxide and carbonate to cell, cathode and EV makers worldwide under long-term agreements, across about 1,900 customers in ~70 countries.
- [confirms] SEC / Albemarle (EN, filing, published 2026-02-11) https://www.sec.gov/Archives/edgar/data/915913/000091591326000018/alb-20251231.htm: "FY2025 net sales $5.14B (-4%); Energy Storage $2.71B (-10%, +9% volume, lower prices). Net loss $510.6M (narrowed from $1.18B)."
- [confirms] Albemarle (EN, filing, published 2025-02-12) https://minedocs.com/28/Albemarle-Form-10-K-12312024.pdf: "The Energy Storage segment develops and manufactures lithium compounds used in batteries for consumer electronics, electric vehicles, power grids and solar."

### 코스모신소재 (high)  → /cosmo-advanced-materials-technology.md
- note: Supplies lithium to Cosmo AM&T for cathode; Cosmo's lithium purchases were 249.9 billion won (combined with SQM).
- [confirms] FSS DART (KO, filing, published 2026-06-02) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260602000342: "Lithium is sourced mainly from Albemarle (Chile) and SQM (Chile). Lithium purchases 249.9 billion won."

### LG에너지솔루션 (mid)  → /lg-energy-solution.md
- note: Albemarle supplies battery lithium to LG Energy Solution.
- [confirms] Albemarle (EN, filing, published 2025-02-12) https://minedocs.com/28/Albemarle-Form-10-K-12312024.pdf: "The FY2024 10-K lists Energy Storage (lithium) as the largest segment; revenue fell on the lithium price crash."
- [confirms] TheElec (KO, news, published 2023-09-15) https://www.thelec.kr/news/articleView.html?idxno=23075: "Albemarle supplies lithium to LG Energy Solution and Tesla and is No.1 with about 17% global lithium share."

Reverse side: https://valuechain.wiki/albemarle/suppliers.md · Ripple: https://valuechain.wiki/albemarle/ripple.md

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Full node: https://valuechain.wiki/albemarle.md · JSON: https://valuechain.wiki/albemarle.json