If you believe in Elon's Tesla, and if you believe Trump will put high tariffs on Chinese goods (including the lithium ion batteries), then the next question to ask is:
"Where should the EV manufacturers in US get its lithium supply?"
ALB happens to be the biggest lithium producer in US. If TSLA is taking over the future EV market, ALB will be supercharged to dominate the lithium market. YMYD