Episode 131: Seth Goldstein

Seth Goldstein is an analyst at Morningstar - an industry leader providing independent research and analysis on a global basis. In his role at Morningstar, Seth covers Tesla, Albemarle, SQM, Livent and Lithium Americas. Topics: The EV market from a regional perspective An update on Tesla’s new plants in Texas and Germany Lithium supply and demand - how long will the shortage last? Was Albemarle’s new lithium demand estimate for 2030 a meaningless theoretical exercise? Why lithium is different than other resource markets The Mineral Resources / Albemarle lithium JV - who has the upper hand in WA? Livent: Too little, too late with a flawed strategy? Or a strong niche player? Cathode – which “flavor” wins? SQM – will they outperform Albemarle on price again in this market cycle? Will SQM finally meet one of their volume predictions? The “Spot” vs contract pricing gap – how much? For how long? How will OEMs adjust their strategy to lithium limitations in this decade? Seth’s thoughts on Lithium Americas – Cauchari and Thacker Pass Product qualification in a market shortage Rapid Fire