Episode 181: Seth Goldstein

Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast. Topics: Defining a top pick at Morningstar Why Seth believes the lithium stocks he follows are undervalued Bullish on LAC and Thacker Pass LAC’s DOE loan Incentivizing a North America battery supply chain Lithium Argentina’s impressive start-up at Cauchari Seth’s candid thoughts on Albemarle & their price strategy SQM & Arcadium Arcadium’s long struggle with expansions The global EV growth story The politics of EVs in the US BYD & Tesla Lithium prices CATL’s inventory “tells” & the impact on lithium demand Lepidolite costs ESS Rapid fire