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