About this episode
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
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