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