Seth Goldstein is one of the best lithium analysts – anywhere. He works for top rated investment research company Morningstar where in addition to his lithium work he also chairs their EV committee. Prior to joining Morningstar, Seth worked for Berkshire Hathaway Energy.

As part of his role with Morningstar Seth follows Albemarle, SQM and Livent; however, he is also well versed on other companies in the space, as well as the EV and cathode markets.

Topics include:

Seth’s analytical process

Analyzing the former “Big 3”

When will EVs achieve cost parity with ICE vehicles?

Barriers to EV adoption

EV penetration in 2025 and 2030

Why building recharging infrastructure is more important than subsidies

Carbonate vs hydroxide – the market split in 2030

Is the lithium industry as opaque as it seems?

Seth’s thoughts on the cost curve and future pricing

Albemarle’s changing price strategy

Will Tesla continue to lead in EVs?

Handicapping new lithium projects and expansions

Will the “Big 4” continue to dominate supply in 2030

LAC – the next major?

Rapid Fire

From my perspective this is a “top 10” episode.

Seth can be found on twitter @SethGMStar1

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Neither I, nor Global Lithium LLC have received compensation in any form from Morningstar.