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
