Morningstar Research EV Equity Strategist Seth Goldstein Interview
Morningstar’s EV Equity Strategist Seth Goldstein joined James West to present his electric vehicle thesis, lithium stories, battery metals supply/demand, and stock recommendations.
We discuss his views on the potential valuation of Lithium Americas Corp (NYSE:LAC) as the top pick to play growing lithium demand from increased EV adoption. According to Morningstar’s research, the stock trades at a more than 30% discount from its $45 fair value estimate.
Transcript
🧐 Morningstar Research EV Equity Strategist Seth Goldstein (00:00)
🚗 Lithium alternative chemistries in EV space (00:51)
📈 Lithium futures vs spot prices (02:55)
🚙 Tesla (NASDAQ:TSLA) lithium acquisition opportunities (04:16)
🥇 Lithium Americas $LAC top lithium stock pick (06:07)
⬆️ Additional battery metals driving EV price (08:01)
🔋 EV battery supply partnerships (08:58)
🤝 Automakers securing lithium supply (10:47)
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