Seth Goldstein

We think the oversupply causing lower lithium prices is temporary.

Fewer acres planted will likely result in lower crop input volumes, but we expect profit impacts to be short-lived.

As fresh water demand exceeds supply, wide-moat Ecolab stands to benefit.

The wide-moat company's progress on its Goderich mine operations is encouraging.

Our long-term outlook for lithium carbonate is unchanged.

Charging infrastructure is the key to electric vehicle adoption.