Red-hot lithium boom pits Wall Street against the wonks

A view of a brine pool — part of a lithium mine on the Atacama salt flat in the Atacama desert in Chile. | REUTERS

There’s a fight brewing in the lithium market, after a controversial forecast from Goldman Sachs Group analysts set off a backlash among some of the industry’s most prominent experts. Lithium is a vital component of electric-vehicle batteries, which means the outlook for supply, demand and pricing is increasingly consequential. For years, a small group of

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