Apparently the Seeking Alpha article, linked below, has some agreement with Austin Craig regarding Goldman Sachs missing the mark:

https://seekingalpha.com/news/3848238-goldman-wrong-on-lithium-pessimism-specialty-analysts-say?mailingid=28044513&messageid=2900&serial=28044513.17190&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=28044513.17190