Austin Devaney (AustinDevaney on Twitter) is the Chief Commercial Officer at Piedmont Lithium and a former executive at Albemarle

Topics:

Austin’s early days in the lithium world

How customer needs have evolved

Lithium quality requirements for EVs

SQM’s curious & value destroying “20% price decrease letter” from several years ago

Why high prices aren’t able to quickly fix high prices in the lithium space

The legacy of late lithium projects

Shout out to Eric Norris

OEMs – slow to understand lithium

The Inflation Reduction Act

What Elon Musk doesn’t understand about the lithium industry

Lithium in North Carolina: “Back to the Future”

Piedmont’s permitting issues

Brine vs hard rock

Lepidolite – the new high cost umbrella?

Why prices will stay high for years

Rapid Fire