About this episode
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
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