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Episode 207: Austin Devaney
Manage episode 476266201 series 2584001
Austin Devaney has a wealth of lithium experience from a decade with Rockwood/Albemarle, his time with Piedmont Lithium and his new advisory business: Li7 Charged.
Topics:
The state of the industry
Supply/demand
China's price strategy
The importance of Rio Tinto's entry
The rush to Africa
A "China build" vs the West
The new cost curve
The future of US lithium
Cathode (ex China)
Elon drama
Albemarle's woes
What is the incentive price?
Rapid fire
159 episodes
Manage episode 476266201 series 2584001
Austin Devaney has a wealth of lithium experience from a decade with Rockwood/Albemarle, his time with Piedmont Lithium and his new advisory business: Li7 Charged.
Topics:
The state of the industry
Supply/demand
China's price strategy
The importance of Rio Tinto's entry
The rush to Africa
A "China build" vs the West
The new cost curve
The future of US lithium
Cathode (ex China)
Elon drama
Albemarle's woes
What is the incentive price?
Rapid fire
159 episodes
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