Episode 207: Austin Devaney
Apr 12, 2025•59 min
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Episode description
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
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