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