Austin Devaney @AustinDevaney

Joined April 2011

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Austin Devaney @AustinDevaney

2 weeks ago

Wow - that is an impressive plant.

Daniel Jimenez Sch @D_Jimenez_Sch

2 weeks ago

Wow - that is an impressive plant.

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Matt Fernley @matt_fernley

2 weeks ago

Rest of the World will become a bigger market for EVs than the US this year...

International Energy Agency @IEA

2 weeks ago

Rest of the World will become a bigger market for EVs than the US this year...

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Austin Devaney @AustinDevaney

a month ago

It is a cold winter without Dwayne Sparkes. @globallithium @elonmusk @chansalyker @LithiumIonBull @RodneyHooper13

Joe Lowry @globallithium

a month ago

It is a cold winter without Dwayne Sparkes. @globallithium @elonmusk @chansalyker @LithiumIonBull @RodneyHooper13

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Austin Devaney @AustinDevaney

a month ago

So much for a free market! Give my friend @D_Jimenez_Sch if you want valuable and articulate insights to the Lithiim market.

Daniel Jimenez Sch @D_Jimenez_Sch

a month ago

So much for a free market! Give my friend @D_Jimenez_Sch if you want valuable and articulate insights to the Lithiim market.

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It just dawned on me that batteries will forever be paired with energy generation - regardless of how far into the future you go. There will always be a mismatch between power generation and demand as long as humans are involved. There will always be times where we'll consume…

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Austin Devaney @AustinDevaney

2 months ago

Give @sparkes_dwayne a follow if you want some cogent analysis on the mining side of lithium. Great analysis here noting the knife’s edge of S/D is very fine in the Li world. In addition to a mine cutting supply in 🇨🇳 all signs are positive on the demand side globally.

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Austin Devaney @AustinDevaney

2 months ago

I fully agree @cberry1 this conference has displayed evidence of considerable optimism across the value chain.

Chris Berry @cberry1

2 months ago

I fully agree @cberry1 this conference has displayed evidence of considerable optimism across the value chain.

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Todd Hannigan @todd_hannigan

3 months ago

@chamath Chamath… this lab-scale research that purifies molten titanium with rare-earth yttrium is clever, high-cost chemistry. It leaves the titanium industry’s high-cost economics untouched - the metal still runs through the 1940s Kroll process, demands multiple vacuum-arc melts,…

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Austin Devaney @AustinDevaney

3 months ago

You can extend this to lithium and not just cells and cars.

Joe Weisenthal @TheStalwart

3 months ago

You can extend this to lithium and not just cells and cars.

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Austin Devaney @AustinDevaney

3 months ago

What a great opportunity to displace this energy storage with battery storage! About 2,000 gallons of diesel spills in Baltimore waterfront, officials say - Reuters stocks.apple.com/AGYIlEQdQQoOfT…

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Duncan S. Campbell @duncan__c

3 months ago

We must manufacture batteries at scale here in the US if we want to have any shot at the very near future of defense, robotics, mobility, and energy. Basically everything that matters right now goes back to batteries.

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Austin Devaney @AustinDevaney

3 months ago

Strong news that a number of participants are utilizing this for forward purchases possibly signaling a bottom in the #lithium market: CME Group Announces Record Volume, Open Interest Across Battery Metals Complex prnewswire.com/news-releases/…

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Austin Devaney @AustinDevaney

3 months ago

Strong news here correcting the argument that BEV’s want grow as much and that PHEV’s will be the dominant choice and put less pressure on the need for more critical minerals #Lithium

CN Wire @Sino_Market

3 months ago

Strong news here correcting the argument that BEV’s want grow as much and that PHEV’s will be the dominant choice and put less pressure on the need for more critical minerals #Lithium

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Austin Devaney @AustinDevaney

3 months ago

This is the problem everyone outside of China has. Refining is where some of the art in the value chain lies and without it you have nothing.

Michael Dunne @dunne_insights

3 months ago

This is the problem everyone outside of China has. Refining is where some of the art in the value chain lies and without it you have nothing.

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Jesse Peltan @JessePeltan

4 months ago

I don’t think people realize just how big of an impact batteries are already having on the grid. In just a few years, batteries have completely taken over ancillary services in ERCOT. The same will be true everywhere else soon. It’s far more efficient to provide ancillary…

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Austin Devaney @AustinDevaney

5 months ago

Fun time with my friend Joe ⁦@globallithium⁩ talking about lithium / trade / tariffs and demand along with a couple of fun items. podcasts.apple.com/us/podcast/the…

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Austin Devaney @AustinDevaney

6 months ago

Very encompassing plan to expand domestic production of critical minerals! Look forward to how this will help the industry whitehouse.gov/presidential-a…

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Austin Devaney @AustinDevaney

6 months ago

Fabulous thread on the challenge faced by auto dominated economies and the threat of falling behind in the transition to EV’s Germany/UK/Spain/Italy/USA/Brazil

Colin Walker @colinwalker79

6 months ago

Fabulous thread on the challenge faced by auto dominated economies and the threat of falling behind in the transition to EV’s Germany/UK/Spain/Italy/USA/Brazil

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Austin Devaney @AustinDevaney

6 months ago

I made a trip to Baton Rouge in 2011 to do a preemptive purchase of any material they may produce. Those quotes are comical that they are “well positioned” @globallithium

Joe Lowry @globallithium

6 months ago

I made a trip to Baton Rouge in 2011 to do a preemptive purchase of any material they may produce. Those quotes are comical that they are “well positioned” @globallithium

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Austin Devaney @AustinDevaney

6 months ago

A little peeved at the idea that 🇺🇦 is going to unleash this massive supply of minerals to benefit the 🇺🇸. Having been in the minerals & chemicals biz for the last 35 yrs developing a resource and building facilities to process them leave us a long way from any benefit if ever.