Piedmont Lithium Inc.: insider trades · United States · SEC (Form 4)

About Piedmont Lithium Inc.

Piedmont Lithium Inc. is a U.S.-listed mining and materials company traded on the NASDAQ under the ticker PLL in the United States. The company is focused on the lithium value chain, a critical input for electric-vehicle batteries and energy storage systems. Founded in 2016 and headquartered in Belmont, North Carolina, Piedmont has positioned itself as a North American lithium supplier with an industrial strategy tied to the U.S. battery supply chain and the broader electrification theme. Operationally, Piedmont is not a single-asset story. Its business model combines its Carolina Lithium project in the United States with strategic interests and offtake-related exposure in Quebec through North American Lithium, as well as a partnership in Ghana through Atlantic Lithium’s Ewoyaa project. That multi-jurisdiction structure gives the company optionality across development, processing, and product supply, while keeping the core investment case concentrated on lithium. The company’s products and commercial focus are centered on spodumene concentrate today, with a longer-term ambition to move further down the value chain into battery-grade lithium products. From a competitive standpoint, Piedmont operates in a cyclical, capital-intensive industry shaped by lithium pricing, permitting timelines, project execution, and financing access. Its relative strengths include its North American focus, its strategic relevance to U.S. EV supply chains, and its portfolio of assets and partnerships across North America and Africa. At the same time, the company faces intense competition from established global miners, regional lithium developers, and vertically integrated players, all competing for supply contracts, financing, and operating scale. Recent company developments have been centered on ramp-up progress at North American Lithium, which has contributed to shipment volumes, and ongoing permitting and development work at Carolina Lithium. In 2025, Piedmont also highlighted its strategic engagement around a proposed merger with Sayona Mining and continued regulatory progress tied to the Ewoyaa project in Ghana. For investors, the stock remains a high-beta exposure to lithium market fundamentals, project delivery, and the company’s ability to advance assets while navigating a volatile pricing environment.