Episode 236: Jon Evans

Jon Evans is the CEO of Lithium Americas and a long-time industry veteran.
Topics:
How the industry has changed since 2008
Why price stays higher for longer this cycle
The battery market
After the first Thacker Pass ton
US lithium demand
Not Jon's first rodeo
Partners
A lesson from Ted Lasso
What keeps Jon motivated
Sulfuric acid
LAC's position on the cost curve
America's midstream issue
Africa
What success at Thacker Pass looks like