About this episode
Rene LeBlanc discusses the evolution of the lithium industry over the past 20 years and various challenges and developments facing the sector.
Rene is a VP at Lithium Americas and one of the best technical minds in the industry. Topics: How the industry has changed in 20 years The return of LFP Flowsheets China's overnight success after two decades The challenge for America The next cycle Is the low hanging fruit gone? What derailed high nickel cathode Tesla's Texas converter hype BESS DLE Thacker Pass update
People in this episode
Host: Joe Lowry
Guest: Rene LeBlanc
Topics covered
- industry changes
- LFP return
- China's success
- American challenges
- next cycle
- nickel cathode issues
- Thacker Pass update
Keywords
- lithium
- industry changes
- LFP
- China
- nickel cathode
- Thacker Pass
- BESS
- DLE
Mentioned in this episode
Organizations: Lithium Americas
Products: LFP, high nickel cathode, BESS, DLE
Places: America, Texas, Thacker Pass
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- Episode 233: Chris Reed · April 12, 2026 · 59 min
- Episode 232: Tu Le · March 26, 2026 · 1h 10m
- Episode 231: Dr. Tom Benson · March 11, 2026 · 1h 4m
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