Episode 228: Rene LeBlanc

Episode 228: Rene LeBlanc

January 23, 2026 · 56 min

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

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