Episode 236: Jon Evans

Episode 236: Jon Evans

June 6, 2026 ยท 1h 1m

About this episode

Jon Evans discusses the evolution of the lithium industry and key market dynamics.

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

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