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
People in this episode
Host: Joe Lowry
Guest: Jon Evans
Topics covered
- lithium industry changes
- battery market
- US lithium demand
- cost curve
- midstream issues
- Thacker Pass success
Keywords
- lithium
- battery market
- Thacker Pass
- US demand
- cost curve
- midstream
- Africa
- Ted Lasso
Mentioned in this episode
Organizations: Lithium Americas
Places: America, Thacker Pass, Africa
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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
- Episode 230: Lithium Update · March 5, 2026 · 24 min
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