The Global Lithium Podcast

Episode 236: Jon Evans

June 6, 2026·1h 0m
Episode Description from the Publisher

Jon Evans is the CEO of Lithium Americas and a long-time industry veteran.Topics:How the industry has changed since 2008Why price stays higher for longer this cycleThe battery marketAfter the first Thacker Pass tonUS lithium demandNot Jon's first rodeoPartnersA lesson from Ted LassoWhat keeps Jon motivatedSulfuric acid LAC's position on the cost curveAmerica's midstream issueAfricaWhat success at Thacker Pass looks like

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