Episode

Episode 236: Jon Evans

Podcast: The Global Lithium Podcast
Published: Jun 6, 2026
Duration seconds: 3653
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Canonical source: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-236-Jon-Evans-e3ke4kk
Audio: https://anchor.fm/s/e113880/podcast/play/121098324/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-6%2F36d13157-91c3-bffd-8c36-0a7a0924292c.mp3
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Summary

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