# Episode 236: Jon Evans Page: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-236-jon-evans Text version: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-236-jon-evans.md Podcast: [The Global Lithium Podcast](https://stenobird.com/podcast/the-global-lithium-podcast-1191702) Published: 2026-06-06T19:49:15+00:00 Episode link: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-236-Jon-Evans-e3ke4kk Audio file: https://anchor.fm/s/e113880/podcast/play/121098324/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-6%2F36d13157-91c3-bffd-8c36-0a7a0924292c.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-236-jon-evans Duration seconds: 3653 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-236-jon-evans/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-236-jon-evans.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.