The Global Lithium Podcast

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

This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.

My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk.
Topics:
Why do brine projects take so long?
WA's hard rock advantages
Will brine development be faster in this cycle
The impact of big balance sheets
What makes a great brine project?
Brine recovery rates
The "promise" of DLE
No DLE, no Smackover
"Brine without borders"
Modular brine production
The brine talent pool
Rapid fire

Chris Reed is the Managing Director of Neometals
Topics:
Status of the lithium market
What China got right
Pivoting from urban mining to brine
LFP
Conversion in the West
Africa
DLE
The project in Utah
SPAC of the century?
Oh Canada
Lithium history lessons
Demand in 2030
CATL's lithium strategy?
Supply in 2035
Geopolitics

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.
Topics:
The Global EV picture
The final frontier for China EVs
The US "China EV" strategy
GM and Ford
The status of FSD (full self-driving)
The changing perception of Tesla in China
What's next for BYD and Tesla?
When will CATL be producing batteries in the US?
The "best of the rest" China EV companies
Rapid fire
The growing angst in China over lithium supply