The Global Lithium Podcast
The Global Lithium Podcast
Joe Lowry
Episode 236: Jon Evans
1 hour Posted Jun 6, 2026 at 7:49 pm.
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Show notes

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