Jon Evans is one of the most effective and knowledgeable executives in the lithium world. He is also a great leader.
I have known Jon for well over a decade. First as my boss when I was running FMC Lithium’s Asia operations. When I left FMC and started Global Lithium, Jon was often a source of insightful advice. He remains a mentor to me despite being a Zodiac calendar younger than I am. Yes, you can still use a mentor in your 60s.
Among the topics we cover:
The status LAC’s projects in Argentina (Cauchari) and the US (Thacker Pass)
The positive aspects of Covid project delays
Why a US critical metals supply chain will develop despite many with a “not in my backyard” mindset
The high level of partnership interest in Thacker Pass and why Jon doesn’t want or need an offtake agreement
LAC’s strong balance sheet and the flexibility it brings
Building effective teams and how LAC hires
Risk mitigation
Global supply and demand
The developing “broader audience” for lithium
ESG
Dangerous assumptions
Why the industry will need to produce products beyond carbonate and hydroxide for the battery industry
Rapid fire
