Daniel Jimenez and I discuss the following topics based on listener questions:

2024 Surprises

Lithium demand

Trends in EV adoption

PHEVs

BESS growth

The incentive price

The cost curve

Inventory

Rio - Arcadium

Africa's potential

Price

VW - Patriot

Canada

Argentina

Ex China conversion

LFP

The "Trump" impact

Rapid fire

This episode takes a deep dive into the Lithium Americas Thacker Pass project .

My guests are LAC GM Hugh Broadhurst and R&D Manager Ryan Ravenelle.

Topics:

What makes Thacker Pass special?

Working with a major mining partner

The significance of the Reno Tech Center

Benefits of being in a “mining” state

Product specifications

The Team

Infrastructure

Logistics

The “Goldilocks” sulfuric acid plant

Sustainability

Community support

The project timeline

Challenges

The cost curve

Rapid fire

Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode.

Topics:

Pilbara’s four strategic pillars

The wild ride for lithium (& Pilbara)

Swing supply created by 2022 pricing

The steepening cost curve

Unsustainable pricing in 2024

The coming shortage

Continuing to be nimble

Managing through volatility

The POSCO JV & other world class partners

Where Pilbara sits on the cost curve

Growth and the Latin Resources acquisition

The arrival of big balance sheets to lithium

Brazil as a lithium jurisdiction

Keeping the team motivated

Two questions from Dale

Rapid fire