Thacker Pass timeline and scale context

Rene is a VP at Lithium Americas and one of the best technical minds in the industry.

Topics:

How the industry has changed in 20 years

The return of LFP

Flowsheets

China's overnight success after two decades

The challenge for America

The next cycle

Is the low hanging fruit gone?

What derailed high nickel cathode

Tesla's Texas converter hype

BESS

DLE

Thacker Pass update