Episode 228: Rene LeBlanc
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About this listen
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
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