Thanks for the link. The interview is about 28 minutes long but there are a few long commercial breaks so probably closer to 20 minutes of meat.

Not a lot new, but a few nuggets I got for interest:

- Thacker Pass' finished product will go to cathode factories in Ohio, Kentucky and Tennessee

- Recent DOE loans include $2B to Redwood, $9B to Ford and $5B to another company. What LAC is hoping to get is not huge in relation to these loans

- TP is the first fully permitted lithium mine in the US in 60 years. Although limits have been set on the EIS process, there are still no limits on the appeal process. Don't expect a flood of new US sources in the immediate future

- Still targeting 2026 for mechanical completion of the plant with first product "shortly thereafter"

- 24 hour cycle from ore to finished product. Wow

- They have more water than is needed for Phase 1 (but presumably will need to source more for Phase 2). Through recycling each drop of water is used 7 times

- the number 1 restriction on private equity investment is permit certainty (time value of money); that's why the US government stepped in with loans

- Evans alluded to Phase 2 by 2030. Seems realistic