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How Lithium Americas Is Reshaping the US Battery Supply Chain
Episode 115 of International Business with Fexingo: Lucas and Luna explore how Lithium Americas is building a domestic lithium supply chain from scratch, breaking China's near-monopoly on battery-grade lithium processing. They discuss the company's Thacker Pass mine in Nevada, the $2.26 billion DOE loan, offtake agreements with Tesla and Ford, and the geopolitical stakes as the US tries to onshore critical mineral production. With the trade-weighted dollar easing slightly and emerging market ETFs like FXI and EWZ rallying, the hosts connect the macro currents to this single…
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