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- 10. Okt.letzte Folge
Joe Lowry (@globallithium on X aka Twitter & IG) and known as "Mr Lithium" is a 30 plus year industry veteran and founder of the advisory firm Global Lithium LLC. Joe hosts the original lithium podcast featuring high level guests from the lithium chemicals industry, battery, cathode, and related areas. The Global Lithium Podcast remains the 'go to' offering in this space and has been downloaded in 181 countries.
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Episode 246: Carlos Galli
Carlos Galli is the VP of Growth and Innovation at Lithium Argentina. Topics: Update on phase 1 of Cauchari Quality, recovery and cost The planned brownfield expansion Starting with DLE Managing weather impacts Buffering ponds An El Nino ye
Episode 245: Lithium Volatility
A solo episode where I discuss the reasons for the recent price action, two schools of thought about where we are headed from here and why China needs Argentina more than Argentina needs China from a lithium perspective.
Episode 244: The China Syndrome
A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of invent
Episode 243: The International Lithium Association
My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics: The membership mix Not just a producer organization Communicating the industry message What is success for ILiA? Challenges Commodity or specialty chemical? Com
Episode 242: Standard Lithium
My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics: The LG offtake agreement How deals get done The market tailwind Standard's path to FID The DLE journey Advantages of Smackover brine Tightenin
Episode 241: Dr Yuan Gao
Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a major cathode maker, and is now on the b
Episode 240: "Lithium Summer" Update
In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly. Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on the supply and demand balance and the th
Episode 239: Venkee Sharma
Venkee Sharma is the Executive Chairman of Aquatech, a global leader in water and critical metals technology. Topics: Aquatech’s “superpower” Seizing opportunities in lithium The Team Aquatech’s view of the market DLE The op-ex challenge Be
Episode 238: David Park
David Park is the CEO of Standard Lithium. Topics: Leaving retirement for a lithium junior Capital challenges Partners Critical success factors Getting to FID Offtake agreements DLE The Team Bipartisan projects The benefits of Arkansas The
Episode 237: Lithium Confidential (Interview with Chris Berry)
Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience. The book is available via both as a paperback and e-book via Amazon
Episode 236: Jon Evans
Jon Evans is the CEO of Lithium Americas and a long-time industry veteran. Topics: How the industry has changed since 2008 Why price stays higher for longer this cycle The battery market After the first Thacker Pass ton US lithium demand No
Episode 235: Thoughts on the Market
This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.
Episode 234: Brine Fundamentals
My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk. Topics: Why do brine projects take so long? WA's hard rock advantages Will brine development be faster in this cycle The impact of big balance sheets Wha
Episode 233: Chris Reed
Chris Reed is the Managing Director of Neometals Topics: Status of the lithium market What China got right Pivoting from urban mining to brine LFP Conversion in the West Africa DLE The project in Utah SPAC of the century? Oh Canada Lithium
Episode 232: Tu Le
Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm. Topics: The Global EV picture The final frontier for China EVs The US "China EV" strategy GM and Ford The status of FSD (full self-driving) The changing
Episode 231: Dr. Tom Benson
Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina. Topics: Being creative in exploration The major upgrade to the Cauchari - Olaroz resource Bigger than the Atacama? Tom's history at Thacke
Episode 230: Lithium Update
This is a short solo episode. Topics: What lithium investors are asking The converter in Texas A tale of two earnings calls My visit to Thacker Pass
Episode 229: YJ Lee
YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee Topics: The Backstory YJ's path to lithium The learning process His bullish forecasts EVs, E-trucks & BESS Picking winners Ganfeng & Tianqi tu
Episode 228: Rene LeBlanc
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 ne
Episode 227: The New Year in Lithium
This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.
Episode 226: Daniel Jimenez (Year End Wrap)
Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch Topics: The rapid growth of BESS CATL China's weakening grip on lithium Hidden costs in Africa The tightening market Where is the money made in L
Episode 225: The Missing Midstream
This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were: David Park, CEO of Standard Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas S
Episode 224: Lithium Argentina & Ganfeng
There are three guests and a cameo appearance in this episode. Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'Brien the head of investor relations at
Episode 223: Listener Q&A
This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week. Topics: Ganfeng on supply / demand / price Canaccord's take on the market BESS Exxon's comments on lithium The midstream DLE Rio's lithiu
Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders)
The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor,
Episode 221: Emilie Bodoin
Emilie Bodoin is the founder and CEO of Pure Lithium. The mission of Pure Lithium is commercializing a rechargeable lithium metal battery. Topics: Improving how lithium metal is made Simplifying the battery supply chain Why making EV batter
Episode 220: Chris Berry / Ernest Scheyder
Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below." Topics: The US critical metals strategy The US trend towards state capitalism P
Episode 219: Ron Mitchell
Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for several years. Topics: The challenge of d
Episode 218: Chris Doornbos
Chris Doornbos is the Founder and CEO of E3 Lithium. Topics: Thinking differently about lithium The Alberta advantage The Team DLE Sorbent flexibility Timing Financing options Price & price supports The "lithium buyer's club"? The cost curv
Episode 217: The End of Lithium Winter - Part 2
I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than
