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PODCAST

The Global Lithium Podcast

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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All Episodes

00:46:11

Episode 205: Q&A / Thoughts from Florida

The Global Lithium Podcast ·

2025/03/03

This is a solo episode answering listener questions. I also discuss what I learned at a recent conference in Florida.

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01:01:12

Episode 204: Andy Leyland

The Global Lithium Podcast ·

2025/02/08

Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain.Topics:State of the LIB supply chainChina vs the rest of the worldBattery demand growth in 2025Korea's bet on the USIs LFP "the answer" for North America?President Trump and critical metalsMarket "reset" or "new normal"CATL's lepidolite restartPrice in

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01:29:10

Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)

The Global Lithium Podcast ·

2025/01/11

The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global.Topics: State of the NEV market The rise of PHEVs Autonomous vehicles Zeekr (Geely) & Waymo Top Chinese NEV companies Tariffs Tesla Thinning the herd Legacy OEMs: who survives? FSD Battery energy storage

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01:05:26

Episode 202: Year End Wrap with Daniel Jimenez

The Global Lithium Podcast ·

2024/12/21

Daniel Jimenez and I discuss the following topics based on listener questions:2024 Surprises Lithium demand Trends in EV adoption PHEVs BESS growth The incentive price The cost curve Inventory Rio - Arcadium Africa's potential Price VW - Patriot Canada Argentina Ex China conversion LFP The "Trump" impact Rapid fire

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01:08:26

Episode 201: Thacker Pass (Hugh Broadhurst & Ryan...

The Global Lithium Podcast ·

2024/12/09

This episode takes a deep dive into the Lithium Americas Thacker Pass project . My guests are LAC GM Hugh Broadhurst and R&D Manager Ryan Ravenelle.Topics:What makes Thacker Pass special?Working with a major mining partnerThe significance of the Reno Tech CenterBenefits of being in a “mining” stateProduct specificationsThe TeamInfrastructureLogisticsThe “Goldilocks” sulfuric acid plantSustainabilityCommunity supportThe project timelineChallengesThe cost curveRapid fire

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01:02:05

Episode 200: Dale Henderson

The Global Lithium Podcast ·

2024/11/20

Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode.Topics: Pilbara’s four strategic pillars The wild ride for lithium (& Pilbara) Swing supply created by 2022 pricing The steepening cost curve Unsustainable pricing in 2024 The coming shortage Continuing to be nimble Managing through volatility The POSCO JV & other world class partners Where Pilbara sits on the cost curve Growth and the Latin

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01:02:50

Episode 199: Dan Blondal (Nano One)

The Global Lithium Podcast ·

2024/11/01

Dan Blondal aka "the man with one tweet" is the CEO of Nano One (TSX: NANO / OTC: NNOMF).Topics: A world class suite of partners The battery challenge Why ex China cathode capacity matters China's current LFP dominance Why the west has to do LFP differently The importance of ESS as a catalyst "Design one - build many" Will Japan make a battery comeback? The importance of the DOD investment Staying the course Rapid fire

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01:12:52

Episode 198: Lithium's Bright Future

The Global Lithium Podcast ·

2024/10/19

The majority of this episode is a presentation I made at the Panorama Minero "Lithium South America" event in Jujuy, Argentina on October 9, 2024. The presentation starts at ~ minute 23. The episode begins with a interview with Alejandro Columbo from Panorama Minero. We discuss what Panorama Minero does and how this event has grown over the last decade to global significance.My presentation "Lithium's Bright Future" also includes a discussion of the history of the industry and how the west's

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00:57:00

Episode 197: Live from Panorama Minero in Jujuy,...

The Global Lithium Podcast ·

2024/10/12

My favorite event on the annual lithium calendar is Panorama Minero's "Lithium South America". My guests on this episode are Daniel Jimenez of iLi Markets, Roland Chavasse of the International Lithium Association and JP Vargas the MD of Galan Lithium.

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01:07:48

Episode 196: Hatch (Sid Subramani)

The Global Lithium Podcast ·

2024/09/13

Sid Subramani has global responsibility for lithium projects at Hatch (@HATCHglobal on X), a professional services and engineering company. Topics: The Hatch role in lithium A typical engagement Red flags Projects: majors vs juniors Big Energy vs Big Mining DLE – when & how significant? Common project mistakes The importance of grade Why projects are late QPs Lepidolite Lithium jurisdictions Specifications Cap-Ex: China vs others The cost curve People Rapid fire

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01:07:49

Episode 195: Albemarle (Katie Pyfer)

The Global Lithium Podcast ·

2024/09/05

Katie Pyfer is a Senior Director of Energy Storage responsible for global pricing at Albemarle. She has a PhD in analytical chemistry.Topics: Product analysis Managing market cycles Price discovery "Micro" managing Battery demand Commodity or specialty chemical? Tolling The blending game Qualification Competitive tension The benefit of lithium auctions Price transparency Contracts The future of "futures"

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00:49:30

Episode 194: Listener Q&A

The Global Lithium Podcast ·

2024/08/23

I answer listener questions on this episode.Topics: The Future of DLE Argentina production in 2025 Black Swan events Can the US work with China? The Pilbara/LRS deal Is it time for more M&A? US production in 2030 EU lithium potential Hard rock vs brine The Salton Sea Is LFP the future? Oversupply - how long? SQM as a barometer of price Rapid fire

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01:00:10

Episode 193: Lisa Rebora (Equinor)

The Global Lithium Podcast ·

2024/08/06

Lisa Rebora is the Head of Global Lithium at Equinor, a global energy company (NYSE: EQNR). Equinor recently invested in two of Standard Lithium's projects in Arkansas and Texas but has lithium ambitions beyond the US.Topics: Who is Equinor? Capital commitment to low carbon solutions Why lithium? The long look at DLE Why Arkansas & Texas? The relationship with Standard Lithium The importance of Koch as a partner Building a lithium team Strength in Partnerships Challenges getting to

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01:05:58

Episode 192 Iola Hughes (Rho Motion)

The Global Lithium Podcast ·

2024/08/01

Iola Hughes is the Head of Research at Rho Motion, a battery information services company that is part of Benchmark Mineral Intelligence. Iola is @RhoMoIola on X Topics: Cathode chemistry GWH growth numbers China's amazing performance Pack sizes The EV slowdown (ex China) ICE-EV price parity Does BYD need the US? Will Tesla get the boot in China? Revival of the hybrids India Sodium ion OEM strategies Solid state batteries The ESS market Rapid fire

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01:01:20

Episode 191: Daniel Jimenez "Live"

The Global Lithium Podcast ·

2024/07/03

My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas.Topics: Lithium market sentiment Excess capacity across the lithium ion battery supply chain Recalibrating unrealistic North American and EU EV expectations Africa – opaque on volume and quality? SQM as a barometer of the industry Codelco and the Chilean state Tianqi’s failed dream in Chile SQM

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01:02:23

Episode 190: Standard Lithium

The Global Lithium Podcast ·

2024/06/22

My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO. Topics: Equinor - another great partner Focusing on high grade brine De-risking DLE with Koch Project timelines What the OEMs are looking for Why the Smackover is so significant 3 projects with a consistent flowsheet The Equinor deal structure Arkansas & Texas as lithium jurisdictions Continuing to build the team Managing 3 projects vs 1 Carbonate or hydroxide? Standard's place on the cost

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00:39:47

Episode 189: Ganfeng, ALB & MLC

The Global Lithium Podcast ·

2024/06/14

I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ganfeng. The episode opens with MLC CEO Paul Hogan briefly explaining why lithium may be a significant part of his company's future.

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00:56:46

Episode 188: SQM

The Global Lithium Podcast ·

2024/05/29

Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.

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00:51:25

Episode 187: Zelandez

The Global Lithium Podcast ·

2024/05/11

My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider ZelandezGene is @ZelandezGene on Twitter/X Clint is @Clint_Van on Twitter/X Topics: The "Schlumberger" of lithium Speeding up brine projects "ErLi" - modular lithium production The impact of price cycles Operating in Argentina vs Chile vs Bolivia Water use The Zelandez treasure trove of brine data DLE and brine reinjection The team and the culture The "BFT" Challenges working

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00:43:53

Episode 186: Listener Questions

The Global Lithium Podcast ·

2024/04/30

In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumene market, why I think brine based lithium returns to the lithium pole position in the coming decade and then I answer listener questions on everything from Canada, to what I invest in, to Brazil's lithium future to solid state batteries potential impact on the lithium supply chain. I likely

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