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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

00:56:18

Episode 185: Cauchari

The Global Lithium Podcast ·

2024/04/12

This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar is a JV between Lithium Argentina and Ganfeng located in Jujuy Province, Argentina. We discuss what we saw and how each guest evaluates a project that is ramping up: 1) What were they key questions they wanted answered? 2) What was their overall impression of the project? This episode is brought

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01:03:12

Episode 184: Michael Dunne

The Global Lithium Podcast ·

2024/04/07

Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on Asia.Topics: Son of a "car spy" China's lead in EVs The demise of Detroit in China Can the west catch-up? BYD - the early days China's other EV suppliers CATL's significance Can the US be a meaningful battery supplier? Toyota's hybrid strategy Should China be allowed in

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00:43:09

Episode 183: Singapore Sling

The Global Lithium Podcast ·

2024/04/04

This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles Topics: In the beginning there was North Carolina hard rock Questions you should be asking about the lithium market Where did 2023 "oversupply" come from? China battery players influence on lithium price Increasing

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01:00:09

Episode 182: Jon Evans

The Global Lithium Podcast ·

2024/03/21

Jon Evans (@jdevans4005 on X) is the CEO of Lithium Americas and one of the most influential leaders in the lithium industry.Topics: Building Thacker Pass – the largest lithium resource in North America The team The project timeline Lessons from Cauchari Lithium through a national security lens GM as a partner LFP in the US Lessons from the DOE loan process The importance of LAC’s Tech Center Partnering with local stakeholders The lithium market Dealing with the anti mining crowd Improving price

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00:59:16

Episode 181: Seth Goldstein

The Global Lithium Podcast ·

2024/03/16

Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast.Topics: Defining a top pick at Morningstar Why Seth believes the lithium stocks he follows are undervalued Bullish on LAC and Thacker Pass LAC’s DOE loan Incentivizing a North America battery supply chain Lithium Argentina’s impressive start-up at Cauchari Seth’s candid thoughts on Albemarle & their price strategy SQM &

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01:00:47

Episode 180: Andy Leyland

The Global Lithium Podcast ·

2024/02/20

Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain.Topics: What Supply Chain Insights does 2023: the "rebalancing" year The lepidolite spectrum Lithium demand - still robust The turnaround in ESS Sodium ion batteries Oversupply Inventory levels The future of conversion in China Brine: "Argentina's race to lose" Two ways of looking at price Why is

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00:30:05

Episode 179: Lithium 2024

The Global Lithium Podcast ·

2024/01/25

A solo episode. What I see in 2024 off the top of my head. I recorded it but haven't listened to it yet. Topics: Woodmac and the damage done. A couple WA ASX updates Price - where to from here? Why the press doesn't get lithium DLE The comeback of brine A lot of shout outs

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01:12:15

Episode 178: Blair Way

The Global Lithium Podcast ·

2024/01/11

Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTC Topics: Humble beginnings in Quebec The maiden resource Drill program The team How big a resource? The lake Production timing Realistic goals Why scale matters The “Brinsden” effect Albemarle Top 3 challenges Will Patriot own Corvette at start-up? Rapid fire

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01:25:19

Episode 177: Year End Wrap

The Global Lithium Podcast ·

2023/12/20

My guests are Chris Berry (@cberry1 on X) and Daniel Jimenez (@D_Jimenez_Sch on X). Both gentlemen are multi episode guests that bring a wealth of expertise to any lithium conversation. We discuss the highlights and lowlights of a dramatic year in lithium and also look to the year ahead.

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00:59:56

Episode 176: Patrick Howarth (Exxon)

The Global Lithium Podcast ·

2023/12/12

Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 using Direct Lithium Extraction (DLE). The company intends to become a major lithium producer by 2030. Exxon also developed the first lithium ion battery prototype in the 1970s. Topics: Exxon’s Low Carbon Solutions Group Leveraging Exxon’s technology capabilities to decarbonize Drilling for lithium vs

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00:54:08

Episode 175: Ernie Ortiz

The Global Lithium Podcast ·

2023/12/03

Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X). Topics: Ernie's backstory The LRC business model Primary vs secondary royalties Building the portfolio Why the focus on hard rock assets? The team The brand Does market negativity create opportunity? Price Competition ESG The IRA Improving lithium industry performance Rapid fire

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00:26:22

Episode 174: Update from Asia & Beyond

The Global Lithium Podcast ·

2023/11/27

A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less. Topics: Korean worries about the IRA Japan: the land of the "setting sun"? How many legacy OEMs survive? Price - what's next? Concern about the usefulness of indexes SQM ALB #ChrisGina Argentina elections

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00:51:34

Episode 173: Team Money of Mine (Part 2)

The Global Lithium Podcast ·

2023/11/01

Part 2 with the Money of Mine podcast team: Matt Michael, Travis Ricciardo, and Jonas “JD” Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building a “media empire.” I met them on a trip to Australia in September and was invited to be a guest on their show. I am now a regular listener. You can access their daily content via YouTube and all major podcast platforms. On X (aka Twitter) @moneyofminepod Topics: Piedmont

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01:00:53

Episode 172: Team Money of Mine (part 1)

The Global Lithium Podcast ·

2023/10/26

My guests are the Money of Mine podcast team: Matt Michael, Travis Ricciardo and Jonas "JD" Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building their "media empire". I met them on a trip to Australia in September when they invited me to be a guest on their show – a link to that episode on YouTube is here. You can get their daily content via YouTube and all major podcast platforms. On X, they are

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00:59:51

Episode 171: Tu Le - Vol II

The Global Lithium Podcast ·

2023/10/22

Tu Le is the Founder and Managing Director of Sino Auto Insights. He is also co-host of the China EVs & More Podcast. @SinoAutoInsight on X Topics: The UAW Strike The future of the "Big 3" US automakers Tesla's huge EV lead in the US Modifying IRA rules The long road to NA/EU battery competitiveness The German auto retreat in China EV = battery & software The China EV market The India EV market China market misinformation LFP in North America Rapid fire

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00:53:37

Episode 170: Iggy Tan

The Global Lithium Podcast ·

2023/09/22

Iggy Tan is the Non-Executive Chairman of Lithium Universe (ASX: LU7) and the Managing Director of Altech Chemicals. He was formerly the CEO of Galaxy Lithium. Topics: The Backstory At Greenbushes in the 1990s Trying to make carbonate in Oz in the 1990s Iggy’s time at Galaxy Mt Cattlin and Zhangjiagang China’s first “western” lithium plant Building Galaxy’s lithium portfolio Time away from lithium Creating a “Lithium Universe” The team The business model for Canada The industry’s biggest

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00:26:50

Episode 169: "Down Under"

The Global Lithium Podcast ·

2023/09/18

A summary of my recent 12 day trip to Australia.

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00:58:39

Episode 168: Tony Ottaviano

The Global Lithium Podcast ·

2023/09/12

Tony Ottaviano is the CEO of Liontown resources. This episode was recorded at Liontown's offices in Perth, Australia the day after I visited their Kathleen Valley project. Topics: Building a culture Alignment The onboarding experience Relationship with the Tjiwarl The Dragonfly camp design Using renewable energy Empowerment Documentation & control Operational readiness Supply contracts / customer visits The Albemarle deal Going downstream? Price Where to next? Peak Australia LCE

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01:04:01

Episode 167: Lithium Argentina

The Global Lithium Podcast ·

2023/08/13

Lithium Americas will separate into two entities in the fourth quarter of 2023. LAC’s South American assets will become Lithium Argentina (@Lithium_ARG on X aka Twitter). I spent a few days with the team last week in Buenos Aires and Salta, Argentina. Recording a podcast seemed like a natural thing to do. John Kanellitsas, Franco Mignacco, Ignacio Celorrio, Carlos Galli and Tom Benson joined me with a cameo appearance by Kelly O’Brien. Topics: The journey to becoming Argentina’s third lithium

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00:53:20

Episode 166: Listener Q&A

The Global Lithium Podcast ·

2023/07/13

On this episode I enlist the help of Rene LeBlanc & Tara Berrie to help me answer listener questions that cover a broad cross section of interests from how to evaluate lithium projects to the impact of the Inflation Reduction Act to where price may be heading. Shout outs to Daniel Jimenez and Chris Berry.

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175 results

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