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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

00:58:39

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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00:55:33

Episode 165: Denis Geoffroy

The Global Lithium Podcast ·

2023/07/04

Denis Geoffroy is the Chief Commercialization Officer at Nano One. Denis has spent a quarter of a century in the lithium ion battery space and was responsible for the only commercial North American LFP operation in Candiac, Quebec. We discuss his journey in LFP and how Nano One’s “One Pot” technology will enable a resurgence of LFP production in North America. Topics: LFP – born in Texas and the early days in Quebec LFP’s recent resurgence in the market How China came to dominate the market The

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00:53:49

Episode 164: Chris Gale

The Global Lithium Podcast ·

2023/06/26

Chris Gale is the founder and MD of Latin Resources. www.latinresources.com.au / @LatinRes on Twitter Topics: Backstory – the long, winding road to lithium Raising capital Going to South America How a lithium explorer survives Why Brazil? The long odds against explorers becoming producers Upgrading the resource Learning from Sigma’s experience What is a tier 1 lithium deposit? First steps in developing a project The Team The importance of getting a lithium legend on the BOD Potential

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01:05:54

Episode 163: Tu Le

The Global Lithium Podcast ·

2023/06/15

Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast. Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world. Topics: China's current & future position in the global EV market Average battery sizes The return of EV incentives in China ? EV price cuts Tu Le: "BYD is what Tesla wants to be" Why is GM's CEO saying they can't build a

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01:10:41

Episode 162: Ron Mitchell

The Global Lithium Podcast ·

2023/06/03

Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi. Topics: Ron’s backstory Early days doing business in China Building relationships Negotiating in China How does the industry 10X supply? Ron’s spodumene price “crystal ball” Global Lithium Resources' two projects Building the team at GL1 Partners Offtake Going downstream? Doing mining differently Geopolitics A

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00:43:35

Episode 161: John Worth

The Global Lithium Podcast ·

2023/05/18

John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Zealand and are leveraging that technology to provide direct lithium extraction (DLE) to a variety of asset types containing low levels of lithium (50 ppm & up). After successfully piloting DLE technology they now plan to move to the demo level with a target of

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00:59:09

E160: 3 Listeners / Livent & Allkem

The Global Lithium Podcast ·

2023/05/13

I speak with three podcast listeners who are also keen lithium investors - Nathan Wolyniec from Brisbane Australia; John McElroy, a Green Beret with more than 1,000 parachute jumps originally from Syracuse, NY and David Cebalo a retired investor from Indiana. We discuss what drew them to investing in lithium stocks, how they research companies and make decisions. I end the episode with some thoughts on the Livent - Allkem merger announced earlier this week.

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00:47:02

Episode 159: Chile/Argentina/Price

The Global Lithium Podcast ·

2023/04/29

There are two guests on this episode: Daniel Jimenez & David Guerrero. Both have been on the podcast multiple times. You will get perspective on Chile's new lithium strategy/policy from both sides of the Andes. We also discuss the lithium price and lithium development in Argentina. We probe the possibility of changes to Argentina's royalty structure and ponder Argentina's ultimate lithium production potential with and without DLE. We also briefly discuss lithium activity in

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00:41:30

Episode 158: The Lithium Decade

The Global Lithium Podcast ·

2023/04/10

I presented "The Lithium Decade" in Singapore last week at the Future Facing Commodities conference. Select slides from the presentation will be available on the Global Lithium website.

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00:59:32

Episode 157: Peter Hannah

The Global Lithium Podcast ·

2023/03/25

Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date. We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lepidolite, the perceived threat of sodium ion batteries and much more.

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01:02:24

Episode 156: Daniel Jimenez

The Global Lithium Podcast ·

2023/03/17

Daniel Jimenez is the MD of iLi Markets and a director of Galan Lithium. He has deep experience in lithium after spending almost three decades at SQM before starting his own firm. This is Daniel's fourth appearance on the podcast. In this episode we have a detailed discussion on current and future supply by region in the face of unprecedented demand growth. We discuss the currently volatile price situation in China, examine the reasons for it and try to put it in context with pricing in the markets

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00:53:15

Episode 155: Jigar Shah

The Global Lithium Podcast ·

2023/03/04

Jigar Shah (@JigarShahDC on Twitter) is the director of the Loan Programs Office at the Department of Energy. Mr. Shah was formerly the co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Jigar also has the best laugh of any prior guest on the podcast and celebrated his two year anniversary at the DOE on March 3rd – the day we recorded. Topics: The mandate of

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01:06:49

Episode 154: Emilie Bodoin

The Global Lithium Podcast ·

2023/02/25

Emilie Bodoin is the CEO of Pure Lithium. Pure Lithium is on a mission to change the way batteries are made. Topics: The current state of lithium metal technology Brine direct to lithium metal - the ultimate DLE? Lithium ion batteries: a successful compromise Making lithium metal batteries a reality Mentors: Dr Donald Sadoway & Robert Friedland The first big win Building a team Learning from mistakes Scale and cost Reality check A "not so loaded' question The DOE "disconnect" Lithium Metal Iron

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00:15:51

Episode 153: LAC - GM, The Thacker Pass Decision, &...

The Global Lithium Podcast ·

2023/02/08

This is a solo episode where I discuss: The recent General Motors investment in Lithium Americas The Thacker Pass decision Rumors regarding Mineral Resources interest in Patriot Battery Metals Another round of bad lithium analysis from a large bank. And a shout out to Seth Goldstein at Morningstar

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01:13:29

Episode 152: Sigma Lithium - Ana Cabral

The Global Lithium Podcast ·

2023/01/08

My guest is Ana Cabral the Co-CEO of Sigma Lithium Sigma is in the process of starting up the most significant hard rock project in South America Topics: Commissioning and start-up Sigma’s value proposition for the battery industry Spodumene to lithium chemicals conversion ratios Sustainability The market for tailings The team Becoming a 100K MT LCE producer Upstream disruption Boarder adjustments The “next guardian” of Sigma Ana’s view on the past failures of miners ESG The upward moving cost

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00:31:46

Episode 151: Lithium 2023 - "Great Expectations"

The Global Lithium Podcast ·

2023/01/02

This short solo episode takes a look at the lithium year that just ended but more importantly what to expect in 2023. Brought to you by brinefield services company Zelandez. DYOR - the Global Lithium Podcast does not present ANY investment advice.

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01:16:13

Episode 150: Chris Berry & Listener Questions

The Global Lithium Podcast ·

2022/12/17

Chris Berry (@cberry1 on Twitter) is the founder of Mountain House Partners, a Washington DC based advisory firm. He is also a sought after commentator on the lithium ion battery metals space. Nothing said on the podcast should be considered investment advice. DYOR - do your own research. Topics in this episode: The biggest lithium surprise of 2022 Price – where to from here? The Inflation Reduction Act Supply and demand Canada, Argentina, and Brazil Redwood Materials recent announcement Recycling

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00:46:02

Episode 149: Peter Oliver

The Global Lithium Podcast ·

2022/11/26

Peter Oliver has been one of the most influential people in the lithium industry over the past two decades. He spent 18 years at Talison – 12 years as CEO/Managing Director and later was a Non-Executive Director. Peter guided Talison through the acquisition by Tianqi Lithium in 2013 and then served as an advisor to Tianqi when they sold 49% of Talison to Rockwood (now Albemarle) and later acquired 24% of SQM. He was a founding director of Tianqi Lithium Australia, a wholly owned subsidiary of Tianqi

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178 results

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