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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

00:45:33

Episode 225: The Missing Midstream

The Global Lithium Podcast ·

2025/12/06

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 LithiumDan Blondal, CEO of Nano OneHugh McDonald, Arkansas Secretary of CommerceBhageerath Vadhi, Geologist - Ford Motor CompanyTopics:What is the midstream?Why does it matter?The cathode bottleneckChina's current dominant positionMarginsNano One's LFP advantageWashington's perspective and roleEmphasizing energy

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01:13:33

Episode 224: Lithium Argentina & Ganfeng

The Global Lithium Podcast ·

2025/11/23

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 Lithium Argentina.Topics:History of the LAR - Ganfeng partnershipConsolidating assets - PPGThe "marriage" & synergyGanfeng's view of ArgentinaRIGIThe success of CauchariThe teamGanfeng's recent market growth commentsThe incentive

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00:25:12

Episode 223: Listener Q&A

The Global Lithium Podcast ·

2025/11/19

This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.Topics:Ganfeng on supply / demand / priceCanaccord's take on the marketBESS Exxon's comments on lithiumThe midstreamDLERio's lithium future US Congress on China's predatory pricingLiontown's spod auctionIGO's Kwinana woes

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01:02:13

Episode 222: The Arkansas Lithium Innovation Summit...

The Global Lithium Podcast ·

2025/10/30

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, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium.Topics:Why Arkansas?Angela's storyGoing downstreamNo DLE, no SmackoverUS policy gapsStockpile optionsBuilding value chainsThe Smackover Lithium cultureForce multipliersAquatech's businessProcess

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00:50:38

Episode 221: Emilie Bodoin

The Global Lithium Podcast ·

2025/10/25

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 madeSimplifying the battery supply chainWhy making EV batteries is not the company's goalSpeedLFP and vanadiumPartnersMentorsThe commercialization planWhy solid state batteries aren't a panaceaRapid fire

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01:20:45

Episode 220: Chris Berry / Ernest Scheyder

The Global Lithium Podcast ·

2025/10/04

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 strategyThe US trend towards state capitalismPicking winnersLAC/GM and the DOE loan "deal"Free money??The market bottomThe OPEC analogy to lithiumLithium's version of frackingDLE's future roleLithium as a "party animal"The long road to a circular economyRapid

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00:59:27

Episode 219: Ron Mitchell

The Global Lithium Podcast ·

2025/09/18

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 developing resourcesDe-risking projectsPriceAfrica - reality vs hypeLepidolite - mountains of residueThe beauty of vertical integrationThe hard rock cost curveIncentive pricesHard rock conversion beyond ChinaPeak spodumene in AustraliaRisk management toolsIssues

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01:10:18

Episode 218: Chris Doornbos

The Global Lithium Podcast ·

2025/09/05

Chris Doornbos is the Founder and CEO of E3 Lithium.Topics:Thinking differently about lithiumThe Alberta advantageThe TeamDLESorbent flexibilityTimingFinancing optionsPrice & price supportsThe "lithium buyer's club"?The cost curveInfluencing policyThe critical pathRapid fire

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00:20:32

Episode 217: The End of Lithium Winter - Part 2

The Global Lithium Podcast ·

2025/08/21

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 many people think.

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00:54:51

Episode 216: Dr. Cormac O' Laoire

The Global Lithium Podcast ·

2025/08/13

My guest is Cormac O'Laoire, PhD the Managing Director of Electrios Consultants. We have a far ranging discussion on the rise of China in the lithium-ion battery space. We cover how China out competed their formerly stronger rivals in Japan and Korea and discuss the current and future state of batteries, NEVs and BESS. Given recent events we also cover lepidolite in Yichun and brine in Qinghai.

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00:20:38

Episode 215: The End of the Lithium Winter

The Global Lithium Podcast ·

2025/07/28

This is a solo episode where I share some thoughts regarding why I think the recent "lithium winter" is over. I believe price has bottomed and a new upward cycle has begun.

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01:03:08

Episode 214: Jesse Edmondson & Arthur Orduna

The Global Lithium Podcast ·

2025/07/20

Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared mission: to put Arkansas squarely on the global lithium map.In this episode, we discuss:Why major players like Exxon, Equinor, and Chevron have chosen Arkansas for their first lithium investmentsHow a small startup like Standard Lithium partnered with a Norwegian oil major—and why that collaboration

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00:48:21

Episode 213: Sam Pigott Live (Lithium Argentina)

The Global Lithium Podcast ·

2025/06/28

Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las VegasTopics:Sam's backstoryStatus of CauchariRelationship with GanfengThe JV model with GanfengBuilding 150K MT of new capacity in Salta ProvinceAreas of focusLong-term supply challengesLeveraging DLE for lower costProduct optionalityGrowing as a leaderInfrastructure needs in ArgentinaThe talent poolLocal politicsSuccess factorsSam's recent China visitRapid

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01:03:51

Episode 212: Summit Nanotech

The Global Lithium Podcast ·

2025/06/12

My guests are Summit Nanotech CEO Amanda Hall and President Joe Arencibia. Topics:Being a troublemakerDefining DLEDLE " flavors"Amanda's "rules" for SummitComplexity vs scaleWater usageRecovery ratesSurviving in a down marketStanding out vs competitorsChinese competitionDLE in 2030What's next?Rapid fire

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00:23:33

Episode 211: Smackover, SQM & Oz

The Global Lithium Podcast ·

2025/05/31

A solo episode with comments on the royalty hearing in Arkansas this week, SQM's earnings call and a "doom & gloom" analyst call "Down Under".

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01:06:35

Episode 210: Dr Yuan Gao

The Global Lithium Podcast ·

2025/05/21

Yuan Gao is one of the most experienced voices in the lithium ion battery world with more than a quarter century of experience across countries, companies and technologies. Topics:Reasons behind CATL & BYD's successThe China battery ecosystem"Dare to gamble"Is battery success possible in North America?Cathode developmentsComparing China's cost structure to ROWThe CATL "playbook"Leveraging vertical integration to lower lithium pricesPrice expectationsThe cost

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01:15:25

Episode 209: Carlos Galli

The Global Lithium Podcast ·

2025/04/24

Carlos Galli is the VP of Growth & Innovation at Lithium Argentina. He is a global expert in lithium brine technology.Topics:Argentina's growing competitiveness in lithiumThe arrival of "big balance sheets" in the PunaLithium's need for transparencyLearnings from ChinaBattery/cathode techThe China lithium reprocessing industryIs lithium chloride the "NBT"?The partnership with GanfengThe DLE demo plantAdvantages of solvent of extractionWhy ponds with DLE make

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00:48:49

Episode 208: Carlos Vicens (Full Circle Lithium)

The Global Lithium Podcast ·

2025/04/18

Carlos Vicens is the founder and CEO of Full Circle Lithium, a company that has developed an effective fire extinguishing agent for lithium fires. As the world moves to electric transportation and large scale BESS (battery energy storage systems) the risk to life and property from lithium fires has grown exponentially. Full Circle Lithium believes their FCL-X product is a viable solution to the problem.Topics:How significant an issue are lithium fires?Why lithium fires are so challenging to

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00:59:07

Episode 207: Austin Devaney

The Global Lithium Podcast ·

2025/04/12

Austin Devaney has a wealth of lithium experience from a decade with Rockwood/Albemarle, his time with Piedmont Lithium and his new advisory business: Li7 Charged.Topics:The state of the industrySupply/demandChina's price strategy The importance of Rio Tinto's entryThe rush to AfricaA "China build" vs the WestThe new cost curveThe future of US lithiumCathode (ex China)Elon dramaAlbemarle's woesWhat is the incentive price?Rapid fire

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01:07:26

Episode 206: Metals Hub (Dr. Frank Jackel)

The Global Lithium Podcast ·

2025/03/15

Dr Frank Jackel is the co-founder and Managing Director of Metals Hub (metals-hub.com @metals-hub on X).Metals Hub is a leading software solutions provider that optimizes procurement processes. One of the most significant issues facing the lithium industry is lack of clarity on pricing. Metals Hub is part of the solution to that problem. I have no financial interest in Metals Hub. Nor was I compensated for having them on the podcast.Topics: What Metals Hub doesThe need for price

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