71 episodes

Joe Lowry (aka @globallithium on Twitter) and known as "Mr Lithium" is a 30 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 over 130 countries.

The Global Lithium Podcast Joe Lowry

    • Business
    • 5.0 • 3 Ratings

Joe Lowry (aka @globallithium on Twitter) and known as "Mr Lithium" is a 30 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 over 130 countries.

    Episode 116: Carlos Galli - "All Things Lithium in Argentina"

    Episode 116: Carlos Galli - "All Things Lithium in Argentina"

    Carlos Galli is a globally recognized expert in lithium brine technology. This is a wide ranging discussion on the lithium market in Argentina including what needs to happen from a policy perspective to fully leverage Argentina’s diverse portfolio of lithium containing salars.

    The importance of access to adequate quantities of fresh water for lithium projects and the great debate of how brine use should be considered in the water discussion.

    We review the top projects in some detail. LAC/Minera Exar, Orocobre (both Sal de Vida & Cauchari Expansion), Livent's expansion, Neolithium, POSCO, Eramet, Rincon, Lithica, Millennial, etc.

    Ganfeng's ambitious plans beyond Cauchari

    We also discuss Lake Resources and their recent commentary about their future

    Direct Lithium Extraction (DLE) is another topic both as it relates to Argentina and other parts of the world.

    The discussion strays across the border on occasion as we bring Chile and Bolivia into the discussion.

    • 1 hr 7 min
    Episode 113 Stephen Biggins

    Episode 113 Stephen Biggins

    My guest is Stephen Biggins the Managing Director of Core Lithium. Core is developing the Finniss Lithium Project in the Northern Territory of Australia near the capital city of Darwin. 

    We discuss:

    Their project: from metallurgy to process details and timing

    Relationships with two top level lithium producers – Ganfeng and Yahua

    Offtake details

    The project DFS

    Drilling to grow the reserve base

    The benefits of developing a project in the Northern Territory

    Lithium “fines” as a by product

    The market: entering the “perpetual lithium deficit”

    Becoming vertically integrated in the future

    Project execution challenges

    Building a team

    ESG

    Rapid fire

    • 42 min
    Episode 111: Dale Henderson

    Episode 111: Dale Henderson

    My guest is Dale Henderson, Chief Operating Officer, of Pilbara Minerals.

    Topics include:

    An operations update

    Acquiring and restarting Altura’s operations

    Increasing production to ~550K MT of spodumene concentrate by mid-2022 and more than a 1,000K MT by mid-decade

    The market and price outlook

    Financing

    Adopting new technology to reduce the operation’s carbon footprint

    Potential new products

    Company culture

    Lessons learned in the lean years

    Rapid fire

    Dale is on Twitter @henderson_dale 

    Pilbara Minerals is on Twitter and Instagram @PilbaraMinerals

    • 47 min
    Episode 108: Adam Panayi

    Episode 108: Adam Panayi

    Adam Panayi is the Managing Director of UK based EV and Battery consultancy Rho Motion. The key to understanding the future direction of the lithium industry is understanding the growth of EVs and batteries as well understanding the developments in cathode chemistry and solid state. Shout outs to Benchmark Mineral Intelligence, Simon Moores and Roger Atkins.

    In a little less than an hour we cover:

    How Rho Motion collects and parses data aka “how the forecast sausage is made”

    GWH projections for 2025 and 2030 – the driver of lithium demand

    The methodology of predicting Gigafactory utilization

    Stated Gigafactory capacity vs effective capacity

    EV penetration by region

    ESS – taking what batteries it can get (for now)

    Gigafactory start-up reject rates (the dirty little secret of battery producers)

    Warranties

    Why after several EV “false starts” it is different this time

    Cathode chemistry projections

    Rapid fire

    • 57 min
    Episode 107: Standard Lithium

    Episode 107: Standard Lithium

    Guests: Standard Lithium’s CEO, Robert Mintak and COO, Dr. Andy Robinson.

    Topics include:

    Managing a project and building a team remotely during Covid

    Getting the process right: scale and quality data matters

    The benefits of a building a new plant within a larger, established chemical operation

    Seeking attention and support from the Biden administration

    Timing of commercialization

    Potential of lithium from the Smackover formation beyond El Dorado

    The coming lithium supply mismatch with demand

    The actions needed from OEMs and policymakers

    After "rapid fire" I close the episode with comments/advice for the Biden administration on battery raw material supply chain policy

    • 39 min
    Episode 105: Alexi Zawadzki

    Episode 105: Alexi Zawadzki

    Alexi Zawadzki is the President of North American Operations for Lithium Americas (LAC).  He is currently leading the effort to bring Thacker Pass into production by mid decade.

    In this episode we discuss the resource (type and size), the current status of the project including pilot plant operations, LAC's commitment to sustainable project development, innovative mining and reclamation techniques, planned use of renewable energy and desire to minimize the impact to the environment. 

    Thacker Pass will be the first world class lithium resource to be brought online in the US in this century.

    • 41 min

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