The Global Lithium Podcast Joe Lowry
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- Business
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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Episode 190: Standard Lithium
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 curve
What's next?
Rapid fire -
Episode 189: Ganfeng, ALB & MLC
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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Episode 188: SQM
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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Episode 187: Zelandez
My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider Zelandez
Gene 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 at altitude
To "BG" or not to "BG"
Competition
Rapid fire -
Episode 186: Listener Questions
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 repeat myself a few times given that tends to happen when I talk for 40 minutes without a script. -
Episode 185: Cauchari
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 to you by Zelandez and Mississippi Lime.