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 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. -
Episode 184: Michael Dunne
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 the US market?
Advice for POTUS
BYD in Brazil
The Art (of EV) War
How China out negotiates competitors
Vin Fast in the US
Rapid fire -
Episode 183: Singapore Sling
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 capital intensity
The cost curve
Negative sentiment
Demand: all about batteries in 2024
Lithium price: a many splendored thing
Bottom "price" fishing
Supply
"Swing supply"
This cycle vs the last one
Do the work! -
Episode 182: Jon Evans
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 discovery
Why Jon didn’t take the easier career path
Motivating the team in hard times
Rapid fire -
Episode 181: Seth Goldstein
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 & Arcadium
Arcadium’s long struggle with expansions
The global EV growth story
The politics of EVs in the US
BYD & Tesla
Lithium prices
CATL’s inventory “tells” & the impact on lithium demand
Lepidolite costs
ESS
Rapid fire