141 episodes
The Global Lithium Podcast Joe Lowry
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- Business
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4.8 • 36 Ratings
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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 191: Daniel Jimenez "Live"
My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas.
Topics:
Lithium market sentiment
Excess capacity across the lithium ion battery supply chain
Recalibrating unrealistic North American and EU EV
expectations
Africa – opaque on volume and quality?
SQM as a barometer of the industry
Codelco and the Chilean state
Tianqi’s failed dream in Chile
SQM in Australia
ALB – strategy or tactics?
Big Oil’s move into lithium
Can the oil companies use DLE to transform the industry?
Arcadium – synergy?
Chile – outside of the Atacama
Argentina’s lithium future
Bolivia
Brazil’s hard rock boom
Canada as a lithium province
The future of US lithium
Who will be the marginal cost producer?
The incentive price
Lepidolite
Building lithium ion supply chains ex China
Galan’s project
Rapid fire
Auction advice for Albemarle
Eramet - DLE's first full scale plant or another black eye?
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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.
Customer Reviews
Full of great perspective on his experiences in the Lithium market
I’ve only recently began peaking an interest in the lithium space, honestly I didn’t about it so I have to admit I’m uneducated and I look forward to this podcast to gain knowledge and perspective in a space Joe knows so well. You don’t earn the name Mr. Lithium without knowing your stuff. Keep up the great work thank you for what you do Joe.
Joe has a point of view!
Joe’s experience and contacts are ‘must listen’. While Joe did not get the price movement right last year, he did provide a lot of useful context for what was happening as the lithium price melted down. The best aspect of the podcast is his vast knowledge of all of the companies and especially how China operates. I have deep respect for his willingness to put himself out there on his podcast. Very grateful for Joe Lowry.
Thank you for the education!!
Has really open my eyes to the lithium market…This podcast and other sources has helped lead me and two partners to stake claims covering 37 mi.² in the same host rock as Thacker Pass