90 episodes
The Global Lithium Podcast Joe Lowry
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- Business
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4.7 • 23 Ratings
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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 140 countries.
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Episode 138: Peter Hannah
Peter Hannah is the Senior Price Development Manager at Fastmarkets and one of the best young commentators in the battery metals space.
We discuss:
Lithium supply and demand dynamics
The meaning and importance of the spot price Ponder when lithium will mature as an industry
Why supply will define demand over the next few years Discuss the future of hedging lithium
And why we agree $16/kg lithium carbonate won’t happen anytime soon
I close this episode with thoughts on recent analyst reports, Argentina’s latest move to secure fair export prices and BYD’s foray into Africa -
Episode 137: David Guerrero
David Guerrero is currently an independent consultant and advisor with a long history in the Argentina lithium industry beginning with Lithium One before becoming the President of Galaxy Resources - Argentina. David is sought after by parties from around the world that draw on his deep knowledge when considering investments in South American lithium brine assets.
Topics:
The current state of the lithium industry in Argentina
Which new projects have the best chance of producing by 2025 & 2030
The most significant barriers to success for brine projects
Infrastructure challenges
The potential for export of “liquid spodumene” aka lithium chloride brine
The role of Federal and Provincial governments in the lithium industry
Argentina vs Chilean royalty policy
Lithium geopolitics
ESG
DLE
Rapid fire -
Episode 136: WeChat Lithium Night
My Q&A session with a WeChat Group featuring some of the brightest young minds in the lithium/battery/EV ecosystem.
Topics:
The Rise and Future of Ganfeng
Global Supply Chain Issues
BYD & CATL's Future Outside of China
Tesla's Lithium Positioning
The Lithium Decade
Why Didn't Western Lithium Companies Prepare for the EV Boom?
Do Any Legacy OEMs have a Meaningful Lithium Strategy?
The Best Barometer of Lithium Price
Chile's Lithium Future
How Much Influence will China have in Argentina's Lithium Future?
DLE
Geopolitics and the Battery Space
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Episode 135: Dr. Rene LeBlanc
Rene LeBlanc is the Chief Technical Officer at Lithium Americas. Rene has also worked for Tesla and FMC Lithium (now Livent).
Topics:
How much lithium is needed in the production of a lithium ion battery pack?
Update on Cauchari
Ramping up a greenfield lithium project
Cycle times
Seasonality in brine production
Update on Thacker Pass
LAC's new Technical Center in Reno
DLE
Price
ESG
Cauchari's water use vs currently used DLE
Talent acquisition
Rapid fire -
Episode 134: Rio Tinto (Marnie Finlayson & Grant Donald)
My guests from Rio Tinto are Marnie Finlayson, MD of Battery Materials, and Grant Donald, GM of Strategic Marketing, Minerals.
Topics:
RT’s battery materials strategy
Being a leader in the green economy
Producing lithium from mine waste in California
The Rincon project in Argentina
The battle for lithium talent
Supporting local communities
Development timelines
Keeping up with technological change
RT’s view of the market going forward
RT’s thoughts on where their lithium will go
The status of the Jadar project in Serbia
Price
Being a leading force in the energy transition
How does RT’s battery business look in five years?
Rapid Fire
In my closing remarks I discuss Elon Musk’s tweet about getting in to lithium production. Lithium remains Elon and Tesla’s Achilles’ heel -
Episode 133: Simon Moores
Topics:
The Benchmark vision & business model
Limiting factors to the growth of the “lithium ion economy”
The “great battery raw material disconnect”
The LME nickel fiasco
Is President Biden invoking the Defense Production Act significant?
Tesla compared with legacy OEMs
The emerging US Battery Supply chain compared with the EU – rhetoric vs reality
Vertical Integration in the battery/EV space
Why the lithium shortage is understated – the battery scrap conundrum
Where is Benchmark in five years?
The impact of geopolitics on the lithium ion battery world
Rapid Fire
Customer Reviews
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
Fund of knowledge
This is a fantastic show for investors and for a psychotherapist looking for a second career in battery commodities a few years from now. I anticipate this show will have 3x as many listeners in two years.
A class act on the raw materials powering the EV revolution
Joe is a fantastic and technically knowledgeable host. Highly entertaining and informative for every investor willing to dig deeper and really understand the dynamics of the main raw materials involved in building the batteries powering the electric vehicles.