90 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 140 countries.

The Global Lithium Podcast Joe Lowry

    • Business
    • 4.7 • 23 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 140 countries.

    Episode 138: Peter Hannah

    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

    • 1 hr 2 min
    Episode 137: David Guerrero

    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

    • 52 min
    Episode 136: WeChat Lithium Night

    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

     

    • 1 hr 21 min
    Episode 135: Dr. Rene LeBlanc

    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

    • 45 min
    Episode 134: Rio Tinto (Marnie Finlayson & Grant Donald)

    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

    • 1 hr
    Episode 133: Simon Moores

    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

    • 57 min

Customer Reviews

4.7 out of 5
23 Ratings

23 Ratings

ccgracieww ,

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

LiSponge ,

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.

anagardner ,

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.

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