137 episodes
The Global Lithium Podcast Joe Lowry
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- Business
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4.7 • 33 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 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. -
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
Customer Reviews
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
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.