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Joe Lowry
The Global Lithium PodcastEpisodes
Episodes of The Global Lithium Podcast
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My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO. Topics:Equinor - another great partnerFocusing on high grade brineDe-risking DLE with KochProject timelinesWhat the OEMs are looking forWhy the Sma
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 H
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.
My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider ZelandezGene is @ZelandezGene on Twitter/XClint is @Clint_Van on Twitter/XTopics:The "Schlumberger" of lithiumSpeeding up brine projects"ErLi" -
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 re
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 Ganfen
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 lea
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
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 inNorth AmericaThe teamThe project timelineLessons f
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 MorningstarWhy Seth believes the lithium stocks
Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain.Topics:What Supply Chain Insights does2023: the "rebalancing" year
A solo episode. What I see in 2024 off the top of my head. I recorded it but haven't listened to it yet. Topics:Woodmac and the damage done.A couple WA ASX updatesPrice - where to from here?Why the press doesn't get lithiumDLEThe comebac
Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTCTopics:Humble beginnings in QuebecThe maiden resourceDrill programThe teamHow big a resource?The lak
My guests are Chris Berry (@cberry1 on X) and Daniel Jimenez (@D_Jimenez_Sch on X). Both gentlemen are multi episode guests that bring a wealth of expertise to any lithium conversation.We discuss the highlights and lowlights of a dramatic year
Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 using Direct Lithium Extraction (DLE). The c
Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X).Topics:Ernie's backstoryThe LRC business modelPrimary vs secondary royaltiesBuilding the portfolioWhy the focus on hard rock assets?The teamThe brandDoes market neg
A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less.Topics: Korean worries about the IRAJapan: the land of the "setting sun"?How many legacy OEMs survive?Price - what's ne
Part 2 with the Money of Mine podcast team: Matt Michael,Travis Ricciardo, and Jonas “JD” Dorling. The Money of Mine Podcast began in April of this year whenMatt, Travis and JD quit their day jobs to beginbuilding a “media empire.”I met th
My guests are the Money of Mine podcast team: Matt Michael, Travis Ricciardo and Jonas "JD" Dorling.The Money of Mine Podcast began in April of this yearwhen Matt, Travis and JD quit their day jobs to begin building their "media empire".I
Tu Le is the Founder and Managing Director of Sino Auto Insights. He is also co-host of the China EVs & More Podcast. @SinoAutoInsight on XTopics:The UAW StrikeThe future of the "Big 3" US automakersTesla's huge EV lead in the USModifying
Iggy Tan is the Non-Executive Chairman of Lithium Universe (ASX: LU7) and the Managing Director of Altech Chemicals. He was formerly the CEO of Galaxy Lithium. Topics:The BackstoryAt Greenbushes in the 1990sTrying to make carbonate in Oz in
Tony Ottaviano is the CEO of Liontown resources. This episode was recorded at Liontown's offices in Perth, Australia the day after I visited their Kathleen Valley project.Topics:Building a cultureAlignmentThe onboarding experienceRelations
Lithium Americas will separate into two entities in thefourth quarter of 2023. LAC’s South American assets will become Lithium Argentina (@Lithium_ARG on X aka Twitter). I spent a few days with the team last week in Buenos Aires and Salta, Arg
On this episode I enlist the help of Rene LeBlanc & Tara Berrie to help me answer listener questions that cover a broad cross section of interests from how to evaluate lithium projects to the impact of the Inflation Reduction Act to where price
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