The Global Lithium Podcast

Joe Lowry

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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22 episodes
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Avg 53 min
English

Episodes 22

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Tuesday · 56 min
Episode 242: Standard Lithium
My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics: The LG offtake agreement How deals get done The market tailwind Standard's path to FID The DLE journey Advantages of Smackover brine Tightening specifications Bi-carbonation The build Safety Culture The Smackover's LT potential The midstream
August 27 · 1 hr 21 min
Episode 241: Dr Yuan Gao
Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a major cathode maker, and is now on the board of directors of Lithium Americas and Pure Lithium, Dr Gao has a unique perspective on the history and future of the battery industry. Topics: The holy grail The future of BESS What's next in cathode Demand growth The evolution of lithium intensity Repurposing US gigafactories CATL Sodium-ion Robin Zeng's team Solid state batteries Innovation in lithium metal Making a difference Lessons from Lithium Americas US-China relations Lithium-ion surprises Rapid fire
August 9 · 24 min
Episode 240: "Lithium Summer" Update
In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly. Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on the supply and demand balance and the threat of sodium ion, lithium’s long-term fundamentals have never looked better. Demand continues to go from strength to strength. Meanwhile, production shortfalls, project delays and efforts by African countries to retain more of the value created from their resources continue to put pressure on supply. Topics: ALB's bullish market commentary SQM displaces ALB as the #1 producer CATL: #1 in GWH & misinformation The pulled US lithium tender The midstream/downstream future in Oz US critical metals "hype machine" Tesla's long ramp up in Texas Buy the book
July 26 · 1 hr
Episode 239: Venkee Sharma
Venkee Sharma is the Executive Chairman of Aquatech, a global leader in water and critical metals technology. Topics: Aquatech’s “superpower” Seizing opportunities in lithium The Team Aquatech’s view of the market DLE The op-ex challenge Believers in brine The future of battery grade Fans of the Smackover Different customers – different problems Selling solutions not technology A family culture The White Silver Project Pearl Rapid fire
July 1 · 50 min
Episode 238: David Park
David Park is the CEO of Standard Lithium. Topics: Leaving retirement for a lithium junior Capital challenges Partners Critical success factors Getting to FID Offtake agreements DLE The Team Bipartisan projects The benefits of Arkansas The Smackover vs. hard rock Price "6 hours of angst" Shout outs Rapid fire
June 27 · 57 min
Episode 237: Lithium Confidential (Interview with Chris Berry)
Chris Berry interviewed me about my new book "Lithium Confidential" at the the Fastmarkets Global Lithium event in Las Vegas. The interview was in front of a live audience. The book is available via both as a paperback and e-book via Amazon but can also be ordered from you local bookstore no matter where you live.
June 6 · 1 hr
Episode 236: Jon Evans
Jon Evans is the CEO of Lithium Americas and a long-time industry veteran. Topics: How the industry has changed since 2008 Why price stays higher for longer this cycle The battery market After the first Thacker Pass ton US lithium demand Not Jon's first rodeo Partners A lesson from Ted Lasso What keeps Jon motivated Sulfuric acid LAC's position on the cost curve America's midstream issue Africa What success at Thacker Pass looks like
May 27 · 20 min
Episode 235: Thoughts on the Market
This is a solo episode where I talk about market commentary, hype from the US Government, where China is really dominant, the big banks return to lithium, price, and Lithium Confidential.
May 4 · 1 hr 1 min
Episode 234: Brine Fundamentals
My guests are two voices from the brine world. Murray Brooker and Clint Van Marrewijk. Topics: Why do brine projects take so long? WA's hard rock advantages Will brine development be faster in this cycle The impact of big balance sheets What makes a great brine project? Brine recovery rates The "promise" of DLE No DLE, no Smackover "Brine without borders" Modular brine production The brine talent pool Rapid fire
April 12 · 59 min
Episode 233: Chris Reed
Chris Reed is the Managing Director of Neometals Topics: Status of the lithium market What China got right Pivoting from urban mining to brine LFP Conversion in the West Africa DLE The project in Utah SPAC of the century? Oh Canada Lithium history lessons Demand in 2030 CATL's lithium strategy? Supply in 2035 Geopolitics
March 26 · 1 hr 10 min
Episode 232: Tu Le
Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm. Topics: The Global EV picture The final frontier for China EVs The US "China EV" strategy GM and Ford The status of FSD (full self-driving) The changing perception of Tesla in China What's next for BYD and Tesla? When will CATL be producing batteries in the US? The "best of the rest" China EV companies Rapid fire The growing angst in China over lithium supply
March 11 · 1 hr 4 min
Episode 231: Dr. Tom Benson
Tom Benson (aka the "Doctor of Volcanoes") is the Vice President of Exploration at Lithium Argentina. Topics: Being creative in exploration The major upgrade to the Cauchari - Olaroz resource Bigger than the Atacama? Tom's history at Thacker Pass Lithium Africa - Tom's latest focus The Africa lithium "recipe" Use of new technology & AI in exploration "Permitting Purgatory" Making Africa a lithium success Comments on the Smackover & Salton Sea It's "nice to be nice" Rapid fire
March 5 · 24 min
Episode 230: Lithium Update
This is a short solo episode. Topics: What lithium investors are asking The converter in Texas A tale of two earnings calls My visit to Thacker Pass
February 21 · 1 hr
Episode 229: YJ Lee
YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee Topics: The Backstory YJ's path to lithium The learning process His bullish forecasts EVs, E-trucks & BESS Picking winners Ganfeng & Tianqi turn bullish CATL's diminishing lithium market influence Is another price spike coming? Thacker Pass DLE & the Smackover Eramet Vulcan Nemaska Canadian potential? Rapid fire
January 23 · 56 min
Episode 228: Rene LeBlanc
Rene is a VP at Lithium Americas and one of the best technical minds in the industry. Topics: How the industry has changed in 20 years The return of LFP Flowsheets China's overnight success after two decades The challenge for America The next cycle Is the low hanging fruit gone? What derailed high nickel cathode Tesla's Texas converter hype BESS DLE Thacker Pass update
January 6 · 26 min
Episode 227: The New Year in Lithium
This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.
Dec 19, 2025 · 1 hr 30 min
Episode 226: Daniel Jimenez (Year End Wrap)
Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch Topics: The rapid growth of BESS CATL China's weakening grip on lithium Hidden costs in Africa The tightening market Where is the money made in LIB Chile's lithium future Argentina Rio Tinto's next moves When does DLE matter? Alternatives to CO3 & LiOH The coming price spike Conversion capacity outside China Rapid fire
Dec 6, 2025 · 45 min
Episode 225: The Missing Midstream
This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were: David Park, CEO of Standard Lithium Dan Blondal, CEO of Nano One Hugh McDonald, Arkansas Secretary of Commerce Bhageerath Vadhi, Geologist - Ford Motor Company Topics: What is the midstream? Why does it matter? The cathode bottleneck China's current dominant position Margins Nano One's LFP advantage Washington's perspective and role Emphasizing energy storage over EVs Geopolitics What does success look like?
Nov 23, 2025 · 1 hr 13 min
Episode 224: Lithium Argentina & Ganfeng
There are three guests and a cameo appearance in this episode. Sam Pigott and Carlos Galli from Lithium Argentina are joined by Jason (Xiaofeng) Luo from Ganfeng. The cameo appearance is from Kelly O'Brien the head of investor relations at Lithium Argentina. Topics: History of the LAR - Ganfeng partnership Consolidating assets - PPG The "marriage" & synergy Ganfeng's view of Argentina RIGI The success of Cauchari The team Ganfeng's recent market growth comments The incentive price Components of demand When does Argentina become #1 in brine? Funding PPG Ganfeng's Marianas project Water issues DLE Rapid fire
Nov 19, 2025 · 25 min
Episode 223: Listener Q&A
This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week. Topics: Ganfeng on supply / demand / price Canaccord's take on the market BESS Exxon's comments on lithium The midstream DLE Rio's lithium future US Congress on China's predatory pricing Liontown's spod auction IGO's Kwinana woes

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