The Global Lithium Podcast
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.
10
Episode 229: YJ Lee
<p>YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee</p><p>Topics:</p><p>The Backstory</p><p>YJ's path to lithium</p><p>The learning process</p><p>His bullish forecasts </p><p>EVs, E-trucks & BESS</p><p>Picking winners</p><p>Ganfeng & Tianqi turn bullish</p><p>CATL's diminishing lithium market influence</p><p>Is another price spike coming?</p><p>Thacker Pass</p><p>DLE & the Smackover</p><p>Eramet</p><p>Vulcan</p><p>Nemaska</p><p>Canadian potential?</p><p>Rapid fire</p><p><br><...
Episode 228: Rene LeBlanc
<p>Rene is a VP at Lithium Americas and one of the best technical minds in the industry. </p><p>Topics:</p><p>How the industry has changed in 20 years</p><p>The return of LFP</p><p>Flowsheets</p><p>China's overnight success after two decades</p><p>The challenge for America</p><p>The next cycle</p><p>Is the low hanging fruit gone?</p><p>What derailed high nickel cathode</p><p>Tesla's Texas converter hype</p><p>BESS</p><p>DLE</p><p>Thacker Pass update</p><p><br></p>
Episode 227: The New Year in Lithium
<p>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. </p><p><br></p><p><br></p>
Episode 226: Daniel Jimenez (Year End Wrap)
<p>Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch</p><p>Topics:</p><p>The rapid growth of BESS</p><p>CATL</p><p>China's weakening grip on lithium </p><p>Hidden costs in Africa</p><p>The tightening market</p><p>Where is the money made in LIB</p><p>Chile's lithium future</p><p>Argentina</p><p>Rio Tinto's next moves</p><p>When does DLE matter?</p><p>Alternatives to CO3 & LiOH</p><p>The coming price spike</p><p>Conversion capacity outside China</p><p>Rapid...
Episode 225: The Missing Midstream
<p>This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. </p><p>The panelists were:</p><p>David Park, CEO of Standard Lithium</p><p>Dan Blondal, CEO of Nano One</p><p>Hugh McDonald, Arkansas Secretary of Commerce</p><p>Bhageerath Vadhi, Geologist - Ford Motor Company</p><p>Topics:</p><p>What is the midstream?</p><p>Why does it matter?</p><p>The cathode bottleneck</p><p>China's current dominant position</p><p>Margins</p><p>Nano One's LFP advantage</p><p>Washington's perspective and...
Episode 224: Lithium Argentina & Ganfeng
<p>There are three guests and a cameo appearance in this episode.</p><p>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.</p><p>Topics:</p><p>History of the LAR - Ganfeng partnership</p><p>Consolidating assets - PPG</p><p>The "marriage" & synergy</p><p>Ganfeng's view of Argentina</p><p>RIGI</p><p>The success of Cauchari</p><p>The team</p><p>Ganfeng's recent market growth comments</p><p>The incentive price</p><...
Episode 223: Listener Q&A
<p>This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week.</p><p><br></p><p>Topics:</p><p>Ganfeng on supply / demand / price</p><p>Canaccord's take on the market</p><p>BESS </p><p>Exxon's comments on lithium</p><p>The midstream</p><p>DLE</p><p>Rio's lithium future US Congress on China's predatory pricing</p><p>Liontown's spod auction</p><p>IGO's Kwinana woes</p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><...
Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders)
<p>The state of Arkansas is poised to be the next great lithium brine province. This week at the Arkansas Lithium Innovation Summit I interviewed Governor Sarah Huckabee Sanders along with Allie Kennedy Thurmond and Jason Muller from Equinor, Ashu Sharma from Aquatech and Jesse Edmondson of Standard Lithium.</p><p>Topics:</p><p>Why Arkansas?</p><p>Angela's story</p><p>Going downstream</p><p>No DLE, no Smackover</p><p>US policy gaps</p><p>Stockpile options</p><p>Building value chains</p><p>The Smackover Lithium culture</p><p>Force multipliers</p><p>Aquatech's business</p><p>...
Episode 221: Emilie Bodoin
<p>Emilie Bodoin is the founder and CEO of Pure Lithium. The mission of Pure Lithium is commercializing a rechargeable lithium metal battery. </p><p>Topics:</p><p>Improving how lithium metal is made</p><p>Simplifying the battery supply chain</p><p>Why making EV batteries is not the company's goal</p><p>Speed</p><p>LFP and vanadium</p><p>Partners</p><p>Mentors</p><p>The commercialization plan</p><p>Why solid state batteries aren't a panacea</p><p>Rapid fire</p><p><br></p>
Episode 220: Chris Berry / Ernest Scheyder
<p>Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."</p><p><br></p><p>Topics:</p><p>The US critical metals strategy</p><p>The US trend towards state capitalism</p><p>Picking winners</p><p>LAC/GM and the DOE loan "deal"</p><p>Free money??</p><p>The market bottom</p><p>The OPEC analogy to lithium</p><p>Lithium's version of fracking</p><p>DLE's future role</p><p>Lithium as a "party animal"</p><p>The...
