The Global Lithium Podcast
by 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.
Episodes
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Episode 247: Pure Lithium
My Guests today are: Emilie Bodoin the Founder and CEO of Pure Lithium & Dr Yuan Gao the long time industry veteran who serves as a director of Pure Lithium in addition to the multitude of other roles he has in the lithium and battery space. Topics: Origins of the rechargeable lithium battery The...
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Episode 246: Carlos Galli
Carlos Galli is the VP of Growth and Innovation at Lithium Argentina. Topics: Update on phase 1 of Cauchari Quality, recovery and cost The planned brownfield expansion Starting with DLE Managing weather impacts Buffering ponds An El Nino year RIGI benefits Price Argentina's infrastructure...
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Episode 245: Lithium Volatility
A solo episode where I discuss the reasons for the recent price action, two schools of thought about where we are headed from here and why China needs Argentina more than Argentina needs China from a lithium perspective.
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Episode 244: The China Syndrome
A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of inventory information and the fact that some of the GFEX...
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Episode 243: The International Lithium Association
My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics: The membership mix Not just a producer organization Communicating the industry message What is success for ILiA? Challenges Commodity or specialty chemical? Communicating with regulators Chemicals or mining? Lithium...
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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...
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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…
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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...
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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...
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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…
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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…
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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...
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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.
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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...
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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?...
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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...
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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...
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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
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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...
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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…
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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.
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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…
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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...
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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...
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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...
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Episode 222: The Arkansas Lithium Innovation Summit (with Governor Sanders)
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...
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Episode 221: Emilie Bodoin
Emilie Bodoin is the founder and CEO of Pure Lithium. The mission of Pure Lithium is commercializing a rechargeable lithium metal battery. Topics: Improving how lithium metal is made Simplifying the battery supply chain Why making EV batteries is not the company's goal Speed LFP and vanadium...
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Episode 220: Chris Berry / Ernest Scheyder
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." Topics: The US critical metals strategy The US trend towards state capitalism Picking winners LAC/GM and the DOE loan "deal" Free…
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Episode 219: Ron Mitchell
Ron Mitchell has one of the lithium industry's most impressive resumes having worked for Talison, Tianqi, and a resource development project. He also chaired the LME lithium and cobalt committee for several years. Topics: The challenge of developing resources De-risking projects Price Africa -...
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Episode 218: Chris Doornbos
Chris Doornbos is the Founder and CEO of E3 Lithium. Topics: Thinking differently about lithium The Alberta advantage The Team DLE Sorbent flexibility Timing Financing options Price & price supports The "lithium buyer's club"? The cost curve Influencing policy The critical path Rapid fire
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Episode 217: The End of Lithium Winter - Part 2
I provide additional perspective of why I believe the "lithium winter" is over. Chinese anti-involution measures are a contributing factor, as is continued strong demand growth and less lithium feedstock and chemical inventory in China than many people think.
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Episode 216: Dr. Cormac O' Laoire
My guest is Cormac O'Laoire, PhD the Managing Director of Electrios Consultants. We have a far ranging discussion on the rise of China in the lithium-ion battery space. We cover how China out competed their formerly stronger rivals in Japan and Korea and discuss the current and future state of...
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Episode 215: The End of the Lithium Winter
This is a solo episode where I share some thoughts regarding why I think the recent "lithium winter" is over. I believe price has bottomed and a new upward cycle has begun.
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Episode 214: Jesse Edmondson & Arthur Orduna
Jesse Edmondson and Arthur Orduña are playing key roles in shaping the future of lithium production and the broader battery supply chain in Arkansas. Together, they bring deep experience and a shared mission: to put Arkansas squarely on the global lithium map. In this episode, we discuss: Why…
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Episode 213: Sam Pigott Live (Lithium Argentina)
Sam Pigott is the CEO of Lithium Argentina. This episode was recorded in front of a live audience at the Fastmarkets event In Las Vegas Topics: Sam's backstory Status of Cauchari Relationship with Ganfeng The JV model with Ganfeng Building 150K MT of new capacity in Salta Province Areas of focus...
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Episode 212: Summit Nanotech
My guests are Summit Nanotech CEO Amanda Hall and President Joe Arencibia. Topics: Being a troublemaker Defining DLE DLE " flavors" Amanda's "rules" for Summit Complexity vs scale Water usage Recovery rates Surviving in a down market Standing out vs competitors Chinese competition DLE in 2030...
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Episode 211: Smackover, SQM & Oz
A solo episode with comments on the royalty hearing in Arkansas this week, SQM's earnings call and a "doom & gloom" analyst call "Down Under".
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Episode 210: Dr Yuan Gao
Yuan Gao is one of the most experienced voices in the lithium ion battery world with more than a quarter century of experience across countries, companies and technologies. Topics: Reasons behind CATL & BYD's success The China battery ecosystem "Dare to gamble" Is battery success possible in…
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Episode 209: Carlos Galli
Carlos Galli is the VP of Growth & Innovation at Lithium Argentina. He is a global expert in lithium brine technology. Topics: Argentina's growing competitiveness in lithium The arrival of "big balance sheets" in the Puna Lithium's need for transparency Learnings from China Battery/cathode tech…
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Episode 208: Carlos Vicens (Full Circle Lithium)
Carlos Vicens is the founder and CEO of Full Circle Lithium, a company that has developed an effective fire extinguishing agent for lithium fires. As the world moves to electric transportation and large scale BESS (battery energy storage systems) the risk to life and property from lithium fires…
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Episode 207: Austin Devaney
Austin Devaney has a wealth of lithium experience from a decade with Rockwood/Albemarle, his time with Piedmont Lithium and his new advisory business: Li7 Charged. Topics: The state of the industry Supply/demand China's price strategy The importance of Rio Tinto's entry The rush to Africa A…
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Episode 206: Metals Hub (Dr. Frank Jackel)
Dr Frank Jackel is the co-founder and Managing Director of Metals Hub (metals-hub.com @metals-hub on X). Metals Hub is a leading software solutions provider that optimizes procurement processes. One of the most significant issues facing the lithium industry is lack of clarity on pricing. Metals…
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Episode 205: Q&A / Thoughts from Florida
This is a solo episode answering listener questions. I also discuss what I learned at a recent conference in Florida.
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Episode 204: Andy Leyland
Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain. Topics: State of the LIB supply chain China vs the rest of the world Battery demand...
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Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)
The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global. Topics:...
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Episode 202: Year End Wrap with Daniel Jimenez
Daniel Jimenez and I discuss the following topics based on listener questions: 2024 Surprises Lithium demand Trends in EV adoption PHEVs BESS growth The incentive price The cost curve Inventory Rio - Arcadium Africa's potential Price VW - Patriot Canada Argentina Ex China conversion LFP The…
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Episode 201: Thacker Pass (Hugh Broadhurst & Ryan Ravenelle)
This episode takes a deep dive into the Lithium Americas Thacker Pass project . My guests are LAC GM Hugh Broadhurst and R&D Manager Ryan Ravenelle. Topics: What makes Thacker Pass special? Working with a major mining partner The significance of the Reno Tech Center Benefits of being in a…
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Episode 200: Dale Henderson
Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode. Topics: Pilbara’s four strategic pillars The wild ride for lithium (& Pilbara) Swing supply created by 2022 pricing The steepening cost curve...
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Episode 199: Dan Blondal (Nano One)
Dan Blondal aka "the man with one tweet" is the CEO of Nano One (TSX: NANO / OTC: NNOMF). Topics: A world class suite of partners The battery challenge Why ex China cathode capacity matters China's current LFP dominance Why the west has to do LFP differently The importance of ESS as a catalyst...
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Episode 198: Lithium's Bright Future
The majority of this episode is a presentation I made at the Panorama Minero "Lithium South America" event in Jujuy, Argentina on October 9, 2024. The presentation starts at ~ minute 23. The episode begins with a interview with Alejandro Columbo from Panorama Minero. We discuss what Panorama…
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About this show
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.
Hosted by
Joe Lowry
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