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 po... more

· Business

4.7

3939 ratings

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FAQs about The Global Lithium Podcast:

How many episodes does The Global Lithium Podcast have?

The podcast currently has 180 episodes available.

The Global Lithium Podcast episodes:

March 16, 2024 Episode 181: Seth Goldstein
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 Morningstar
Why Seth believes the lithium stocks he follows are
undervalued
Bullish on LAC and Thacker Pass
LAC’s DOE loan
Incentivizing a North America battery supply chain
Lithium Argentina’s impressive start-up at Cauchari
Seth’s candid thoughts on Albemarle & their price
strategy
SQM & Arcadium
Arcadium’s long struggle with expansions
The global EV growth story
The politics of EVs in the US
BYD & Tesla
Lithium prices
CATL’s inventory “tells” & the impact on lithium demand
Lepidolite costs
ESS
Rapid fire
...more
1h
February 20, 2024 Episode 180: Andy Leyland
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 does
2023: the "rebalancing" year
The lepidolite spectrum
Lithium demand - still robust
The turnaround in ESS
Sodium ion batteries
Oversupply
Inventory levels
The future of conversion in China
Brine: "Argentina's race to lose"
Two ways of looking at price
Why is lithium forecasting so bad?
Getting info from China
Incentive prices
China's domestic lithium potential
ESG hypocrisy
Who actually paid $80/kg for lithium?
Do fixed price contracts make a comeback?
Recycling
The SCI price forecast
Rapid fire
...more
1h 1min
January 25, 2024 Episode 179: Lithium 2024
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 updates
Price - where to from here?
Why the press doesn't get lithium
DLE
The comeback of brine
A lot of shout outs

...more
31min
January 11, 2024 Episode 178: Blair Way
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 OTC
Topics:
Humble beginnings in Quebec
The maiden resource
Drill program
The team
How big a resource?
The lake
Production timing
Realistic goals
Why scale matters
The “Brinsden” effect
Albemarle
Top 3 challenges
Will Patriot own Corvette at start-up?
Rapid fire
...more
1h 13min
December 20, 2023 Episode 177: Year End Wrap
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 in lithium and also look to the year ahead.

...more
1h 26min
December 12, 2023 Episode 176: Patrick Howarth (Exxon)
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 company intends to become a major lithium producer by 2030. Exxon also developed the first lithium ion battery prototype in the 1970s.
Topics:
Exxon’s Low Carbon Solutions Group
Leveraging Exxon’s technology capabilities to decarbonize
Drilling for lithium vs oil & gas
The Smackover
DLE
Lithium “surprises”
Arkansas as a lithium province
Hard rock ambitions?
Supply & Demand
Price
The Team
“Lithium years”
Beyond Arkansas
A tribute to Dr Stanley Whittingham
Rapid fire
...more
1h
December 03, 2023 Episode 175: Ernie Ortiz
Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X).
Topics:
Ernie's backstory
The LRC business model
Primary vs secondary royalties
Building the portfolio
Why the focus on hard rock assets?
The team
The brand
Does market negativity create opportunity?
Price
Competition
ESG
The IRA
Improving lithium industry performance
Rapid fire

...more
55min
November 27, 2023 Episode 174: Update from Asia & Beyond
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 IRA
Japan: the land of the "setting sun"?
How many legacy OEMs survive?
Price - what's next?
Concern about the usefulness of indexes
SQM
ALB
#ChrisGina
Argentina elections

...more
27min
November 01, 2023 Episode 173: Team Money of Mine (Part 2)
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 when
Matt, Travis and JD quit their day jobs to begin
building a “media empire.”
I met them on a trip to Australia in September
and was invited to be a guest on their show. I am now a regular listener.
You can access their daily content via YouTube and all major podcast platforms. On X (aka Twitter) @moneyofminepod
Topics:
Piedmont Lithium
Albemarle
Ioneer
The “Donald Trump” of Oz
North & South America “field trip”
Lithium or “midstream” chemicals?
Price bifurcation
Investing $5 million in ASX lithium stocks
Common mistakes made by retail investors
Podcast – lessons learned
Interacting with the fan base
Canaccord’s “Mr. October”
Rapid fire
...more
52min
October 26, 2023 Episode 172: Team Money of Mine (part 1)
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 year
when Matt, Travis and JD quit their day jobs to begin building their "media empire".
I met them on a trip to Australia in September when
they invited me to be a guest on their show – a link to that episode on YouTube is
here.
You can get their daily content via YouTube and all major podcast platforms. On X, they are @moneyofminepod
Topics:
The Money of Mine origin story
The endgame
Liontown drama
Announcing: “Chrisgina”
Australia’s lithium future
SQM’s next moves
Wesfarmer’s future
Mineral Resources – where to from here?
The Aussie lithium diaspora
Albemarle
You will have to wait for part 2 for rapid fire
Other social media links
Instagram: https://tinyurl.com/2p9p4xpd - LinkedIn: https://tinyurl.com/kvszkse3 - Facebook: https://tinyurl.com/yck4vx9p Personal Twitter accounts you
can follow too: - Matty: https://twitter.com/mattymikals - JD: https://twitter.com/JDmoneyofmine - Travis: https://twitter.com/TRAVmoneyofmine
...more
1h 1min

FAQs about The Global Lithium Podcast:

How many episodes does The Global Lithium Podcast have?

The podcast currently has 180 episodes available.

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