The Global Lithium Podcast

By Joe LowryBusiness

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Followers
Typical duration
57 min
per episode

Based on Podcast App listening data

The Global Lithium Podcast episodes

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

55 min
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

27 min
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
52 min
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
1 hr 1 min
October 22, 2023 Episode 171: Tu Le - Vol II
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 X
Topics:
The UAW Strike
The future of the "Big 3" US automakers
Tesla's huge EV lead in the US
Modifying IRA rules
The long road to NA/EU battery competitiveness
The German auto retreat in China
EV = battery & software
The China EV market
The India EV market
China market misinformation
LFP in North America
Rapid fire

1 hr
September 22, 2023 Episode 170: Iggy Tan
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 Backstory
At Greenbushes in the 1990s
Trying to make carbonate in Oz in the 1990s
Iggy’s time at Galaxy
Mt Cattlin and Zhangjiagang
China’s first “western” lithium plant
Building Galaxy’s lithium portfolio
Time away from lithium
Creating a “Lithium Universe”
The team
The business model for Canada
The industry’s biggest mistake
Design considerations
Iggy the author
Rapid fire
54 min
September 18, 2023 Episode 169: "Down Under"
A summary of my recent 12 day trip to Australia.
27 min
September 12, 2023 Episode 168: Tony Ottaviano
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 culture
Alignment
The onboarding experience
Relationship with the Tjiwarl
The Dragonfly camp design
Using renewable energy
Empowerment
Documentation & control
Operational readiness
Supply contracts / customer visits
The Albemarle deal
Going downstream?
Price
Where to next?
Peak Australia LCE production
Rapid fire
59 min
August 13, 2023 Episode 167: Lithium Argentina
Lithium Americas will separate into two entities in the
fourth 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, Argentina.
Recording a podcast seemed like a natural thing to do. John
Kanellitsas, Franco Mignacco, Ignacio Celorrio, Carlos Galli and Tom Benson joined me with a cameo appearance by Kelly O’Brien.
Topics:
The journey to becoming Argentina’s third lithium chemical producer
The importance of finding and retaining the right people
Combining cultures in the Minera Exar JV
The Lithium Americas separation
Politics in Argentina
The growing significance of lithium to Argentina
Why it is too soon for Argentina should focus on making
batteries
Doing lithium “differently”
The 500,000 ton goal for Argentina
Leveraging talent from other industries
Bringing new technology to exploration
Pastos Grandes
Talent wars
“The Signal and the Noise”
The five year vision for Lithium Argentina
1 hr 5 min
July 13, 2023 Episode 166: Listener Q&A
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 may be heading. Shout outs to Daniel Jimenez and Chris Berry.
54 min

About The Global Lithium Podcast

From the publisher's feed

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…