The Global Lithium Podcast
Joe Lowry, known as 'Mr Lithium,' is a 30-year industry veteran and founder of Global Lithium LLC. He hosts this podcast featuring high-level guests from the lithium chemicals, battery, and cathode industries. The Global Lithium Podcast is the go-to resource in this space, downloaded in 181 countries.
Episodes
Episode 246: Carlos Galli
Carlos Galli is the VP of Growth and Innovation at Lithium Argentina.Topics: Update on phase 1 of CauchariQuality, recovery and costThe planned brownfield expansionStarting with DLEManaging weather impactsBuffering pondsAn El Nino yearRIGI benefitsPriceArgentina's infrastructure challengesBrine reinjectionThe future impact of AIMy comments on current market confusion
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.
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 warehouse inventory isn't usable.
Episode 243: The International Lithium Association
My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics:The membership mixNot just a producer organizationCommunicating the industry messageWhat is success for ILiA?ChallengesCommodity or specialty chemical?Communicating with regulatorsChemicals or mining?Lithium triviaChina: flexibility, growth and chaos
Episode 242: Standard Lithium
My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics:The LG offtake agreementHow deals get doneThe market tailwindStandard's path to FIDThe DLE journeyAdvantages of Smackover brineTightening specificationsBi-carbonationThe buildSafetyCultureThe Smackover's LT potentialThe midstream
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 grailT
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,
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 lithiumThe TeamAquatech’s view of the marketDLEThe op-ex challengeBelievers in brineThe future of battery gradeFans of the SmackoverDifferent customers – different problemsSelling solutions not technologyA family cultureThe White Silver
Episode 238: David Park
David Park is the CEO of Standard Lithium. Topics:Leaving retirement for a lithium juniorCapital challengesPartnersCritical success factorsGetting to FIDOfftake agreementsDLE The TeamBipartisan projectsThe benefits of ArkansasThe Smackover vs. hard rockPrice"6 hours of angst"Shout outsRapid fire
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.
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 2008Why price stays higher for longer this cycleThe battery marketAfter the first Thacker Pass tonUS lithium demandNot Jon's first rodeoPartnersA lesson from Ted LassoWhat keeps Jon motivatedSulfuric acid LAC's position on the cost curveAmerica's midstream issueAfricaWhat
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.
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 advantagesWill brine development be faster in this cycleThe impact of big balance sheetsWhat makes a great brine project?Brine recovery ratesThe "promise" of DLENo DLE, no Smackover"Brine without borders"Modular brine productionThe
Episode 233: Chris Reed
Chris Reed is the Managing Director of NeometalsTopics:Status of the lithium marketWhat China got rightPivoting from urban mining to brineLFPConversion in the WestAfrica DLEThe project in UtahSPAC of the century?Oh CanadaLithium history lessonsDemand in 2030CATL's lithium strategy?Supply in 2035Geopolitics
Episode 232: Tu Le
Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.Topics:The Global EV pictureThe final frontier for China EVsThe US "China EV" strategyGM and FordThe status of FSD (full self-driving)The changing perception of Tesla in ChinaWhat's next for BYD and Tesla?When will CATL be producing batteries in the US?The "best of the rest" China EV
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 explorationThe major upgrade to the Cauchari - Olaroz resourceBigger than the Atacama?Tom's history at Thacker PassLithium Africa - Tom's latest focus The Africa lithium "recipe"Use of new technology & AI in exploration"Permitting Purga
Episode 230: Lithium Update
This is a short solo episode.Topics: What lithium investors are askingThe converter in TexasA tale of two earnings callsMy visit to Thacker Pass
Episode 229: YJ Lee
YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLeeTopics:The BackstoryYJ's path to lithiumThe learning processHis bullish forecasts EVs, E-trucks & BESSPicking winnersGanfeng & Tianqi turn bullishCATL's diminishing lithium market influenceIs another price spike coming?Thacker PassDLE & the SmackoverErametVulcanNemaskaCanadian poten
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 yearsThe return of LFPFlowsheetsChina's overnight success after two decadesThe challenge for AmericaThe next cycleIs the low hanging fruit gone?What derailed high nickel cathodeTesla's Texas converter hypeBESSDLEThacker Pass update
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.
Episode 226: Daniel Jimenez (Year End Wrap)
Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_SchTopics:The rapid growth of BESSCATLChina's weakening grip on lithium Hidden costs in AfricaThe tightening marketWhere is the money made in LIBChile's lithium futureArgentinaRio Tinto's next movesWhen does DLE matter?Alternatives to CO3 & LiOHThe coming price spikeConversion capacity outsid
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 LithiumDan Blondal, CEO of Nano OneHugh McDonald, Arkansas Secretary of CommerceBhageerath Vadhi, Geologist - Ford Motor CompanyTopics:What is the midstream?Why does it matter?The cathode bottleneckChina's current domin
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 partnershipConsolidating assets - PPGThe "marriage" & synergyGanfeng's view of Argent
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 / priceCanaccord's take on the marketBESS Exxon's comments on lithiumThe midstreamDLERio's lithium future US Congress on China's predatory pricingLiontown's spod auctionIGO's Kwinana woes
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 Lithium.Topics:Why Arkansas?Angela's storyGoing downstreamNo DLE, no SmackoverUS policy gapsStockpile
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 madeSimplifying the battery supply chainWhy making EV batteries is not the company's goalSpeedLFP and vanadiumPartnersMentorsThe commercialization planWhy solid state batteries aren't a panaceaRapid fire
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 strategyThe US trend towards state capitalismPicking winnersLAC/GM and the DOE loan "deal"Free money??The market bottomThe OPEC analogy to lithiumLithium's version of frackingD
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 resourcesDe-risking projectsPriceAfrica - reality vs hypeLepidolite - mountains of residueThe beauty of vertical integrationThe hard rock cost curv
Episode 218: Chris Doornbos
Chris Doornbos is the Founder and CEO of E3 Lithium.Topics:Thinking differently about lithiumThe Alberta advantageThe TeamDLESorbent flexibilityTimingFinancing optionsPrice & price supportsThe "lithium buyer's club"?The cost curveInfluencing policyThe critical pathRapid fire
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.
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 batteries, NEVs and BESS. Given recent events we also cover lepidolite in Yichun and brine in Qinghai
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.
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 major players like Exxon, Equinor, and Chevron have chosen Arkansas for their first lithium investmentsHow a
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 VegasTopics:Sam's backstoryStatus of CauchariRelationship with GanfengThe JV model with GanfengBuilding 150K MT of new capacity in Salta ProvinceAreas of focusLong-term supply challengesLeveraging DLE for lower costProduct optionalityGrowing as a leaderInfrastructur
Episode 212: Summit Nanotech
My guests are Summit Nanotech CEO Amanda Hall and President Joe Arencibia. Topics:Being a troublemakerDefining DLEDLE " flavors"Amanda's "rules" for SummitComplexity vs scaleWater usageRecovery ratesSurviving in a down marketStanding out vs competitorsChinese competitionDLE in 2030What's next?Rapid fire
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".
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 successThe China battery ecosystem"Dare to gamble"Is battery success possible in North America?Cathode developmentsComparing China's cost structure to ROWThe CATL "p
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 lithiumThe arrival of "big balance sheets" in the PunaLithium's need for transparencyLearnings from ChinaBattery/cathode techThe China lithium reprocessing industryIs lithium chloride the "NBT"?The partne
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 has grown exponentially. Full Circle Lithium believes their FCL-X product is a viable solution to the pr
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 industrySupply/demandChina's price strategy The importance of Rio Tinto's entryThe rush to AfricaA "China build" vs the WestThe new cost curveThe future of US lithiumCathode (ex China)Elon dramaAlbemarle's woesWha
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 Hub is part of the solution to that problem. I have no financial interest in Metals Hub. Nor was I compen
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.
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 chainChina vs the rest of the worldBattery demand growth in 2025Korea's bet on the USIs LFP "the answer" for North America?President Trump and
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:
State of the NEV market
The rise of PHEVs
Autonomous vehicles
Zeekr (Geely) & Waymo
Top Chinese
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 "Trump" impact
Rapid fire
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 partnerThe significance of the Reno Tech CenterBenefits of being in a “mining” stateProduct specificationsThe TeamInfrastructureLogisticsThe “Goldilocks” sulfuric acid plantSustainabili
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
Unsustainable pricing in 2024
The coming shortage
Continuing to be nimble
Managing through volatility
T
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
"Design one - build many"
Will Japan make a battery comeback?
The importance of the DOD investment
Stayi
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 Minero does and how this event has grown over the last decade to global significance.
My presentation "Lith
Episode 197: Live from Panorama Minero in Jujuy, Argentina
My favorite event on the annual lithium calendar is Panorama Minero's "Lithium South America". My guests on this episode are Daniel Jimenez of iLi Markets, Roland Chavasse of the International Lithium Association and JP Vargas the MD of Galan Lithium.
Episode 196: Hatch (Sid Subramani)
Sid Subramani has global responsibility for lithium projects at Hatch (@HATCHglobal on X), a professional services and engineering company.
Topics:
The Hatch role in lithium
A typical engagement
Red flags
Projects: majors vs juniors
Big Energy vs Big Mining
DLE – when & how significant?
Common project mistakes
The importance of grade
Why projects are late
QPs
Lepidolite
Lithium jurisdictions
Episode 195: Albemarle (Katie Pyfer)
Katie Pyfer is a Senior Director of Energy Storage responsible for global pricing at Albemarle. She has a PhD in analytical chemistry.
Topics:
Product analysis
Managing market cycles
Price discovery
"Micro" managing
Battery demand
Commodity or specialty chemical?
Tolling
The blending game
Qualification
Competitive tension
The benefit of lithium auctions
Price transparency
Contracts
The f
Episode 194: Listener Q&A
I answer listener questions on this episode.
Topics:
The Future of DLE
Argentina production in 2025
Black Swan events
Can the US work with China?
The Pilbara/LRS deal
Is it time for more M&A?
US production in 2030
EU lithium potential
Hard rock vs brine
The Salton Sea
Is LFP the future?
Oversupply - how long?
SQM as a barometer of price
Rapid fire
Episode 193: Lisa Rebora (Equinor)
Lisa Rebora is the Head of Global Lithium at Equinor, a global energy company (NYSE: EQNR). Equinor recently invested in two of Standard Lithium's projects in Arkansas and Texas but has lithium ambitions beyond the US.
Topics:
Who is Equinor?
Capital commitment to low carbon solutions
Why lithium?
The long look at DLE
Why Arkansas & Texas?
The relationship with Standard Lithium
The importa
Episode 192 Iola Hughes (Rho Motion)
Iola Hughes is the Head of Research at Rho Motion, a battery information services company that is part of Benchmark Mineral Intelligence. Iola is @RhoMoIola on X
Topics:
Cathode chemistry
GWH growth numbers
China's amazing performance
Pack sizes
The EV slowdown (ex China)
ICE-EV price parity
Does BYD need the US?
Will Tesla get the boot in China?
Revival of the hybrids
India
Sodium ion
OEM st
Episode 191: Daniel Jimenez "Live"
My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas.
Topics:
Lithium market sentiment
Excess capacity across the lithium ion battery supply chain
Recalibrating unrealistic North American and EU EV
expectations
Africa – opaque on volume and qualit
Episode 190: Standard Lithium
My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO.
Topics:
Equinor - another great partner
Focusing on high grade brine
De-risking DLE with Koch
Project timelines
What the OEMs are looking for
Why the Smackover is so significant
3 projects with a consistent flowsheet
The Equinor deal structure
Arkansas & Texas as lithium jurisdictions
Continuing to build
Episode 189: Ganfeng, ALB & MLC
I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ganfeng. The episode opens with MLC CEO Paul Hogan briefly explaining why lithium may be a significant part of his company's future.
Episode 188: SQM
Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.
Episode 187: Zelandez
My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider Zelandez
Gene is @ZelandezGene on Twitter/X
Clint is @Clint_Van on Twitter/X
Topics:
The "Schlumberger" of lithium
Speeding up brine projects
"ErLi" - modular lithium production
The impact of price cycles
Operating in Argentina vs Chile vs Bolivia
Water use
The Zelandez treasure trove o
Episode 186: Listener Questions
In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumene market, why I think brine based lithium returns to the lithium pole position in the coming decade and then I answer listener questions on everything from Canada, to what I invest in, to Brazil&#
Episode 185: Cauchari
This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets.
I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar is a JV between Lithium Argentina and Ganfeng located in Jujuy Province, Argentina.
We discuss what we saw and how each guest evaluates a project that is ramping up:
1) What were they key questio
Episode 184: Michael Dunne
Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on Asia.
Topics:
Son of a "car spy"
China's lead in EVs
The demise of Detroit in China
Can the west catch-up?
BYD - the early days
China's other EV suppliers
CATL's significance
Episode 183: Singapore Sling
This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles
Topics:
In the beginning there was North Carolina hard rock
Questions you should be asking about the lithium market
Where d
Episode 182: Jon Evans
Jon Evans (@jdevans4005 on X) is the CEO of Lithium Americas and one of the most influential leaders in the lithium industry.
Topics:
Building Thacker Pass – the largest lithium resource in
North America
The team
The project timeline
Lessons from Cauchari
Lithium through a national security lens
GM as a partner
LFP in the US
Lessons from the DOE loan process
The importance of LAC’s Tech Center
Pa
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
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 conver
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
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
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.
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 Ca
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
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
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 You
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
her
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
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 lithiu
Episode 169: "Down Under"
A summary of my recent 12 day trip to Australia.
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 / c
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 w
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Bad Friends
Learn 50 English Phrases While You Sleep | Everyday English Phrases & Vocabulary
This Past Weekend w/ Theo Von
Dateline NBC
