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The Global Lithium Podcast
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The Global Lithium Podcast

Joe Lowry
Business
The Global Lithium Podcast
Latest episode

180 episodes

  • The Global Lithium Podcast

    Episode 230: Lithium Update

    05/03/2026 | 24 mins.
    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
  • The Global Lithium Podcast

    Episode 229: YJ Lee

    21/02/2026 | 1h
    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 another price spike coming?
    Thacker Pass
    DLE & the Smackover
    Eramet
    Vulcan
    Nemaska
    Canadian potential?
    Rapid fire
  • The Global Lithium Podcast

    Episode 228: Rene LeBlanc

    23/01/2026 | 56 mins.
    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 high nickel cathode
    Tesla's Texas converter hype
    BESS
    DLE
    Thacker Pass update
  • The Global Lithium Podcast

    Episode 227: The New Year in Lithium

    06/01/2026 | 26 mins.
    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.
  • The Global Lithium Podcast

    Episode 226: Daniel Jimenez (Year End Wrap)

    19/12/2025 | 1h 30 mins.
    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 moves
    When does DLE matter?
    Alternatives to CO3 & LiOH
    The coming price spike
    Conversion capacity outside China
    Rapid fire

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About 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.
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