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 partnership with GanfengThe DLE demo plantAdvantages of solvent of extractionWhy ponds with DLE make senseCauchari updateTeamworkWhy companies struggle with DLERapid fire
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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 has grown exponentially. Full Circle Lithium believes their FCL-X product is a viable solution to the problem.Topics:How significant an issue are lithium fires?Why lithium fires are so challenging to extinguishThe teamPartnershipsThe regulatory environmentShould lithium fires have a special classification?Fire testsHow FCL-X worksTraining fire departmentsPlaying with (lithium) fireNext steps
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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 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 woesWhat is the incentive price?Rapid fire
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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 Hub is part of the solution to that problem. I have no financial interest in Metals Hub. Nor was I compensated for having them on the podcast.Topics: What Metals Hub doesThe need for price transparencyAlbemarle - the first lithium clientThe mechanics of a lithium sales eventBenefits to clients beyond auctionsThe trend toward spot pricingThe advantage of being based outside ChinaProviding a level of trust in the marketWhen will the lithium market mature?The future influence of AIRapid fire
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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.
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.
Australia