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
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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.
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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.
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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.
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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 small startup like Standard Lithium partnered with a Norwegian oil major—and why that collaboration makes strategic senseHow Arkansas is leveraging the Smackover Formation to build a full lithium-ion battery ecosystem through initiatives like the Arkansas Lithium Innovation Accelerator and other emerging programsWhy making cathode materials in Arkansas isn’t just possible—it’s practicalI also extend a direct invitation to Korean battery makers to partner for cathode production in ArkansasThis is a uniquely American story—about innovation, energy, and new beginnings in unexpected places.Stick around for Rapid Fire.
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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