The Global Lithium Podcast

Hosted by Joe Lowry

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Episodes

196

Latest episode

Oct 2026

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About the show

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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60 recent

November 8, 20261 hr 5 min

Episode 247: Pure Lithium

My Guests today are: Emilie Bodoin the Founder and CEO of Pure Lithium & Dr Yuan Gao the long time industry veteran who serves as a director of Pure Lithium in addition to the multitude of other roles he has in the lithium and battery space. Topics: Origins of the rechargeable lithium battery The lithium ion "compromise" The use of excess lithium in cathode Energy density Going to court to protect IP Scaling new technologies Funding issues Solid state development challenges Sodium ion hype False lithium narratives Supply/demand/price Additional information: Panasonic Court Case Information is below: Pure Lithium Corporation v. Panasonic Corporation of North America, Case No. 26CV487768 https://santaclara.courts.ca.gov/online-services/case-information-online

October 10, 20261 hr 5 min

Episode 246: Carlos Galli

Carlos Galli is the VP of Growth and Innovation at Lithium Argentina. Topics: Update on phase 1 of Cauchari Quality, recovery and cost The planned brownfield expansion Starting with DLE Managing weather impacts Buffering ponds An El Nino year RIGI benefits Price Argentina's infrastructure challenges Brine reinjection The future impact of AI My comments on current market confusion

October 1, 202624 min

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.

September 14, 202622 min

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.

September 8, 20261 hr 13 min

Episode 243: The International Lithium Association

My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics: The membership mix Not just a producer organization Communicating the industry message What is success for ILiA? Challenges Commodity or specialty chemical? Communicating with regulators Chemicals or mining? Lithium trivia China: flexibility, growth and chaos

September 1, 202656 min

Episode 242: Standard Lithium

My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics: The LG offtake agreement How deals get done The market tailwind Standard's path to FID The DLE journey Advantages of Smackover brine Tightening specifications Bi-carbonation The build Safety Culture The Smackover's LT potential The midstream

August 27, 20261 hr 21 min

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 grail The future of BESS What's next in cathode Demand growth The evolution of lithium intensity Repurposing US gigafactories CATL Sodium-ion Robin Zeng's team Solid state batteries Innovation in lithium metal Making a difference Lessons from Lithium Americas US-China relations Lithium-ion surprises Rapid fire

August 9, 202624 min

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, project delays and efforts by African countries to retain more of the value created from their resources continue to put pressure on supply. Topics: ALB's bullish market commentary SQM displaces ALB as the #1 producer CATL: #1 in GWH & misinformation The pulled US lithium tender The midstream/downstream future in Oz US critical metals "hype machine" Tesla's long ramp up in Texas Buy the book

July 26, 20261 hr 0 min

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 lithium The Team Aquatech’s view of the market DLE The op-ex challenge Believers in brine The future of battery grade Fans of the Smackover Different customers – different problems Selling solutions not technology A family culture The White Silver Project Pearl Rapid fire

July 1, 202650 min

Episode 238: David Park

David Park is the CEO of Standard Lithium. Topics: Leaving retirement for a lithium junior Capital challenges Partners Critical success factors Getting to FID Offtake agreements DLE The Team Bipartisan projects The benefits of Arkansas The Smackover vs. hard rock Price "6 hours of angst" Shout outs Rapid fire