• The Global Lithium Podcast

  • 著者： Joe Lowry
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The Global Lithium Podcast

著者： Joe Lowry
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  • 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.
    Joe Lowry
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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.
Joe Lowry
経済学
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  • Episode 202: Year End Wrap with Daniel Jimenez

    Episode 202: Year End Wrap with Daniel Jimenez
    2024/12/21

    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
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    1 時間 5 分
  • Episode 201: Thacker Pass (Hugh Broadhurst & Ryan Ravenelle)

    Episode 201: Thacker Pass (Hugh Broadhurst & Ryan Ravenelle)
    2024/12/09

    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 partner

    The significance of the Reno Tech Center

    Benefits of being in a “mining” state

    Product specifications

    The Team

    Infrastructure

    Logistics

    The “Goldilocks” sulfuric acid plant

    Sustainability

    Community support

    The project timeline

    Challenges

    The cost curve

    Rapid fire
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    1 時間 8 分
  • Episode 200: Dale Henderson

    Episode 200: Dale Henderson
    2024/11/20

    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

    The POSCO JV & other world class partners

    Where Pilbara sits on the cost curve

    Growth and the Latin Resources acquisition

    The arrival of big balance sheets to lithium

    Brazil as a lithium jurisdiction

    Keeping the team motivated

    Two questions from Dale

    Rapid fire
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    1 時間 2 分

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