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The Global Lithium Podcast

The Global Lithium Podcast

By: Joe Lowry
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About this listen

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 Economics
Episodes
  • Episode 210: Dr Yuan Gao
    May 21 2025

    Yuan Gao is one of the most experienced voices in the lithium ion battery world with more than a quarter century of experience across countries, companies and technologies.

    Topics:

    Reasons behind CATL & BYD's success

    The China battery ecosystem

    "Dare to gamble"

    Is battery success possible in North America?

    Cathode developments

    Comparing China's cost structure to ROW

    The CATL "playbook"Leveraging vertical integration to lower lithium prices

    Price expectations

    The cost curve

    Sodium ion leverage?

    Solid state batteries

    Lithium metal batteries

    Rapid fire





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    1 hr and 7 mins
  • Episode 209: Carlos Galli
    Apr 24 2025

    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 lithium

    The arrival of "big balance sheets" in the Puna

    Lithium's need for transparency

    Learnings from China

    Battery/cathode tech

    The China lithium reprocessing industry

    Is lithium chloride the "NBT"?

    The partnership with Ganfeng

    The DLE demo plant

    Advantages of solvent of extraction

    Why ponds with DLE make sense

    Cauchari update

    Teamwork

    Why companies struggle with DLE

    Rapid fire

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    1 hr and 15 mins
  • Episode 208: Carlos Vicens (Full Circle Lithium)
    Apr 18 2025

    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 extinguish

    The team

    Partnerships

    The regulatory environment

    Should lithium fires have a special classification?

    Fire tests

    How FCL-X works

    Training fire departments

    Playing with (lithium) fire

    Next steps




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    49 mins

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