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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 227: The New Year in Lithium

    Episode 227: The New Year in Lithium
    Jan 6 2026

    This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.



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    27 mins
  • Episode 226: Daniel Jimenez (Year End Wrap)

    Episode 226: Daniel Jimenez (Year End Wrap)
    Dec 19 2025

    Daniel Jimenez is the founder of iLi Markets and formerly worked for SQM. On X: @D_Jimenez_Sch

    Topics:

    The rapid growth of BESS

    CATL

    China's weakening grip on lithium

    Hidden costs in Africa

    The tightening market

    Where is the money made in LIB

    Chile's lithium future

    Argentina

    Rio Tinto's next moves

    When does DLE matter?

    Alternatives to CO3 & LiOH

    The coming price spike

    Conversion capacity outside China

    Rapid fire
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    1 hr and 30 mins
  • Episode 225: The Missing Midstream

    Episode 225: The Missing Midstream
    Dec 6 2025

    This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream.

    The panelists were:

    David Park, CEO of Standard Lithium

    Dan Blondal, CEO of Nano One

    Hugh McDonald, Arkansas Secretary of Commerce

    Bhageerath Vadhi, Geologist - Ford Motor Company

    Topics:

    What is the midstream?

    Why does it matter?

    The cathode bottleneck

    China's current dominant position

    Margins

    Nano One's LFP advantage

    Washington's perspective and role

    Emphasizing energy storage over EVs

    Geopolitics

    What does success look like?
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    46 mins
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