• The Global Lithium Podcast

  • Auteur(s): Joe Lowry
  • Podcast

The Global Lithium Podcast

Auteur(s): Joe Lowry
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  • Résumé

  • 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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Économie
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Épisodes
  • Episode 196: Hatch (Sid Subramani)

    Episode 196: Hatch (Sid Subramani)
    Sep 13 2024

    Sid Subramani has global responsibility for lithium projects at Hatch (@HATCHglobal on X), a professional services and engineering company.

    Topics:

    The Hatch role in lithium

    A typical engagement

    Red flags

    Projects: majors vs juniors

    Big Energy vs Big Mining

    DLE – when & how significant?

    Common project mistakes

    The importance of grade

    Why projects are late

    QPs

    Lepidolite

    Lithium jurisdictions

    Specifications

    Cap-Ex: China vs others

    The cost curve

    People

    Rapid fire


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    1 h et 8 min
  • Episode 195: Albemarle (Katie Pyfer)

    Episode 195: Albemarle (Katie Pyfer)
    Sep 5 2024

    Katie Pyfer is a Senior Director of Energy Storage responsible for global pricing at Albemarle. She has a PhD in analytical chemistry.

    Topics:

    Product analysis

    Managing market cycles

    Price discovery

    "Micro" managing

    Battery demand

    Commodity or specialty chemical?

    Tolling

    The blending game

    Qualification

    Competitive tension

    The benefit of lithium auctions

    Price transparency

    Contracts

    The future of "futures"
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    1 h et 8 min
  • Episode 194: Listener Q&A

    Episode 194: Listener Q&A
    Aug 23 2024

    I answer listener questions on this episode.

    Topics:

    The Future of DLE

    Argentina production in 2025

    Black Swan events

    Can the US work with China?

    The Pilbara/LRS deal

    Is it time for more M&A?

    US production in 2030

    EU lithium potential

    Hard rock vs brine

    The Salton Sea

    Is LFP the future?

    Oversupply - how long?

    SQM as a barometer of price

    Rapid fire
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    50 min
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