The Global Lithium Podcast

Joe Lowry
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Jan 11, 2024 • 1h 12min

Episode 178: Blair Way

Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTC Topics: Humble beginnings in Quebec The maiden resource Drill program The team How big a resource? The lake Production timing Realistic goals Why scale matters The “Brinsden” effect Albemarle Top 3 challenges Will Patriot own Corvette at start-up? Rapid fire
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Dec 20, 2023 • 1h 25min

Episode 177: Year End Wrap

Chris Berry and Daniel Jimenez discuss the highs and lows of the lithium market in the past year, factors affecting the industry, the potential of lapidolite in brine production, hindrances to industry growth, interesting questions from kids, lithium market assessment and forecasts for 2024, EV sales and lithium supply, and their love for Austria, Chile, and Gimmütlickeit.
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Dec 12, 2023 • 60min

Episode 176: Patrick Howarth (Exxon)

Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 using Direct Lithium Extraction (DLE). The company intends to become a major lithium producer by 2030. Exxon also developed the first lithium ion battery prototype in the 1970s. Topics: Exxon’s Low Carbon Solutions Group Leveraging Exxon’s technology capabilities to decarbonize Drilling for lithium vs oil & gas The Smackover DLE Lithium “surprises” Arkansas as a lithium province Hard rock ambitions? Supply & Demand Price The Team “Lithium years” Beyond Arkansas A tribute to Dr Stanley Whittingham Rapid fire
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Dec 3, 2023 • 54min

Episode 175: Ernie Ortiz

Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X). Topics: Ernie's backstory The LRC business model Primary vs secondary royalties Building the portfolio Why the focus on hard rock assets? The team The brand Does market negativity create opportunity? Price Competition ESG The IRA Improving lithium industry performance Rapid fire
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Nov 27, 2023 • 26min

Episode 174: Update from Asia & Beyond

A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less. Topics: Korean worries about the IRA Japan: the land of the "setting sun"? How many legacy OEMs survive? Price - what's next? Concern about the usefulness of indexes SQM ALB #ChrisGina Argentina elections
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Nov 1, 2023 • 52min

Episode 173: Team Money of Mine (Part 2)

Part 2 with the Money of Mine podcast team: Matt Michael, Travis Ricciardo, and Jonas “JD” Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building a “media empire.” I met them on a trip to Australia in September and was invited to be a guest on their show. I am now a regular listener. You can access their daily content via YouTube and all major podcast platforms. On X (aka Twitter) @moneyofminepod Topics: Piedmont Lithium Albemarle Ioneer The “Donald Trump” of Oz North & South America “field trip” Lithium or “midstream” chemicals? Price bifurcation Investing $5 million in ASX lithium stocks Common mistakes made by retail investors Podcast – lessons learned Interacting with the fan base Canaccord’s “Mr. October” Rapid fire
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Oct 26, 2023 • 1h 1min

Episode 172: Team Money of Mine (part 1)

My guests are the Money of Mine podcast team: Matt Michael, Travis Ricciardo and Jonas "JD" Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building their "media empire". I met them on a trip to Australia in September when they invited me to be a guest on their show – a link to that episode on YouTube is here. You can get their daily content via YouTube and all major podcast platforms. On X, they are @moneyofminepod Topics: The Money of Mine origin story The endgame Liontown drama Announcing: “Chrisgina” Australia’s lithium future SQM’s next moves Wesfarmer’s future Mineral Resources – where to from here? The Aussie lithium diaspora Albemarle You will have to wait for part 2 for rapid fire Other social media links Instagram: https://tinyurl.com/2p9p4xpd - LinkedIn: https://tinyurl.com/kvszkse3 - Facebook: https://tinyurl.com/yck4vx9p Personal Twitter accounts you can follow too: - Matty: https://twitter.com/mattymikals - JD: https://twitter.com/JDmoneyofmine - Travis: https://twitter.com/TRAVmoneyofmine
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Oct 22, 2023 • 60min

Episode 171: Tu Le - Vol II

Tu Le, Founder and MD of Sino Auto Insights and co-host of China EVs & More Podcast, discusses the UAW strike, future of US automakers, Tesla's EV lead, modifying IRA rules, NA/EU battery competitiveness, German auto retreat in China, China and India EV market, LFP in NA
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Sep 22, 2023 • 54min

Episode 170: Iggy Tan

Iggy Tan, Chairman of Lithium Universe and Managing Director of Altech Chemicals, discusses his time at Galaxy Lithium, China's first 'western' lithium plant, and creating a 'Lithium Universe'. They also explore the industry's biggest mistake, design considerations, and Iggy's role in the lithium industry.
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Sep 18, 2023 • 27min

Episode 169: "Down Under"

A summary of my recent 12 day trip to Australia.

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