

The Global Lithium Podcast
Joe Lowry
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.
Episodes
Mentioned books

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

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.

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

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

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

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

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

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

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.

Sep 18, 2023 • 27min
Episode 169: "Down Under"
A summary of my recent 12 day trip to Australia.