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 LL...
Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain.Topics:State of the LIB supply chainChina vs the rest of the worldBattery demand growth in 2025Korea's bet on the USIs LFP "the answer" for North America?President Trump and critical metalsMarket "reset" or "new normal"CATL's lepidolite restartPrice in 2025 and beyondThe incentive price for western projectsContracts: the latest trendsThe cost curveConversion projects ex ChinaThe change industry structure (Rio, Exxon, etc)The futures market
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1:01:12
Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)
The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global.
Topics:
State of the NEV market
The rise of PHEVs
Autonomous vehicles
Zeekr (Geely) & Waymo
Top Chinese NEV companies
Tariffs
Tesla
Thinning the herd
Legacy OEMs: who survives?
FSD
Battery energy storage systems (BESS)
BESS impact on lithium demand
The economics of BESS
Sodium ion: not ready for prime time
How real is battery "second life"?
BESS in 2030
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1:29:10
Episode 202: Year End Wrap with Daniel Jimenez
Daniel Jimenez and I discuss the following topics based on listener questions:
2024 Surprises
Lithium demand
Trends in EV adoption
PHEVs
BESS growth
The incentive price
The cost curve
Inventory
Rio - Arcadium
Africa's potential
Price
VW - Patriot
Canada
Argentina
Ex China conversion
LFP
The "Trump" impact
Rapid fire
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1:05:26
Episode 201: Thacker Pass (Hugh Broadhurst & Ryan Ravenelle)
This episode takes a deep dive into the Lithium Americas Thacker Pass project . My guests are LAC GM Hugh Broadhurst and R&D Manager Ryan Ravenelle.Topics:What makes Thacker Pass special?Working with a major mining partnerThe significance of the Reno Tech CenterBenefits of being in a “mining” stateProduct specificationsThe TeamInfrastructureLogisticsThe “Goldilocks” sulfuric acid plantSustainabilityCommunity supportThe project timelineChallengesThe cost curveRapid fire
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1:08:26
Episode 200: Dale Henderson
Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode.
Topics:
Pilbara’s four strategic pillars
The wild ride for lithium (& Pilbara)
Swing supply created by 2022 pricing
The steepening cost curve
Unsustainable pricing in 2024
The coming shortage
Continuing to be nimble
Managing through volatility
The POSCO JV & other world class partners
Where Pilbara sits on the cost curve
Growth and the Latin Resources acquisition
The arrival of big balance sheets to lithium
Brazil as a lithium jurisdiction
Keeping the team motivated
Two questions from Dale
Rapid fire
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.