HeyJaredThe Global Lithium Podcast
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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 26, 2026
Latest episodes
Episode 244: The China Syndrome (opens the original)
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A stream of consciousness solo episode where I talk about the recent drama concerning SMM's inventory number and change in their process. Did it make sense? Who does it serve? I also talk about comments from Ganfeng on the quality of inventory information and the fact that some of the GFEX warehouse inventory isn't usable.
Episode 243: The International Lithium Association (opens the original)
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My guests are the co-founders of ILiA: Anand Sheth and Roland Chavasse. Topics: The membership mix Not just a producer organization Communicating the industry message What is success for ILiA? Challenges Commodity or specialty chemical? Communicating with regulators Chemicals or mining? Lithium trivia China: flexibility, growth and chaos
Episode 242: Standard Lithium (opens the original)
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My guests are: David Park and Dr. Andy Robinson, the CEO and President/COO, respectively. Topics: The LG offtake agreement How deals get done The market tailwind Standard's path to FID The DLE journey Advantages of Smackover brine Tightening specifications Bi-carbonation The build Safety Culture The Smackover's LT potential The midstream
Episode 241: Dr Yuan Gao (opens the original)
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Dr Yuan Gao is one of the most respected voices in the lithium-ion battery supply chain. A battery scientist with a number of cathode patents that has worked for a lithium producer, been the CEO of a major cathode maker, and is now on the board of directors of Lithium Americas and Pure Lithium, Dr Gao has a unique perspective on the history and future of the battery industry. Topics: The holy grail The future of BESS What's next in cathode Demand growth The evolution of lithium intensity Repurpo
Episode 240: "Lithium Summer" Update (opens the original)
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In this solo episode, I discuss the state of the lithium market: the good, the bad and the ugly. Despite the market’s overreaction to misinformation from China about the impact of a mine reopening on the supply and demand balance and the threat of sodium ion, lithium’s long-term fundamentals have never looked better. Demand continues to go from strength to strength. Meanwhile, production shortfalls, project delays and efforts by African countries to retain more of the value created from their re
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