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The Global Lithium Podcast

The Global Lithium Podcast

Von: Joe Lowry
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 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 Ökonomie
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  • Episode 229: YJ Lee

    Episode 229: YJ Lee
    Feb 21 2026

    YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee

    Topics:

    The Backstory

    YJ's path to lithium

    The learning process

    His bullish forecasts

    EVs, E-trucks & BESS

    Picking winners

    Ganfeng & Tianqi turn bullish

    CATL's diminishing lithium market influence

    Is another price spike coming?

    Thacker Pass

    DLE & the Smackover

    Eramet

    Vulcan

    Nemaska

    Canadian potential?

    Rapid fire
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    1 Std.
  • Episode 228: Rene LeBlanc

    Episode 228: Rene LeBlanc
    Jan 23 2026

    Rene is a VP at Lithium Americas and one of the best technical minds in the industry.

    Topics:

    How the industry has changed in 20 years

    The return of LFP

    Flowsheets

    China's overnight success after two decades

    The challenge for America

    The next cycle

    Is the low hanging fruit gone?

    What derailed high nickel cathode

    Tesla's Texas converter hype

    BESS

    DLE

    Thacker Pass update
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    56 Min.
  • Episode 227: The New Year in Lithium

    Episode 227: The New Year in Lithium
    Jan 6 2026

    This is a solo episode. In the past I wrote a time limited "stream of consciousness" New Year's post on LinkedIn. This year I decided to do a podcast with the same rules.



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    27 Min.
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