What are the best lithium podcasts?
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 140 countries.
What is global lithium LLC?
Founded by one of the world's leading lithium market experts, Global Lithium LLC provides advisory services, custom studies, expert consultations, and online resources including the Global Lithium Podcast for anyone looking to learn more about the industry.
What happened in Season 3 of the global lithium podcast?
In a dramatic first episode of season three of the Global Lithium Podcast, Joe and Emily start off by discussing social unrest in Chile and electoral change in Argentina.
Who is the first global lithium podcast guest on Q&A?
The first Global Lithium Podcast guest makes his initial appearance on Global Lithium Q&A. Chris Berry of House Mountain Partners answers my question and then I answer two listener questions. Run time: ~18 minutes.
What episode of Global Lithium Podcast is Joe and Emily talking about?
In a dramatic first episode of season three of the Global Lithium Podcast, Joe and Emily start off by discussing social unrest in Chile and electoral change in Argentina. We are joined by former podcast guest Daniel Jimenez to give us a boots on the ground view of what is happening in Chile, and Emily weighs on on what Macri’s loss will mean for lithium in Argentina. Joe gives his thoughts on Tianqi – specifically regarding Tianqi’s comment that short supply from the Greenbushes mine in Australia impacted their quarterly results. Next he moves on to Albemarle and the continued poor performance at La Negra in Chile.
Who is the CEO of Livent?
In a smashing season finale double episode, The Global Lithium Podcast team joins Livent CEO Paul Graves in his home to chat about life, lithium, and Livent. Paul gives us his background from a small town in England, and Joe and Paul share their experiences as expats in multiple countries and cultures. They focus on the danger of becoming a “citizen of nowhere” that can lead companies to be distanced from customers, employees, and governments.
What is Vivas's talk?
Vivas talks about India, and how electrification of mobility is essential in this country that is home to 15 of the 20 most polluted cities in the world. We cover the development challenges faced by countries like India and China in lifting people out of poverty, and the role of lithium batteries in doing so. We chat about the role of China’s debt diplomacy and why India’s conglomerate culture is different.
Is Rio Tinto entering the lithium space?
We discuss over-hyped news that Rio Tinto is entering the lithium space, given their project is reprocessing tailings from production of another product and the expected output is marginal. We wonder aloud why a mining major is starting so small.
Who is the voice of reason on the Lithium podcast?
December 7, 2019. Episode 12: Chris Berry aka "The Voice of Reason" Gives His Perspective on Energy Metals in 2020. The first Global Lithium Podcast guest makes his initial appearance on Global Lithium Q&A. Chris Berry of House Mountain Partners answers my question and then I answer two listener questions.
Who is the CEO of Pure Lithium?
Episode 85: Emilie Bodoin. Emilie Bodoin is the founder and CEO of Pure Lithium a start-up focused on changing the way lithium metal is made and greatly enhancing the quality vs the current state of the art.
When is the E52 podcast?
November 22, 2019. E52 of the Global Lithium Podcast "The Geek Squad". Joe and Emily are joined in Los Angeles by the newly minted “geek squad,” the label intended as the ultimate compliment to four technical experts. All are veterans of the podcast.
Who is the host of Hidden Joule 2021?
April 16, 2021. Episode 99: Jed Dorsheimer. Jed Dorsheimer is the Global Head of Sustainability Research at Canaccord Genuity, Co-founder and President of the Biophysical Economics Institute and host of the Hidden Joule Podcast. Jed is a leading commentator on: Sustainability/ESG, Allocation of Resources, Climate Change, and Systems Complexity.
Who is Carlos Galli?
Episode 98: Carlos Galli. Carlos Galli is an independent lithium consultant in Argentina. Carlos has worked on many brine projects both as a principal and a consultant. He learned from one of the best lithium minds in Argentina, his father Dr Daniel Galli.
Who is Mr Lithium?
Joe Lowry (aka @globallithium on Twitter) and known as "Mr Lithium" is a 30 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 over 130 countries.
Who is Chris Berry?
Chris Berry, President of House Mountain Partners ( www.discoveryinvesting.com ), is one of the most highly regarded battery metals analysts in the space. He was also the first guest on the Global Lithium Podcast in November of 2017.
What was Vivas' first exposure to the world of lithium?
Vivas’s first exposure to the world of lithium was at his former employer Tesla, and when he took on the role, his first reading included Joe Lowry’s linkedin articles.
Where was the last episode of Fastmarkets Lithium Conference?
In the final episode recorded from Santiago, Chile, at the Fastmarkets Lithium Conference, Joe and Emily sit down with Alison Dai, director of Chengdu Chemphys. While Chemphys may be unknown to many who follow the lithium industry due to it’s deep specialization in high purity products, Joe introduces the company as a strong Chinese competitor to FMC.
What is the podcastiversay episode about?
They discuss a prevalent topic of Joe’s “expert calls” where investors ask him if lithium chemical and stock prices are at “the bottom” and when investor sentiment will change. Of course that question is not easy to answer but we do provide food for thought and, as always finish with rapid fire questions.
What is Vivas's talk?
Vivas talks about India, and how electrification of mobility is essential in this country that is home to 15 of the 20 most polluted cities in the world. We cover the development challenges faced by countries like India and China in lifting people out of poverty, and the role of lithium batteries in doing so. We chat about the role of China’s debt diplomacy and why India’s conglomerate culture is different.
Why does Tom share his passion for energy elements associated with volcanoes?
Tom shares his passion for energy elements associated with volcanos because of the impact these minerals have on the world. Joe and Emily learn about super volcanos’ role in the formation of brine and pegmatite lithium deposits, and that lithium, like joe’s pizza preferences, can be found in areas with a thick crust – and unfortunately for Tom’s vacation preferences, not in Hawaii. Joe picks Tom’s brain on how the lithium leaches from volcanic material into brines and what patterns volcanic eruptions follow.
What is high purity lithium?
High purity lithium is called four 9’s or five 9’s, referring to the 99.99% or 99.999% purity that some applications require. Alison the explains why in the mid 90s’ Chemphys decided rather than to enter the crowded technical grade industrial lithium market in China, that their niche would be high purity products.
Who is the CEO of Livent?
In a smashing season finale double episode, The Global Lithium Podcast team joins Livent CEO Paul Graves in his home to chat about life, lithium, and Livent. Paul gives us his background from a small town in England, and Joe and Paul share their experiences as expats in multiple countries and cultures.
Where is the Lithium Podcast?
For now, Anchor will be the podcast home but we will remain available on Apple, Spotify and other major platforms. This episode was recorded in Reno, Nevada. My guests are Dr. Rene LeBlanc, CTO of Lithium Americas and Alexi Zawadzki, President of Lithium Nevada. We discuss recent developments at the Cauchari and Thacker Pass Projects before delving into other areas. I ask and Rene explains why it is a misnomer to say "it is too difficult to make battery grade carbonate at altitude". We both worked for FMC Lithium (now Livent) in a day when Hombre Muerto produced an excellent battery quality product above 4,000 meters in Catamarca Province Argentina. I provide some comments on Livent's recent earnings guidance and make some brief comments on pricing and other pertine…
What is the episode 77 of the Global Lithium Podcast?
Episode 77 of the Global Lithium Podcast: “Gradually then Suddenly”: is a conversation with Roger Atkins. Roger Atkins of electricvehiclesoutlook.com is one of the top EV voices on the planet with 30 years of auto industry experience. This conversation is not really about lithium, it is more about the demand drivers of lithium’s future. Anyone interested in batteries, electric mobility, energy storage or the future will benefit from this podcast. We discuss why OEMs really aren’t as motivated to transition to e-mobility as they like to “advertise”, why Tesla has an almost insurmountable lead in battery and EV technology and move on to the rivalry between Elon Musk and Jeff Bezos and how the world will benefit from their growing competition. We ponder if Musk and Bezos are the new generation of “Robber Barons” with social media generated halos. Elon Musk’s admiration for Henry Ford is another topic. We wonder aloud if Elon would benefit from sharing ideas with Henr…
Who is Alexi Zawadzki?
Alexi Zawadzki is the President of North American Operations for Lithium Americas (LAC). He is currently leading the effort to bring Thacker Pass into production by mid decade. In this episode we discuss the resource (type and size), the current status of the project including pilot plant operations, LAC's commitment to sustainable project development, innovative mining and reclamation techniques, planned use of renewable energy and desire to minimize the impact to the environment. Thacker Pass will be the first world class lithium resource to be brought online in the US in this century.
Who is Carlos Galli?
Episode 98: Carlos Galli. Carlos Galli is an independent lithium consultant in Argentina. Carlos has worked on many brine projects both as a principal and a consultant. He learned from one of the best lithium minds in Argentina, his father Dr Daniel Galli.
Who is the CEO of Pure Lithium?
Nov 7, 2020. Episode 85: Emilie Bodoin. Emilie Bodoin is the founder and CEO of Pure Lithium a start-up focused on changing the way lithium metal is made and greatly enhancing the quality vs the current state of the art.
Who is Adam Panayi?
Adam Panayi is the Managing Director of UK based EV and Battery consultancy Rho Motion. The key to understanding the future direction of the lithium industry is understanding the growth of EVs and batteries as well understanding the developments in cathode chemistry and solid state. Shout outs to Benchmark Mineral Intelligence, Simon Moores and Roger Atkins. In a little less than an hour we cover: How Rho Motion collects and parses data aka “how the forecast sausage is made” GWH projections for 2025 and 2030 – the driver of lithium demand The methodology of predicting Gigafactory utilization Stated Gigafactory capacity vs effective capacity EV penetration by region ESS – taking what batteries it can get (for now) Gigafactory start-up reject rates (the dirty little secret of battery producers) Warranties Why after several EV “false starts” it is different this time Cathode chemistry projections Rapid fire
Who is Mr Lithium?
Joe Lowry (aka @globallithium on Twitter) and known as "Mr Lithium" is a 30 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 over 130 countries.
What is the episode 77 of the Global Lithium Podcast?
Episode 77 of the Global Lithium Podcast: “Gradually then Suddenly”: is a conversation with Roger Atkins. Roger Atkins of electricvehiclesoutlook.com is one of the top EV voices on the planet with 30 years of auto industry experience. This conversation is not really about lithium, it is more about the demand drivers of lithium’s future. Anyone interested in batteries, electric mobility, energy storage or the future will benefit from this podcast. We discuss why OEMs really aren’t as motivated to transition to e-mobility as they like to “advertise”, why Tesla has an almost insurmountable lead in battery and EV technology and move on to the rivalry between Elon Musk and Jeff Bezos and how the world will benefit from their growing competition. We ponder if Musk and Bezos are the new generation of “Robber Barons” with social media generated halos. Elon Musk’s admiration for Henry Ford is another topic. We wonder aloud if Elon would benefit from sharing ideas with Henry’s great grandson the current executive Chairman of Ford Motor Company. Roger explains why simple EV penetration metrics are essentially a meaningless form of what he calls “numerical alliteration”. We break down the e-mobility world by different types of vehicles and discuss how regional differences impact the development of the market. Some market segments are past the mass adoption “tipping point”, others are not. Along the way you will hear thoughts about the major battery chemistries and their relative merits. Roger asks me if I think ESS will be a bigger market than e-mobility, the answer may surprise you. The above, much more and rapid fire.
Who is Mr Lithium?
Joe Lowry (aka @globallithium on Twitter) and known as "Mr Lithium" is a 30 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 over 130 countries.
Who is Yuan Gao?
From his early days at FMC Lithium working in battery R&D to his time with Molycorp in rare earth materials followed by a five-year tenure as CEO of Chinese cathode producer Pulead and most recently as a member of Lithium Americas Board of Directors and as a sought after advisor. Few have the breadth of experience Yuan has. Dr. Gao holds twenty-one patents. In this episode we discuss the cathode market in detail from LFP to High Nickel products. We also review the challenges in producing LMFP and “Cobalt Free” High Nickel. We discuss the regionalization of battery supply chains and why it will be difficult for North America and Europe to play “catch up” with Asia. We move on to the future of solid state batteries and the challenges faced by the recycling industry. We ponder when recycling industry will transition from processing the scrap of new gigafactories to being part of a truly circular lithium ion battery ecosystem. As always, we close with rapid fire.
Who is Carlos Galli?
Carlos Galli is an independent lithium consultant in Argentina. Carlos has worked on many brine projects both as a principal and a consultant. He learned from one of the best lithium minds in Argentina, his father Dr Daniel Galli. Topics covered in this episode include: Covid’s ongoing impact in Argentina Building a “lithium bridge” from the Argentine Puna to Europe for the EU battery supply chain Some underappreciated benefits of brine assets The “water dimension” in lithium projects and why it is often ignored or mischaracterized Ponds vs Direct Lithium Extraction (DLE) DLE’s potential to bring quality (if not cost) advantages Why the Argentina President should stop hyping supply targets Ranking the top five Argentina lithium projects Value addition vs chasing the value chain How many projects can coexist on Salar del Hombre Muerto? Beyond DLE Bolivia – Saudi Arabia without oil? Rapid Fire
Who is the best lithium analyst?
Seth Goldstein is one of the best lithium analysts – anywhere. He works for top rated investment research company Morningstar where in addition to his lithium work he also chairs their EV committee. Prior to joining Morningstar, Seth worked for Berkshire Hathaway Energy. As part of his role with Morningstar Seth follows Albemarle, SQM and Livent; however, he is also well versed on other companies in the space, as well as the EV and cathode markets. Topics include: Seth’s analytical process Analyzing the former “Big 3” When will EVs achieve cost parity with ICE vehicles? Barriers to EV adoption EV penetration in 2025 and 2030 Why building recharging infrastructure is more important than subsidies Carbonate vs hydroxide – the market split in 2030 Is the lithium industry as opaque as it seems? Seth’s thoughts on the cost curve and future pricing Albemarle’s changing price strategy Will Tesla continue to lead in EVs? Handicapping new lithium projects and expansions Will the “Big 4” continue to dominate supply in 2030 LAC – the next major? Rapid Fire From my perspective this is a “top 10” episode. Seth can be found on twitter @SethGMStar1 Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc. Neither I, nor Global Lithium LLC have received compensation in any form from Morningstar.
Who is Alexi Zawadzki?
Alexi Zawadzki is the President of North American Operations for Lithium Americas (LAC). He is currently leading the effort to bring Thacker Pass into production by mid decade. In this episode we discuss the resource (type and size), the current status of the project including pilot plant operations, LAC's commitment to sustainable project development, innovative mining and reclamation techniques, planned use of renewable energy and desire to minimize the impact to the environment. Thacker Pass will be the first world class lithium resource to be brought online in the US in this century.
Who is Adam Panayi?
Adam Panayi is the Managing Director of UK based EV and Battery consultancy Rho Motion. The key to understanding the future direction of the lithium industry is understanding the growth of EVs and batteries as well understanding the developments in cathode chemistry and solid state. Shout outs to Benchmark Mineral Intelligence, Simon Moores and Roger Atkins. In a little less than an hour we cover: How Rho Motion collects and parses data aka “how the forecast sausage is made” GWH projections for 2025 and 2030 – the driver of lithium demand The methodology of predicting Gigafactory utilization Stated Gigafactory capacity vs effective capacity EV penetration by region ESS – taking what batteries it can get (for now) Gigafactory start-up reject rates (the dirty little secret of battery producers) Warranties Why after several EV “false starts” it is different this time Cathode chemistry projections Rapid fire
