Joe Lowry
@globallithium
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Global Lithium™ provides advisory services for lithium producers, purchasers, investors & governments on five continents. Host of The Global Lithium Podcast
Global
Joined March 2013
Learn why Arkansas matters in #lithium - the Apple link to E214
podcasts.apple.com
Podcast Episode · The Global Lithium Podcast · 07/20/2025 · 1h 3m
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Episode 214 is online with @jesse_edmondson & #ArthurOrduña.
open.spotify.com
The Global Lithium Podcast · Episode
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Recorded today-online by Monday - Episode 214 of the @globallithium podcast with @jesse_edmondson & #ArthurOrduña talking all things Arkansas #lithium & #Smackover related. @VentureCenter @StandardLithium #ALTA
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Eighteen years ago with my 中国🇨🇳country manager and a local manager. By that time, I had been making annual trips to Qinghai for seven years. China showed a commitment to building capacity while the west largely slept.
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As always, well stated by @sparkes_dwayne - the difference between oversupply & tight market is small. My belief is that the 2022 spike was on a less than 5% shortage but why quibble?. Each lithium cycle in this century has had a different pattern. The next one will be.
Goes to show, the balance between a surplus and deficit in the lithium market is tighter than what most initially thought. If a small, 11,000 tonne LCE operation shutting down causes a 4% spike in lithium carbonate price, I'd hate (love) to see what happens when one of these
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Dear SMM @CnMetals - why is it when the carbonate futures prices rise for a few weeks it is “irrational”but when price goes down it is just markets working….? What is agenda behind the commentary?
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No doubt that China leads in LFP production and spodumene conversion but these restrictions are posturing. Ironically both LFP & spod processing technology came from the U.S. Maybe they forgot.
www.electrive.com
Beijing has added battery cathode material preparation technology to its restricted export list. The move affects lithium iron phosphate (LFP) and related
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Three years ago via Zoom. @LiontownRes first time on the podcast. I look forward to have @FocusOtt Tony Ottaviano on again soon.
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Change at the top. Will capital constraints make @RioTinto just a new version of #Livent, #Orocobre, & #Allkem - delaying world class brine projects? Exclusive: Next Rio Tinto boss expected to entertain big deals, cut costs, sources say | Reuters.
www.reuters.com
Rio Tinto's , new CEO, who could be announced as soon as this month, should be open to transformative merger and acquisition deals as well as sharpening productivity and cost cuts, said two people...
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My friends at @PanoramaMinero published this interview today.
www.panorama-minero.com
The renowned expert offers an unfiltered analysis of lithium’s future, China’s dominant role, and Argentina’s potential in the new energy ec... | Panorama Mi...
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An interview I did with @PanoramaMinero at Fastmarkets in Las Vegas. It is in English with Spanish subtitles. A more extensive written interview will be posted on their website.
Qué se viene en el litio: “Habrá que esperar hasta 2026 para ver subas. Lo que cambió el juego fue la entrada de los grandes capitales” ⚡. Joe Lowry (@globallithium), uno de los analistas más respetados del litio a nivel mundial, explica en este clip por qué el mercado está
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The chaos over #lithium in Bolivia has been going on since the 1980s. It is highly unlikely they are ever a meaningful player.
www.mining.com
Bolivian lawmakers and protesters clashed over lithium deals with China and Russia, accusing the government of selling out national interests.
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