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.
Lithium market volatility reflects temporary supply-side adjustments rather than a permanent downward cycle. While recent reports from China suggest a collapse in demand and a return to low price levels, these narratives often ignore the global nature of battery energy storage systems and the rising cost curve of new p...
The recent shift in SMM’s inventory methodology has triggered significant market confusion, highlighting the persistent opacity within the global lithium supply chain. While major battery producers and trading platforms attempt to quantify stockpiles, this data often fails to reflect the physical reality of the market....
The lithium-ion battery industry is undergoing a significant shift as energy storage systems (ESS) reach an inflection point driven by costs dropping to as low as $40 per kilowatt-hour. While electric vehicles remain the primary market driver, ESS is emerging as a critical component for grid stability and data center p...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
