Episode 83: Joe Lowry

In episode 83 I have a conversation with a skilled interviewer who talks to me about my three decade “journey” in the lithium world.

Topics include:

Current lithium “state of play”

False lithium narratives

The EU battery build out and need for interdependence in lithium supply

Why do some contemplating EU conversion projects feel carbonate, rather than spodumene, is the best route to battery quality hydroxide?

Why the lithium industry continues to be so misunderstood

Barriers to investment

Is Elon Musk “worth his salt” with respect to lithium?

The future of the cost curve

Why I will never catch up with my daughter’s presence on social media

What is my favorite “type” of lithium?

Why the next lithium shortage will last for years?

The problem with feasibility studies

Why partners matter

Urban Mining

Ganfeng’s strategy

Shout outs to Jon Evans, Dr. Tom Benson and Chris Reed

Why I like LAC and hope Standard Lithium succeeds