Global Lithium™ provides advisory services to the lithium-ion battery supply chain with clients on 5 continents. Host of The Global Lithium Podcast and author.
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Articles by Joe Lowry
2025 Bowman Draft TLDR
Intro Bowman Draft year over year is the deepest release of all the Bowman releases. It almost always ends up as the best release as well. Players, on the whole, are further down the development track than other releases. There are never any 16 year-olds in the product. No one here stands a chance of having to repeat the DSL. At least three-quarters of these players will play the entire season at Low-A or higher very soon.
2025 Bowman Draft Preview
Intro Bowman Draft year over year is the deepest release of all the Bowman releases. It almost always ends up as the best release as well. Players, on the whole, are further down the development track than other releases. There are never any 16 year-olds in the product. No one here stands a chance of having to repeat the DSL. At least three-quarters of these players will play the entire season at Low-A or higher very soon.
2025 Topps Update Series TLDR
Intro The Nick Kurtz chase continues with 2025 Topps Update Series. NL Rookie of the Year Drake Baldwin and NL Rookie of the Year runner-up Cade Horton provide nice secondary options along with a slew of Series 1 and Series 2 rookies getting second and third passes at Flagship rookie cards. As usual, lets dig into the players with Rookie Cards in this edition of Topps Flagship. Check out the 2025 Topps Update Series Full Preview for an in depth read. Tier Ranks Tier 1 - Cream of the crop.
2025 Topps Update Series Preview
Intro The Nick Kurtz chase continues with 2025 Topps Update Series. NL Rookie of the Year Drake Baldwin and NL Rookie of the Year runner-up Cade Horton provide nice secondary options along with a slew of Series 1 and Series 2 rookies getting second and third passes at Flagship rookie cards. As usual, lets dig into the players with Rookie Cards in this edition of Topps Flagship. Check out the 2025 Topps Update Series TLDR for all of your quick reference guide needs.
Trading Cards and Trading Stories: Position Players Pitching
I always enjoy quirky and charming cards, whether they’re baseball cards, some other sport or even a non-sports property. One of the things that can make them fall into this category for me are the photos used.
2025 Bowman Chrome Team Preview
Intro Bowman Chrome regularly proves to be the riskiest of the Bowman Flagship releases every year with a checklist packed full of recent International Free Agents, and this year is no different. As part of our breakdowns of the product, we're adding a new feature where we give a synopsis of each team in the product. This can be a great resource for your team breaks needs.
2025 Bowman Chrome Preview
Intro Bowman Chrome regularly proves to be the riskiest of the Bowman Flagship releases every year with a checklist packed full of recent International Free Agents, and this year is no different. Indeed, all five of our Tier 1 prospects with a 1st Bowman logo in 2025 Bowman Chrome are teenagers, either from the 2024 or 2025 signing classes. It may be a bumpy ride, but hopefully it's a fun one. Check out the 2025 Bowman Chrome TLDR article for your quick reference needs.
2025 Bowman Chrome TLDR
Intro Bowman Chrome regularly proves to be the riskiest of the Bowman Flagship releases every year with a checklist packed full of recent International Free Agents, and this year is no different. Indeed, all five of our Tier 1 prospects with a 1st Bowman logo in 2025 Bowman Chrome are teenagers, either from the 2024 or 2025 signing classes. It may be a bumpy ride, but hopefully it's a fun one. Check out the full in depth breakdown in the 2025 Bowman Chrome Preview article.
Trading Cards and Trading Stories: Insert Story Here
Inserts are an interesting topic in the Hobby - they can be highly sought after or completely ignored depending on the product, rarity, or value. Even if inserts are rare, they still have to look good for the Hobby to be into it. And not everyone will agree that an insert looks great even if the general consensus is a fan of it. In recent times, Panini has been the king of the insert. Kaboom. Color Blast. Downtown.
Local Card Pod - July 2025
Director of Dynasty Content - Canadian born and raised, moved to Arkansas with my wife and two sons Ezra and Ari. Followed and played baseball my whole life; played dynasty for 25+ years.
Trading Cards and Trading Stories: My First Hobby Box
It’s story-time - this time I thought I'd tell the story of my first ever Hobby box and the product itself, a product whose time has sadly come to an end, with nary a peep from Topps on the why. I grew up collecting cards in the Junk Wax Era with 1986 Topps being the beginning of the cards I can vividly remember, and 1987 Topps is the first product that I remember ripping packs.
2025 Topps Series 2 TLDR
Intro This is the short attention span theater edition of the 2025 Topps Series 2 Preview where I dig deep into every rookie with a True Rookie Card in the product. In other words, a quick reference guide. The "I aint reading all that. I'm happy for u tho. Or sorry that happened" version. So lets do some quick hits on all of the players with True Rookie Cards in this edition of Topps Flagship. You can check out the full 2025 Topps Series 2 Preview here. Tier Ranks Tier 1 - Cream of the crop.
2025 Topps Series 2 Preview
Intro If this checklist was released prior to the season starting, pre-orders would have been through the roof. Headlined by Roki Sasaki and buoyed by short prints of three mildy to very surprising 2025 Opening Day debut rookies of Matt Shaw, Cam Smith, and Kristian Campbell, the assumption would have been that there was no way this product would not have been a huge hit. Underperformance, inconsistency, and injury have tamped down that exuberance, at least from my perspective.
2025 Bowman TLDR
Intro Another year, another Bowman checklist with some of the hottest prospect names in the industry. For all of your Too Long Didn't Read needs, this is the companion article to our Bowman Preview article where we deep dive into each prospect with a 1st Bowman card in the product from a Hobby perspective. Here's to hoping that all of you opening packs and boxes find Jesus (Made). Check out the full, in depth breakdown in the 2025 Bowman Preview. Tier Ranks Tier 1 - Cream of the crop.
Episode 192 Iola Hughes (Rho Motion) on Apple Podcasts
Iola Hughes is the Head of Research at Rho Motion, a battery information services company that is part of Benchmark Mineral Intelligence. Iola is @RhoMoIola on X Topics: Cathode chemistry GWH growth numbers China's amazing performance Pack sizes The EV slowdown (ex China) ICE-EV price parity Does BYD need the US? Will Tesla get the boot in China? Revival of the hybrids India Sodium ion OEM strategies Solid state batteries The ESS market Rapid fire
Joe Lowry on LinkedIn: Lithium Malaise 2024
Nice video. Yes, I wonder about the claims made. I wonder at what scale you have produced lithium hydroxide? I wonder why this video sounds so similar to many others making claims of breakthrough tech, yet none have been commercialized. I wonder: when will you be producing 25,000 MT of LiOH per year? At what capital cost & op-ex? I wonder why those trying to improve the lithium process feel the need to distort the current situation to make their case sound more compelling.
Zelandez on Apple Podcasts
My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider Zelandez Gene is @ZelandezGene on Twitter/X Clint is @Clint_Van on Twitter/X Topics: The "Schlumberger" of lithium Speeding up brine projects "ErLi" - modular lithium production The impact of price cycles Operating in Argentina vs Chile vs Bolivia Water use The Zelandez treasure trove of brine data DLE and brine reinjection The team and the culture The "BFT" Challenges working at altitude To "BG" or...
Listener Questions on Apple Podcasts
In this episode I give my current thoughts on price as well as discussing my past calls both good & bad. I explain how I believe China has taken control of the lithium price narrative and the spodumene market, why I think brine based lithium returns to the lithium pole position in the coming decade and then I answer listener questions on everything from Canada, to what I invest in, to Brazil's lithium future to solid state batteries potential impact on the lithium supply chain.
Cauchari on Apple Podcasts
This episode includes three guests: Mac Whale of Cormark, Cole McGill of Stifel and Daniel Jimenez of iLi Markets. I joined the group on a site visit to Minera Exar's Cauchari operation. Minera Exar is a JV between Lithium Argentina and Ganfeng located in Jujuy Province, Argentina. We discuss what we saw and how each guest evaluates a project that is ramping up: 1) What were they key questions they wanted answered? 2) What was their overall impression of the project?
Michael Dunne on Apple Podcasts
Michael Dunne (@dunne_insights) on X/Twitter is the CEO of Dunne Insights a global intelligence & advisory service that provides insights on EVs, batteries, and charging with a particular emphasis on Asia. Topics: Son of a "car spy" China's lead in EVs The demise of Detroit in China Can the west catch-up? BYD - the early days China's other EV suppliers CATL's significance Can the US be a meaningful battery supplier? Toyota's hybrid strategy Should China be allowed in the US market?
Singapore Sling on Apple Podcasts
This episode is brought to you by Zelandez and Mississippi Lime. It is the audio of a presentation I gave in late March at the Future Facing Commodities Event in Singapore with some additional commentary. The presentation slides can be found at: www.globallithium.net/articles Topics: In the beginning there was North Carolina hard rock Questions you should be asking about the lithium market Where did 2023 "oversupply" come from?
Seth Goldstein on Apple Podcasts
Seth Goldstein (@SethGMStar1 on X) is an Equity Strategist and Chair of the Electric Vehicle Committee at Morningstar. This is his third appearance on the podcast.
Andy Leyland on Apple Podcasts
Andy Leyland (@andyleyland1 on X) is the founder of Supply Chain Insights (@insights_SC on X). Andy has deep experience in all aspects of the lithium ion battery supply chain. Topics: What Supply Chain Insights does 2023: the "rebalancing" year The lepidolite spectrum Lithium demand - still robust The turnaround in ESS Sodium ion batteries Oversupply Inventory levels The future of conversion in China Brine: "Argentina's race to lose" Two ways of looking at price Why is lithium forecasting so bad?
2024 Topps Series 1 Preview — Prospects Live
We made it! The first product of 2024, Topps Series 1 is out. As usual, I dive into every player with a base rookie card in the product and give you my thoughts as well as Hobby Tier rankings plus their potential Ceiling possibility. From the high flying, hyped beyond belief prospects like Elly De La Cruz and Jasson Dominguez to the new kid on the Hobby block, Evan Carter, this release has a lot going for it. Let’s rip some packs and jump into the rookies from 2024 Topps Series 1.
Lithium 2024 on Apple Podcasts
A solo episode. What I see in 2024 off the top of my head. I recorded it but haven't listened to it yet. Topics: Woodmac and the damage done. A couple WA ASX updates Price - where to from here? Why the press doesn't get lithium DLE The comeback of brine A lot of shout outs
Blair Way on Apple Podcasts
Blair Way is the CEO of Patriot Battery Metals (@Patriot_Battery on X aka Twitter) PMET on the TSXV, PMT on the ASX and PMETF on the OTC Topics: Humble beginnings in Quebec The maiden resource Drill program The team How big a resource? The lake Production timing Realistic goals Why scale matters The “Brinsden” effect Albemarle Top 3 challenges Will Patriot own Corvette at start-up? Rapid fire
Year End Wrap on Apple Podcasts
My guests are Chris Berry (@cberry1 on X) and Daniel Jimenez (@D_Jimenez_Sch on X). Both gentlemen are multi episode guests that bring a wealth of expertise to any lithium conversation. We discuss the highlights and lowlights of a dramatic year in lithium and also look to the year ahead.
Patrick Howarth (Exxon) on Apple Podcasts
Patrick Howarth leads the lithium effort within ExxonMobil’s Low Carbon Solutions Group. Exxon is currently drilling lithium brine wells in Arkansas with a plan to be in commercial production by 2027 using Direct Lithium Extraction (DLE). The company intends to become a major lithium producer by 2030. Exxon also developed the first lithium ion battery prototype in the 1970s.
Ernie Ortiz on Apple Podcasts
Ernie Ortiz is the CEO of Lithium Royalty Corp (@Lithium_Royalty on X). Topics: Ernie's backstory The LRC business model Primary vs secondary royalties Building the portfolio Why the focus on hard rock assets? The team The brand Does market negativity create opportunity? Price Competition ESG The IRA Improving lithium industry performance Rapid fire
Update from Asia & Beyond on Apple Podcasts
A solo episode where I discuss my recent trip to Korea & Japan, price & index worries, and offer a lithium history less. Topics: Korean worries about the IRA Japan: the land of the "setting sun"? How many legacy OEMs survive? Price - what's next? Concern about the usefulness of indexes SQM ALB #ChrisGina Argentina elections
Team Money of Mine (Part 2) on Apple Podcasts
Part 2 with the Money of Mine podcast team: Matt Michael, Travis Ricciardo, and Jonas “JD” Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building a “media empire.” I met them on a trip to Australia in September and was invited to be a guest on their show. I am now a regular listener. You can access their daily content via YouTube and all major podcast platforms.
Team Money of Mine (part 1) on Apple Podcasts
My guests are the Money of Mine podcast team: Matt Michael, Travis Ricciardo and Jonas "JD" Dorling. The Money of Mine Podcast began in April of this year when Matt, Travis and JD quit their day jobs to begin building their "media empire". I met them on a trip to Australia in September when they invited me to be a guest on their show – a link to that episode on YouTube is here. You can get their daily content via YouTube and all major podcast platforms.
The Global Lithium Podcast: Episode 171: Tu Le
Tu Le is the Founder and Managing Director of Sino Auto Insights. He is also co-host of the China EVs & More Podcast. @SinoAutoInsight on X Topics: The UAW Strike The future of the "Big 3" US automakers Tesla's huge EV lead in the US Modifying IRA rules The long road to NA/EU battery competitiveness The German auto retreat in China EV = battery & software The China EV market The India EV market China market misinformation LFP in North America Rapid fire
Iggy Tan on Apple Podcasts
Iggy Tan is the Non-Executive Chairman of Lithium Universe (ASX: LU7) and the Managing Director of Altech Chemicals. He was formerly the CEO of Galaxy Lithium.
"Down Under" on Apple Podcasts
A summary of my recent 12 day trip to Australia.
Tony Ottaviano on Apple Podcasts
Tony Ottaviano is the CEO of Liontown resources. This episode was recorded at Liontown's offices in Perth, Australia the day after I visited their Kathleen Valley project. Topics: Building a culture Alignment The onboarding experience Relationship with the Tjiwarl The Dragonfly camp design Using renewable energy Empowerment Documentation & control Operational readiness Supply contracts / customer visits The Albemarle deal Going downstream? Price Where to next?
Lithium Argentina on Apple Podcasts
Lithium Americas will separate into two entities in the fourth quarter of 2023. LAC’s South American assets will become Lithium Argentina (@Lithium_ARG on X aka Twitter). I spent a few days with the team last week in Buenos Aires and Salta, Argentina. Recording a podcast seemed like a natural thing to do. John Kanellitsas, Franco Mignacco, Ignacio Celorrio, Carlos Galli and Tom Benson joined me with a cameo appearance by Kelly O’Brien.
Top 100 Prospects for The Hobby - Mid-Season Update — Prospects Live
It’s that time to revisit our Top 100 Prospects for The Hobby with plenty of graduations, fresh video and data, and all of the additional context that helps inform our prospecting opinions. Our Hobby gurus Joe and Max rank their top Hobby prospects and then average out their ranks to create an aggregate list for your Hobby pleasure. There are many ways to go about creating a Hobby list such as this. How did we handle it?
Listener Q&A on Apple Podcasts
On this episode I enlist the help of Rene LeBlanc & Tara Berrie to help me answer listener questions that cover a broad cross section of interests from how to evaluate lithium projects to the impact of the Inflation Reduction Act to where price may be heading. Shout outs to Daniel Jimenez and Chris Berry.
Chris Gale on Apple Podcasts
Chris Gale is the founder and MD of Latin Resources. www.latinresources.com.au / @LatinRes on Twitter Topics: Backstory – the long, winding road to lithium Raising capital Going to South America How a lithium explorer survives Why Brazil? The long odds against explorers becoming producers Upgrading the resource Learning from Sigma’s experience What is a tier 1 lithium deposit?
Tu Le on Apple Podcasts
Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast. Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world. Topics: China's current & future position in the global EV market Average battery sizes The return of EV incentives in China ?
Ron Mitchell on Apple Podcasts
Ron Mitchell is the Managing Director of Global Lithium Resources (ASX GL1) and a veteran of the lithium industry with more than a decade of prior experience at Talison and Tianqi. Topics: Ron’s backstory Early days doing business in China Building relationships Negotiating in China How does the industry 10X supply? Ron’s spodumene price “crystal ball” Global Lithium Resources' two projects Building the team at GL1 Partners Offtake Going downstream?
John Worth on Apple Podcasts
John Worth is the CEO and MD of geo40 a technology company based in New Zealand engaged in low carbon recovery of minerals from geothermal fluids. They currently produce colloidal silica at commercial scale from geothermal streams in New Zealand and are leveraging that technology to provide direct lithium extraction (DLE) to a variety of asset types containing low levels of lithium (50 ppm & up).
The Global Lithium Podcast: E160: 3 Listeners
I speak with three podcast listeners who are also keen lithium investors - Nathan Wolyniec from Brisbane Australia; John McElroy, a Green Beret with more than 1,000 parachute jumps originally from Syracuse, NY and David Cebalo a retired investor from Indiana. We discuss what drew them to investing in lithium stocks, how they research companies and make decisions. I end the episode with some thoughts on the Livent - Allkem merger announced earlier this week.
Chile/Argentina/Price on Apple Podcasts
There are two guests on this episode: Daniel Jimenez & David Guerrero. Both have been on the podcast multiple times. You will get perspective on Chile's new lithium strategy/policy from both sides of the Andes. We also discuss the lithium price and lithium development in Argentina. We probe the possibility of changes to Argentina's royalty structure and ponder Argentina's ultimate lithium production potential with and without DLE. We also briefly discuss lithium activity in Bolivia.
The Lithium Decade on Apple Podcasts
I presented "The Lithium Decade" in Singapore last week at the Future Facing Commodities conference. Select slides from the presentation will be available on the Global Lithium website.
Peter Hannah on Apple Podcasts
Peter Hannah (@PHmetals on Twitter) is a senior manager at Fastmarkets. This is Peter's second appearance. His first appearance in June, 2022 was in the top ten of all episodes to date. We discuss the current pricing situation: the volatility in China with spot price dropping vs rising contract prices elsewhere, supply and demand, the future of lepidolite, the perceived threat of sodium ion batteries and much more. Top Podcasts In Business
Daniel Jimenez on Apple Podcasts
Daniel Jimenez is the MD of iLi Markets and a director of Galan Lithium. He has deep experience in lithium after spending almost three decades at SQM before starting his own firm. This is Daniel's fourth appearance on the podcast. In this episode we have a detailed discussion on current and future supply by region in the face of unprecedented demand growth.
Jigar Shah on Apple Podcasts
Jigar Shah (@JigarShahDC on Twitter) is the director of the Loan Programs Office at the Department of Energy. Mr. Shah was formerly the co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Jigar also has the best laugh of any prior guest on the podcast and celebrated his two year anniversary at the DOE on March 3rd – the day we recorded.
Emilie Bodoin on Apple Podcasts
Emilie Bodoin is the CEO of Pure Lithium. Pure Lithium is on a mission to change the way batteries are made. Topics: The current state of lithium metal technology Brine direct to lithium metal - the ultimate DLE?
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