I think no one knows lithium market better than Joe.
Name : Joe Lowry
Summary
Global Lithium LLC works with lithium producers, consumers, investors, and governments on four continents leveraging more than 20 years of “Big 3” lithium experience in the US, Japan and China.
Mission Statement: Create value by providing useful market information, insightful analysis and effective action plans.
Experience
PresidentGlobal Lithium LLCDecember 2012 – Present (3 years 6 months)
Global Lithium LLC provides advisory and consulting services to lithium producers, lithium users, green energy companies, investment houses and hedge funds on four continents. Areas of focus are: industry and market analysis, strategy development, marketing and sales support, sourcing, cross cultural training, valuations, recruiting and negotiations.
PresidentAsia Lithium2004 – October 2012 (8 years) | Japan
Leading supplier of downstream lithium products in Japan. Led restructuring of manufacturing operations that led to increased profit at both the joint venture and parent company. Helped the local partner adapt to the globalization of the Japan market which required optimization of operations and supply chain. Company remained highly profitable despite increased competition in the sector due to a large expansion of industry capacity.
Representative Director and PresidentFMC Zhangjiagang Specialty ChemicalsJanuary 2007 – September 2012 (5 years 9 months)
Venture Manager for a project to build FMC's first wholly owned manufacturing plant in China - established a legal entity (WOFE), secured land and managed the team responsible for construction of an organolithium plant. Became the representative director when the WOFE was formed. Plant has been operational since 2009 and is the largest plant of its kind in the world.
PresidentHonjo FMC Energy SystemsFebruary 2000 – September 2002 (2 years 8 months) | Osaka, Japan
Lithium ion battery material supplier to leading names in the industry.
Vincent L.-Desjardins
Senior Investment & Personal Banking Officer
Great post, thank you for the insights. Is there a particular reason why you didn't discuss Sal de Los Angeles at this point ? On an other note, will you be providing your thoughts on the 8th Annual Lithium Supply & Market Conference later this month ? Thanks
david mcintosh MANAGING DIRECTOR at GOLDEN HANDS PORTFOLIO RESEARCH
Best piece you have written yet joe GXY are set advance in the years to come .. they will make a great addition to any portfolio ..
Paul Gregory
Generating operational seasonal forecasts for Climate Information Services
Thanks for the updates. Any comment on Tesla's ability to source enough battery grade material to meet their upgraded production schedule of 500,000 EVs in 2018?
Joe Lowry
One of the World's Leading Lithium Market Experts Tesla's supplier buys hydroxide and the "Big 3" don't have enough capacity. The Tesla supply chain has to source significant quantities from China. Price will be high but it can be done. Tesla's arrogance put them in a weak position. Tesla is unlikely to be making cathode by 2018 so it is really about the Panasonic supply chain. Tesla has totally mishandled lithium sourcing to this point.
Dominic Piper
Editor at Paydirt Media Pty Ltd
Joe, thanks for a thorough and fascinating trip through Argentinian lithium, which I am currently trying to get my head around ahead of the Latin America Down Under Conference here in Perth next week. I recently spoke to a pre-IPO company, Everlight Resources, which intends to list on the ASX in July which also has ground on Hombre Muerto Salar. What do you make of Everlight?
