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Joe Lowry
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Joe Lowry
@globallithium
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.
Global
globallithium.net
Joined March 2013
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32.1K
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  • user avatar
    Joe Lowry
    @globallithium
    Jun 1, 2022
    Look for yourself: @GoldmanSachs misses on both #lithium supply & demand. Why does demand growth slow from ‘23? New supply is overestimated as amateurs tend to do. Scrap actually increases the shortage as it slows Li to market. Lepidolite will grow but has cost/quality problem.
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    Joe Lowry
    @globallithium
    Aug 2, 2022
    Like all estimates not perfect but makes the point well. There will be a #lithium deficit into the 2030s. Thanks @SPGlobal
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    Joe Lowry
    @globallithium
    Mar 14, 2024
    The wait is over. Congrats @LithiumAmericas ! $LAC
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    19K
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    Joe Lowry
    @globallithium
    Mar 20, 2023
    The bottom hasn’t happened but a spot price rebound will likely happen before year end. Most volume is sold via contracts. The average contract price in 2023 will be higher than 2022. The #lithium story is just getting started.
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    25K
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    Joe Lowry
    @globallithium
    Apr 14, 2023
    The press continues to get the #lithium supply & price story wrong. The ave price paid for lithium chemicals will be up vs last year. The @benchmarkmin spodumene chart trend as of this morning. Spod sets the cost curve. Listen to @jdevans4005 recent interview.
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    31K
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    Joe Lowry
    @globallithium
    May 29, 2022
    Apparently @GoldmanSachs is vying for the honor of worst call on #lithium in this decade. This wrong headed article should & will be forgotten as a click bait headline. We are years away from oversupply.
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    Goldman Says Bull Market in Battery Metals Is Finished for Now
    From bloomberg.com
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    Joe Lowry
    @globallithium
    Jan 30, 2024
    Interesting times. @GoldmanSachs Must be great when you can talk down #lithium prices before a buy.
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    17K
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    Joe Lowry
    @globallithium
    Nov 15, 2022
    Don’t confuse them with the facts. @CreditSuisse & @GoldmanSachs “Leaders in the #LITHIUM misinformation age”
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    Lithium stocks smashed after bearish notes from Goldman Sachs and Credit Suisse
    From marketindex.com.au
  • user avatar
    Joe Lowry
    @globallithium
    May 30, 2022
    Interesting times. The demise of high #lithium prices has been greatly exaggerated. @GoldmanSachs call for an average price of ~ $16K per MT in 2023 will look increasingly foolish as the months pass. The laws of supply & demand will dictate price.
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    Joe Lowry
    @globallithium
    Nov 19, 2022
    Finally a “Morgan” that gets the #lithium market situation. @jpmorgan seems to be listening to the @globallithium podcast.
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    Joe Lowry
    @globallithium
    Feb 20, 2023
    Rumors of the demise of spodumene prices were greatly exaggerated. @PilbaraMinerals stays creative demonstrating what a willing buyer will pay for their product. Attempts in 中国 to change the #lithium narrative will ultimately be overruled by the market. $PLS
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    19K
  • user avatar
    Joe Lowry
    @globallithium
    Sep 22, 2023
    The China spot price is “a price” not “the #lithium price”. Another set of data points.
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    14K
  • user avatar
    Joe Lowry
    @globallithium
    Apr 13, 2023
    Watch the spodumene price. It sets the China converter cost curve. The current noise in China will pass. Spodumene has to go below $2,000/MT for @GoldmanSachs to have a chance of being correct with their Q2 carbonate number. A little late in the game for that.
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    28K
  • user avatar
    Joe Lowry
    @globallithium
    Oct 28, 2023
    Despite the fact that the population of the US is 13X the population of Oz, I have the same amount of listeners in Oz as the US. Thank you Australia!
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    9.6K

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