An array of conversations with family and friends. We talk about stuff we have no experience in and things we think we know
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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.
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Inside Biotech is an exciting podcast from BCLA, which focuses on the science behind SoCal’s most innovative new biotech companies. This semi-monthly podcast, hosted by Gabriella Rubert, Ph.D. Candidate at UCLA and Podcast Lead at BCLA, is the perfect way for anyone interested in LA’s biotech community to stay informed about current progress and developments. Episodes feature conversations with scientists, entrepreneurs, investors, and more about the cutting-edge science that goes on inside ...
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Walter Thompson-Hernández speaks with formerly incarcerated young writers whose work will be read over the course of the season by creatives like John Legend, Issa Rae, Yvonne Orji, Karamo Brown, Jay Ellis, Keke Palmer, Julio Torres, and Jesse Williams. Vulnerable poems and honest stories play out against a tailored soundtrack with original music. From Lemonada Media and Black Bar Mitzvah. The voices of those locked up in the U.S. prison system have been all but written off, but no more. The ...
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Fight Life Media's radio network containing shows discussing current events in the mixed martial arts (MMA) world as well as what it takes to live the "Fight Life" lifestyle.
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Professors Matt Cooper and Jason Bara talk about chemical engineering and education (among a variety of other fun topics) with a focus on Material & Energy Balance courses using the seminal textbook by Felder, Rousseau & Bullard as a guide.
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Listen Now: No One Is Coming To Save Us is back!
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7:17No One Is Coming To Save Us, hosted by veteran reporter Gloria Riviera, returns for a new season diving deep into America’s childcare crisis. This season, you’ll hear stories about everyday people rolling up their sleeves to demand better childcare in America, whether it’s guaranteeing access for all kids ages zero to five, creating supportive serv…
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Carlos Galli is the VP of Growth & Innovation at Lithium Argentina. He is a global expert in lithium brine technology. Topics: Argentina's growing competitiveness in lithium The arrival of "big balance sheets" in the Puna Lithium's need for transparency Learnings from China Battery/cathode tech The China lithium reprocessing industry Is lithium chl…
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This week, we’re thrilled to introduce you to Hasan Minhaj Doesn’t Know from Lemonada Media. Hosted by comedian Hasan Minhaj (from The Daily Show and Patriot Act), he sits down with some of the biggest names in politics, culture, and tech. Hasan asks the tough questions, some thought-provoking, some straight-up absurd—but all of them come from a re…
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Episode 208: Carlos Vicens (Full Circle Lithium)
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48:49
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48:49Carlos Vicens is the founder and CEO of Full Circle Lithium, a company that has developed an effective fire extinguishing agent for lithium fires. As the world moves to electric transportation and large scale BESS (battery energy storage systems) the risk to life and property from lithium fires has grown exponentially. Full Circle Lithium believes …
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From Neuroscience to OmBiome: Dr. Julia Perederiy on Building a Science-Backed Wellness Brand
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52:06In this episode of Inside Biotech, we sit down with Dr. Julia Perederiy, neuroscientist and Founder of OmBiome, a regenerative health company revolutionizing personal care through microalgae. Julia shares her journey from academia to entrepreneurship, the science behind her mission, and how wellness trends are evolving in today’s market. Tune in fo…
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Austin Devaney has a wealth of lithium experience from a decade with Rockwood/Albemarle, his time with Piedmont Lithium and his new advisory business: Li7 Charged. Topics: The state of the industry Supply/demand China's price strategy The importance of Rio Tinto's entry The rush to Africa A "China build" vs the West The new cost curve The future of…
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Episode 206: Metals Hub (Dr. Frank Jackel)
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1:04:36
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1:04:36Dr Frank Jackel is the co-founder and Managing Director of Metals Hub (metals-hub.com @metals-hub on X). Metals Hub is a leading software solutions provider that optimizes procurement processes. One of the most significant issues facing the lithium industry is lack of clarity on pricing. Metals Hub is part of the solution to that problem. I have no…
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Repurposing Drugs & Reinventing Biotech: Dr. Adam Watson on Building MeCo Diagnostics
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59:52
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59:52In this discussion, Dr. Adam Watson, Co-founder and CEO of MeCo Diagnostics, shares the personal and professional experiences that led him to focus on cancer research and, ultimately, to launch his own company. From the profound influence of his family’s battle with cancer to the long and complex journey of developing the MeCo Score™, he walks us t…
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Andy Leyland (@andyleyland1 on X) is the founder and MD of Supply Chain Insights (@insights_SC on X). Supply Chain Insights is a leading advisory firm on all things related to the lithium ion battery supply chain. Topics: State of the LIB supply chain China vs the rest of the world Battery demand growth in 2025 Korea's bet on the US Is LFP "the ans…
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Episode 203: NEVs & BESS (Tu Le & Henrique Ribeiro)
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1:29:10
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1:29:10The first episode of 2025 is a double episode covering the two most significant demand drivers of lithium: electric transportation and battery energy storage systems. My guests are two experts in their respective fields: Tu Le from Sino Auto Insights and Henrique Ribeiro from S&P Global. Topics: State of the NEV market The rise of PHEVs Autonomous …
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Episode 202: Year End Wrap with Daniel Jimenez
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1:05:26Daniel Jimenez and I discuss the following topics based on listener questions: 2024 Surprises Lithium demand Trends in EV adoption PHEVs BESS growth The incentive price The cost curve Inventory Rio - Arcadium Africa's potential Price VW - Patriot Canada Argentina Ex China conversion LFP The "Trump" impact Rapid fire…
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Episode 201: Thacker Pass (Hugh Broadhurst & Ryan Ravenelle)
1:08:26
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1:08:26This episode takes a deep dive into the Lithium Americas Thacker Pass project . My guests are LAC GM Hugh Broadhurst and R&D Manager Ryan Ravenelle. Topics: What makes Thacker Pass special? Working with a major mining partner The significance of the Reno Tech Center Benefits of being in a “mining” state Product specifications The Team Infrastructur…
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From Tech to Biotech: Lital Gilad-Shaoulian on Leading PurposeBio to Transform Cardiometabolic Health
1:06:45
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1:06:45In this episode of Inside Biotech, we sit down with Lital Gilad-Shaoulian, CEO of PurposeBio, to explore her inspiring journey from a non-science background into the world of biotech. Lital shares how she transformed PurposeBio into an industry leader focused on tackling cardiometabolic diseases. It was named by UCLA as one of its “Best and Most In…
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Dale Henderson (@henderson_dale on X) is the Managing Director & CEO of Pilbara Minerals. I was honored to have him join me for the 200th episode. Topics: Pilbara’s four strategic pillars The wild ride for lithium (& Pilbara) Swing supply created by 2022 pricing The steepening cost curve Unsustainable pricing in 2024 The coming shortage Continuing …
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Episode 199: Dan Blondal (Nano One)
1:02:50
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1:02:50Dan Blondal aka "the man with one tweet" is the CEO of Nano One (TSX: NANO / OTC: NNOMF). Topics: A world class suite of partners The battery challenge Why ex China cathode capacity matters China's current LFP dominance Why the west has to do LFP differently The importance of ESS as a catalyst "Design one - build many" Will Japan make a battery com…
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Episode 198: Lithium's Bright Future
1:12:52
1:12:52
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1:12:52The majority of this episode is a presentation I made at the Panorama Minero "Lithium South America" event in Jujuy, Argentina on October 9, 2024. The presentation starts at ~ minute 23. The episode begins with a interview with Alejandro Columbo from Panorama Minero. We discuss what Panorama Minero does and how this event has grown over the last de…
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Navigating Startups and Shaping Industry Breakthroughs with Sarah Ives from TripleBar
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55:55In this episode, we follow the inspiring journey of Sarah Ives, Vice President of BioPharma at TripleBar, as she shares her transition from a hands-on scientist to an influential leader in biotech. Sarah shares her journey, starting with her early work in bioassay development and biosensing, and candidly discusses the challenges she faced as she mo…
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Episode 197: Live from Panorama Minero in Jujuy, Argentina
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57:00
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57:00My favorite event on the annual lithium calendar is Panorama Minero's "Lithium South America". My guests on this episode are Daniel Jimenez of iLi Markets, Roland Chavasse of the International Lithium Association and JP Vargas the MD of Galan Lithium.
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Career Pivot to Biotech Product Management with Sara Tafoya from Sony Biotechnology
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57:11In this episode of Inside Biotech, we explore the transition from academia to product management with Dr. Sara Tafoya, Global Product Manager at Sony Biotechnology. Sara’s passion lies in helping STEM graduate students and early career professionals recognize the value of their technical expertise beyond the bench. She shares her journey from PhD t…
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Sid Subramani has global responsibility for lithium projects at Hatch (@HATCHglobal on X), a professional services and engineering company. Topics: The Hatch role in lithium A typical engagement Red flags Projects: majors vs juniors Big Energy vs Big Mining DLE – when & how significant? Common project mistakes The importance of grade Why projects a…
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Episode 195: Albemarle (Katie Pyfer)
1:07:49
1:07:49
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1:07:49Katie Pyfer is a Senior Director of Energy Storage responsible for global pricing at Albemarle. She has a PhD in analytical chemistry. Topics: Product analysis Managing market cycles Price discovery "Micro" managing Battery demand Commodity or specialty chemical? Tolling The blending game Qualification Competitive tension The benefit of lithium auc…
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I answer listener questions on this episode. Topics: The Future of DLE Argentina production in 2025 Black Swan events Can the US work with China? The Pilbara/LRS deal Is it time for more M&A? US production in 2030 EU lithium potential Hard rock vs brine The Salton Sea Is LFP the future? Oversupply - how long? SQM as a barometer of price Rapid fire…
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Lisa Rebora is the Head of Global Lithium at Equinor, a global energy company (NYSE: EQNR). Equinor recently invested in two of Standard Lithium's projects in Arkansas and Texas but has lithium ambitions beyond the US. Topics: Who is Equinor? Capital commitment to low carbon solutions Why lithium? The long look at DLE Why Arkansas & Texas? The rela…
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Episode 192 Iola Hughes (Rho Motion)
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1:05:58
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1:05:58Iola 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? R…
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My guest is industry veteran Daniel Jimenez. This is my first live podcast recorded in Fastmarket's "Live Lounge" during their recent Lithium and Battery Raw Materials Conference in Las Vegas. Topics: Lithium market sentiment Excess capacity across the lithium ion battery supply chain Recalibrating unrealistic North American and EU EVexpectations A…
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My guests are Standard Lithium CEO Robert Mintak and Dr Andy Robinson, President and COO. Topics: Equinor - another great partner Focusing on high grade brine De-risking DLE with Koch Project timelines What the OEMs are looking for Why the Smackover is so significant 3 projects with a consistent flowsheet The Equinor deal structure Arkansas & Texas…
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Special Feature - Pursuing Life Sciences Careers: Insights from Anderson MBA Students
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50:07
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50:07Considering an MBA at UCLA Anderson? Hear from current MBA students. Our episode today features coverage of a past collaborative event held by BCLA and UCLA Anderson “Pursuing Life Sciences Careers: Insights from Anderson MBA Students.” This event included a panel of current Anderson MBA students working in Life Sciences. Panelists included Arthela…
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I take a deep dive into Ganfeng's history and what drove their success. I question why the world's largest lithium company, Albemarle, doesn't have the same vision and ability to get things done as Ganfeng. The episode opens with MLC CEO Paul Hogan briefly explaining why lithium may be a significant part of his company's future.…
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Over the years SQM has declined multiple invitations to be a guest on the podcast. I am devoting this episode to my thoughts on SQM: past, present and future.
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My guests are Gene Morgan and Clint Van Marrewijk, founders of brinefield services provider ZelandezGene 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 T…
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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…
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Where Biotech Meets the Business: Proteomics Product Management with Ivan Godinez from Proteintech
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46:57Dr. Ivan Godinez is the Director of Product Management for the Proteintech genomics division. Ivan describes how his work translates the latest developments in proteomics and genomics to accessible biotechnology for consumers. Dr. Godinez relates the importance of his training as a PhD scientist and valuable soft skills developed to be a successful…
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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 …
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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 suppl…
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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…
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Jon Evans (@jdevans4005 on X) is the CEO of Lithium Americas and one of the most influential leaders in the lithium industry. Topics: Building Thacker Pass – the largest lithium resource inNorth America The team The project timeline Lessons from Cauchari Lithium through a national security lens GM as a partner LFP in the US Lessons from the DOE loa…
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Navigating Career Transitions in Biotech - Next Generation Sequencing (NGS) Edition with Joyee Yao from Complete Genomics
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46:10Join a conversation about different types of roles in biotech, through the experience of Joyee Yao, a next-generation sequencing specialist, at Complete Genomics. After joining a research lab as an undergrad volunteer, Joy decided to join the next-generation sequencing (NGS) space as a technical specialist before pivoting into the sales space. To l…
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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.Topics: Defining a top pick at Morningstar Why Seth believes the lithium stocks he follows areundervalued Bullish on LAC and Thacker Pass LAC’s DOE loan Incentivizing a North America batt…
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Innovation in Inclusive Beauty Product Development - AJ Addae, SULA LABS
47:08
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47:08This month's episode is all about biotech product development outside of healthcare in the consumer market of skincare and beauty with the overall goal of expanding diversity and inclusivity. Gabriella had a chance to sit down with AJ Addae, Founder and Formulation Chemist at SULA LABS, which is a research and development company known for providin…
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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 Oversupp…
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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
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AI’s Insight into Cerebral Blood Flow with Robert Hamilton, CEO/co-Founder of NeuraSignal
45:46
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45:46NeuraSignal: https://www.neurasignal.com https://www.linkedin.com/company/neurasignal/ Robert Hamilton: https://www.linkedin.com/in/hamiltonrobert/ To learn more about BCLA and our events, check out: https://www.bc-la.org Follow our Instagram @insidebiotech for updates about episodes and upcoming guests! To learn more about BCLA’s events and consul…
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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…
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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.
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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 batt…
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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 fir…
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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…
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Angelita de la Luz, Global Director of Pollination Operations at Beeflow
46:28
46:28
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46:28Angie de la Luz: https://www.linkedin.com/in/angelita-de-la-luz-phd-a2a937168/ Beeflow: https://www.beeflow.com/ To learn more about BCLA and our events, check out: https://www.bc-la.org Follow our Instagram @insidebiotech for updates about episodes and upcoming guests! To learn more about BCLA’s events and consulting visit our website. Follow BCLA…
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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 whenMatt, Travis and JD quit their day jobs to beginbuilding a “media empire.”I met them on a trip to Australia in Septemberand was invited to be a guest on their show. I am now a regular listener.…
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