The Need for Focused Upstream Strategies in Lithium Production with Joe Lowry

Power Current Host Chris Berry and Joe Lowry of Global Lithium™ discuss the current state and future of the lithium market, emphasizing the need for increased supply to meet growing demand, particularly in the electric vehicle sector. They explore the implications of political policies on the lithium supply chain, the importance of focusing on upstream production, and the role of China in the global lithium landscape. The discussion also covers the potential of Direct Lithium Extraction (DLE) technology, the challenges of incentive pricing, and the presence of Chinese companies in North America.

In this conversation, Chris Berry and Joe Lowry delve into the complexities of China's economic trajectory compared to Japan's past, the evolution of lithium project development strategies, and personal reflections on writing a book about the lithium industry. They discuss the future of lithium markets, the importance of deep pockets in project development, and share insights on the industry's volatility and potential growth.