Joe Lowry

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.

[Joe Lowry @globallithium]

Recorded today - online by Thursday. Episode 241 of the @globallithium podcast with Dr. Yuan Gao. A deep dive into battery & cathode tech, China & the competitive environment.

[Joe Lowry @globallithium]

@real_Caroline_K LOL - no way you believe that.

[Joe Lowry @globallithium]

Be careful who you trust - if someone doesn’t understand the valuations, that is a huge red flag.

[Joe Lowry @globallithium]

It isn’t Argentina brines in general that are undervalued it is the stock of a few companies with Argentine assets. The largest holder of Argentina brine assets isn’t a #lithium company, it is a mining major. The next most significant holder of assets is a global Chinese player.

[Joe Lowry @globallithium]

@Sw197843 If you think it is a burger, I am surprised you could ID a strawberry….

[Joe Lowry @globallithium]

@danieltelford79 Eggs, goat cheese & bacon on a southern biscuit.

[Joe Lowry @globallithium]

Congrats to @Lithium_ARG & @GanfengOfficial. When I introduced the two companies almost a decade ago, I had no idea how significant the relationship would become.

[Lithium Argentina @Lithium_ARG]

Lithium Argentina finalizes the PPG JV with Ganfeng, backed by a new $180M strategic investment. A stronger balance sheet, a clearer path forward.

Read more: https://t.co/elg5lvIJJh
#LithiumArgentina #GanfengLithium #PPG #LAR

[Joe Lowry @globallithium]

Congrats to @pls_global on a great year. A fantastic team & top-notch leadership.

[PLS @pls_global]

FY26 was a record year for our business, underpinned by strong operational performance and disciplined execution.

We achieved record annual production of ~880,000 tonnes, grew revenue by 152% to $1.9 billion, and ended the year with $2.3 billion in cash.

We also continued to position PLS for growth, progressing the P2000 and Colina Projects and restarting Ngungaju.

The Board also determined a fully franked final dividend of 5 cents per share.

Watch Managing Director and CEO Dale Henderson and Chief Financial Officer Alex Willcocks discuss our FY26 results.

Read more on our website👉 https://t.co/KRtoqQJu0B

#PLS #Lithium #FY26Results

[Joe Lowry @globallithium]

@AustinDevaney Where’s the vineyard?

[Joe Lowry @globallithium]

One of the reasons we like small town Virginia.

[Joe Lowry @globallithium]

@EVCurveFuturist I hope you enjoy the book. Let me know either way. Thanks.

[Joe Lowry @globallithium]

If @amazon can deliver 150 copies of Lithium Confidential to Texas in a single order, why has my buddy in New Zealand been waiting 6 weeks for one book?

[Joe Lowry @globallithium]

Congrats the the world’s largest #lithium producer on the quarter. #SQM Also the best indicator of the actual global lithium price.

[Joe Lowry @globallithium]

To those obsessed with the daily #lithium & stock price moves, why frustrate yourself? DYOR, make a decision & relax. The long term lithium/battery story has never looked better but all your tweets are noise.

[Joe Lowry @globallithium]

@EVCurveFuturist Not too much different than the % lithium-ion battery was of the total #lithium market in 1996 with a slower growth rate.

[Joe Lowry @globallithium]

Sorry about @amazon’s painfully slow deliveries in Australia. At least you don’t get charged until it is shipped. Thanks to everyone that has read the book and written me with feedback. Clearly the market is changing but the lessons I learned over the years remain relevant today.

[Joe Lowry @globallithium]

@Sw197843 @Oxymoron_Invest LOL - deeper into the lithium trade…. The story isn’t that complicated. This market continues to be moved by rumor and China hype more than fundamentals.