This solo episode was recorded November 19th 2025 in Los Angeles while I was attending Benchmark Week. Topics:Ganfeng on supply / demand / priceCanaccord's take on the marketBESS Exxon's comments on lithiumThe midstreamDLERio's lithium future US Congress on China's predatory pricingLiontown's spod auctionIGO's Kwinana woes

Episode 224: Lithium Argentina & Ganfeng

Joe Lowry (@globallithium on X aka Twitter &amp; 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.