Lithium Expert Joe

I think no one knows lithium market better than Joe.

Name : Joe Lowry

Summary
Global Lithium LLC works with lithium producers, consumers, investors, and governments on four continents leveraging more than 20 years of “Big 3” lithium experience in the US, Japan and China.

Mission Statement: Create value by providing useful market information, insightful analysis and effective action plans.

Experience

• 
  PresidentGlobal Lithium LLCDecember 2012 – Present (3 years 6 months)
  Global Lithium LLC provides advisory and consulting services to lithium producers, lithium users, green energy companies, investment houses and hedge funds on four continents. Areas of focus are: industry and market analysis, strategy development, marketing and sales support, sourcing, cross cultural training, valuations, recruiting and negotiations.
  
  
• 
  PresidentAsia Lithium2004 – October 2012 (8 years) | Japan
  Leading supplier of downstream lithium products in Japan. Led restructuring of manufacturing operations that led to increased profit at both the joint venture and parent company. Helped the local partner adapt to the globalization of the Japan market which required optimization of operations and supply chain. Company remained highly profitable despite increased competition in the sector due to a large expansion of industry capacity.
  
  
• 
  Global Sales and Business Development Director - LithiumFMCJuly 1989 – October 2012 (23 years 4 months) | Charlotte, North Carolina Area
  Held a number of increasingly responsble positions in 20+ years at FMC Lithium. Led global sales activity and business development for a $250 million lithium business, Served as President and Director of two highly profitable Asia based Lithium companies with different target markets. Drove FMC's rapid growth in the green energy sector focused on lithium ion battery materials.
  
  
• 
  Representative Director and PresidentFMC Zhangjiagang Specialty ChemicalsJanuary 2007 – September 2012 (5 years 9 months)
  Venture Manager for a project to build FMC's first wholly owned manufacturing plant in China - established a legal entity (WOFE), secured land and managed the team responsible for construction of an organolithium plant. Became the representative director when the WOFE was formed. Plant has been operational since 2009 and is the largest plant of its kind in the world.
  
  
• 
  PresidentHonjo FMC Energy SystemsFebruary 2000 – September 2002 (2 years 8 months) | Osaka, Japan
  Lithium ion battery material supplier to leading names in the industry.

Languages

• Japanese
  
  
  
• Mandarin
  Elementary proficiency

Skills

• Coatings
• Product Development
• R&D
• Market Development
• Polymers
• Batteries
• Manufacturing
• Business Development
• Chemistry
• Strategy
• Materials
• Supply Chain
• Process Engineering
• Negotiation
• Cross-functional Team Leadership
• Six Sigma
• Business Planning
• Market Analysis
• Supply Chain Management
• Foreign Languages
• Engineering
• Start-ups
• Energy
• Global Sourcing
• International Business
• Lithium
• Continuous Improvement
• Chemical Engineering
• Commercialization
• International Sales
• Global Business Development
• Process Simulation
• Plastics
• International Marketing
• Product Management
• Adhesives
• New Business Development
• Process Optimization
• Business Strategy
• Strategic Planning

Education

• 
  The University of GeorgiaMBA

A
Latest article
https://www.linkedin.com/pulse/argentina-lithium-update-may-2016-joe-lowry?published=t

comments

• 
  David Cook
  Business Analyst Level 3 at Department of National Defence
  Thanks Joe for the very insightful post.
  • Like(1)
  • Reply
  19 hours ago
  LikersCarlos A Gollan
• 
  Vincent L.-Desjardins
  Senior Investment & Personal Banking Officer
  Great post, thank you for the insights. Is there a particular reason why you didn't discuss Sal de Los Angeles at this point ? On an other note, will you be providing your thoughts on the 8th Annual Lithium Supply & Market Conference later this month ? Thanks
  • Like
  • Reply
  1 day ago
• 
  Stefanie Schwarz
  Consultant and research analyst
  Thank you for the very interesting insight.
  • Like
  • Reply
  23 hours ago
• 
  david mcintosh
  MANAGING DIRECTOR at GOLDEN HANDS PORTFOLIO RESEARCH
  Best piece you have written yet joe GXY are set advance in the years to come .. they will make a great addition to any portfolio ..
  • Like
  • Reply
  19 hours ago
• 
  Taylor Sanford
  Sales Manager at LANXESS
  Very well written Joe Lowry. When you are back in Charlotte we should meet up some time.
  • Like
  • Reply
  19 hours ago
• 
  Paul Gregory
  Generating operational seasonal forecasts for Climate Information Services
  Thanks for the updates. Any comment on Tesla's ability to source enough battery grade material to meet their upgraded production schedule of 500,000 EVs in 2018?
  • Like
  • Reply(1)
  20 hours ago
  • 
    Joe Lowry
    One of the World's Leading Lithium Market Experts
    Tesla's supplier buys hydroxide and the "Big 3" don't have enough capacity. The Tesla supply chain has to source significant quantities from China. Price will be high but it can be done. Tesla's arrogance put them in a weak position. Tesla is unlikely to be making cathode by 2018 so it is really about the Panasonic supply chain. Tesla has totally mishandled lithium sourcing to this point.
    • Like
    19 hours ago
• 
  Juan Gutierrez
  Gerente Supply Chain Cono Sur SIBELCO
  Excelent your stady abaut lithium market thank you for insights
  • Like
  • Reply
  19 hours ago
• 
  Dominic Piper
  Editor at Paydirt Media Pty Ltd
  Joe, thanks for a thorough and fascinating trip through Argentinian lithium, which I am currently trying to get my head around ahead of the Latin America Down Under Conference here in Perth next week. I recently spoke to a pre-IPO company, Everlight Resources, which intends to list on the ASX in July which also has ground on Hombre Muerto Salar. What do you make of Everlight?
  • Like
  • Reply
  14 hours ago