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Rokeby delivers more ‘high-grade’ gold at Mt Wills•Laos steps up mining crackdown with equipment seizure in Sangthong•UK Energy establishes strategic nuclear, hydrogen collaboration•American Tungsten targets silver byproduct upside at Del Sol•Mining’s talent shortage could be an awareness problem: MPI Recruitment•New ICMM CEO set to advance responsible mining standards•‘High-grade’ silver and gold continues at Black Bear’s Shafter•AuKing engages Greenland specialists amid US support•Scandium Canada drilling identifies potential new zone at Crater Lake•Maverick advances Gator drilling plans in Nevada•Silverco hits ‘high-grade’ silver at Cusi mine•Mount Ridley’s Selectro achieves 92% aluminium recovery from bauxite•Philippine nickel mine set to end commercial operations this October•Enova invests up to $36.8 million to turn old ships into new buildings•Buxton traces Madman conductor to graphite•Encounter hits ‘thick, high-grade’ copper at Tyrell•Scottie’s new assays point to extended gold mineralisation•Inflation data sends silver tumbling•SAGA reports final Trapper assays as maiden resource nears•Brixton finds ‘high-grade’ vein at Thorn’s Golden Valley Rokeby delivers more ‘high-grade’ gold at Mt Wills•Laos steps up mining crackdown with equipment seizure in Sangthong•UK Energy establishes strategic nuclear, hydrogen collaboration•American Tungsten targets silver byproduct upside at Del Sol•Mining’s talent shortage could be an awareness problem: MPI Recruitment•New ICMM CEO set to advance responsible mining standards•‘High-grade’ silver and gold continues at Black Bear’s Shafter•AuKing engages Greenland specialists amid US support•Scandium Canada drilling identifies potential new zone at Crater Lake•Maverick advances Gator drilling plans in Nevada•Silverco hits ‘high-grade’ silver at Cusi mine•Mount Ridley’s Selectro achieves 92% aluminium recovery from bauxite•Philippine nickel mine set to end commercial operations this October•Enova invests up to $36.8 million to turn old ships into new buildings•Buxton traces Madman conductor to graphite•Encounter hits ‘thick, high-grade’ copper at Tyrell•Scottie’s new assays point to extended gold mineralisation•Inflation data sends silver tumbling•SAGA reports final Trapper assays as maiden resource nears•Brixton finds ‘high-grade’ vein at Thorn’s Golden Valley
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  • Joe Lowry on lithium, ASX juniors, and what investors still don’t get
14 August 2026
WRITTEN BY Callum Newman

Joe Lowry on lithium, ASX juniors, and what investors still don’t get

Lithium is recovering but investors are still missing the big picture trend.

Joe Lowry, a renowned expert in lithium industry with over 30 years of experience, shares insights on lithium market trends, industry dynamics, and investment pitfalls. This episode explores the strategic importance of lithium, China’s dominance, and the future of electric vehicle batteries.

There’s no bigger industry insider than Joe Lowry in the lithium sector.

His 30 year career includes all lithium’s key moments, bull turns and bear drops. Plus he brings a Global Lithium investor audience via his podcast and recent book Lithium Confidential. Joe also has a contact book two inches thick of the sector’s movers and shakers.

He joins host Callum Newman to unpack:

  • How Elon Musk ignited a huge Chinese industrial shift that will crush the US auto sector 🇺🇸Why it’s too late for the USA to catch China’s lead in the lithium and battery sector
  • The big switch coming in 2032 that lithium investors still don’t get
  • How one specific Chinese company is playing the West ‘like a fiddle’
  • Why investors fretting over displacement technology have it all wrong 🇦🇺 Australia’s big role in the industry and his views on the junior mining sector
  • Watch now and subscribe for more Mining Insiders

Chapters

  • 00:00 Introduction to lithium market and Joe Lowry
  • 01:50 Joe Lowry’s background and industry experience
  • 03:52 Australia’s role in lithium resources and industry
  • 06:54 Impact of Tesla and Elon Musk on lithium demand
  • 09:58 China’s EV industry development and lithium supply chain
  • 12:52 US and Western industry strategies and challenges
  • 18:45 Potential displacement of lithium by sodium-ion batteries
  • 22:06 Differences between lithium resource types and locations
  • 25:02 Investment mistakes and market misconceptions
  • 30:07 The junior mining sector and industry insights
  • 39:55 Joe Lowry’s outlook on industry cycles and prices
  • 45:00 The role of big oil companies and industry legitimacy
  • 50:12 Global supply chain and US strategic initiatives
  • 55:05 Joe Lowry’s travels and personal insights

Add to Watch List:
Author Image
Written By Callum Newman
Callum’s covered the ASX, including resource stocks and the broader mining cycle, for the last 15 years. That included almost a decade as a small cap security analyst. His work has previously featured at Fat Tail Investment Research, LiveWire, Marcus Today and Money magazine.

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