China now dominates electric vehicles, batteries and much of the lithium-ion supply chain. But how did Western companies allow that to happen, and is China’s lead now impossible to challenge?
I wanted to explore these questions with someone who has witnessed the lithium industry’s development from the inside.
Joe Lowry, widely known as “Mr. Lithium,” has spent four decades working across the global lithium industry. His career has taken him across five continents, including years working directly in Japan and China as Asia’s battery supply chain began to take shape.
Also his podcast, listened to in more than 190 countries, and the author of Lithium Confidential.
In the full episode, we discuss:
• Why Joe believes Germany may not have a significant automotive industry within ten years
• How Western executives underestimated BYD and China’s battery industry
• Why the United States should consider allowing Chinese EVs through forced joint ventures
• Whether Ford, GM and Volkswagen can remain globally relevant
• How Tesla accelerated the EV transition but lost its position as the undisputed leader
• Why Joe considers sodium-ion batteries a distraction outside specific applications
• Whether China has permanently won the battery and EV race
• Joe’s four-decade lithium journey and the personal obstacles he overcame along the way
This is a candid conversation about lithium, China, electric vehicles and the decisions that reshaped the global automotive industry.
The full episode premieres on Tuesday, 1 September at 10:00 am UK time.
Watch on YouTube and listen on Spotify, Apple Podcasts and Amazon Music.