{"podcast":{"title":"The Global Lithium Podcast","slug":"the-global-lithium-podcast-1191702","podcast_index_feed_id":1191702,"rss_url":"https://anchor.fm/s/e113880/podcast/rss","website_url":"https://globallithium.net","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/2260096/2260096-1578274929258-d3137eb6cd5a7.jpg","author":"Joe Lowry","episode_count":187,"summary":"Joe Lowry (@globallithium on X aka Twitter & 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.","last_synced_at":"2026-06-28T00:17:37.762379+00:00","page_url":"https://stenobird.com/podcast/the-global-lithium-podcast-1191702"},"episode":{"title":"Episode 229: YJ Lee","slug":"episode-229-yj-lee","published_at":"2026-02-21T15:55:56+00:00","page_url":"https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-229-yj-lee","show_page_url":"https://stenobird.com/podcast/the-global-lithium-podcast-1191702","url":"https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-229-YJ-Lee-e3fdevi","audio_url":"https://anchor.fm/s/e113880/podcast/play/115833266/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-21%2F6c4f2294-7c56-780e-ad8d-10f54e9fc810.mp3","summary":"YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee Topics: The Backstory YJ's path to lithium The learning process His bullish forecasts EVs, E-trucks & BESS Picking winners Ganfeng & Tianqi turn bullish CATL's diminishing lithium market influence Is another price spike coming? Thacker Pass DLE & the Smackover Eramet Vulcan Nemaska Canadian potential? Rapid fire","meta_description":"YJ Lee is a Director and Fund Manager at Arcane Capital in Singapore. Find him on X @usuallyYJLee Topics: The Backstory YJ's path to lithium The learning…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3629,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-229-yj-lee/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-229-yj-lee.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}