🚨 Lithium Is Geography
Global lithium reserves, 2024 (’000 metric tons):
🥇 Chile: 9,300
🥈 Australia: 7,000
🥉 Argentina: 4,000
🇨🇳 #China: 3,000
🇺🇸 U.S.: 1,800
The triangle is clear: Chile + Australia + #Argentina dominate reserves.
But here is the twist:
China may rank 4th in reserves, yet it dominates processing and refining.
Reserves ≠ control.
Processing = leverage.
In a world racing toward EVs, batteries, and grid storage, the question is not just who owns the lithium underground.
It is who controls the value chain above it.
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