minerals

🚨 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.

#energy #minerals #metals

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