To The Moon

The country that controls the global refined lithium supply will be the superpower of the 21st century.

And it’s only a matter of time before that country emerges.

Right now, 96% of lithium is mined in just four countries: Australia, Chile, Argentina, and China.

But that’s deceptive. Because the countries that have the lithium don’t necessarily own the lithium.

You see, China is never content with its own resources. And it is rapidly moving to corner the global lithium market—in a bid to become the only powerful electro-state in the world.

To get there, China has systematically steamrolled its way into the other three major lithium mining countries.

The second-largest lithium reserve in the world, located in Australia, is underwritten by Ganfeng Lithium, a Chinese company.

Greenbushes, the largest hard rock lithium reserve in the world and also in Australia, is majority-owned by a Chinese lithium company.

That same company paid $4 billion to become the second-largest shareholder in SQM, the largest lithium producer in Chile.

In 2021, Chinese companies bought three major lithium mines in Argentina in deals worth $1.3 billion.

No corner of the earth is safe from China’s grasp.

Out of the eleven lithium projects in Africa, seven are already partially or wholly owned by China.

Around the world, China now controls the supply of lithium—which means it can set the price.

But here’s the most dangerous part: China can also control who has access to lithium.

No country can transition to renewables, or EVs, or utility-scale energy storage, or distributed power grids, without access to mass-mined lithium.

Most of the U.S.’s lithium supply is currently imported from Argentina and Chile. Those are the same sources that are getting bought out and taken over by China.

Which means China finally has what it needs to make the lightest metal on the planet a very heavy weapon.