We have written extensively about Lithium. its application to hybrid cars and portable electronics. It is a play on 1) green technology 2) minerals 3) global growth 4) portable technologies. This is why lithium is so attractive to us, it encompasses several major trends.
We are early onto the trend and believe that we will make a lot of money speculating on SQM of Chile.
The media coverage is just getting started. We could see a frenzy in lithium much like the ags and potash stocks (think Potash and Mosaic Corps) and the steel stocks in in 2008.
The IHT brings us this article on Bolivian lithium reserves.
http://iht.com/articles/2009/02/02/america/lithium.4-421488.php
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