The demand for lithium is projected to more than double by 2020. Most of the production needed to satisfy the market will come from Latin American countries like Argentina, Chile, and Bolivia which control over 75% of the world's lithium reserves. In this report we seek to analyze the lithium industry while highlighting the special relationship between China and Latin America.
Lithium is probably the source of battery power storage for the future - both in terms of vehicles (see the case of BYD), mobile devices, electronic entertainment and possibly even solar power storage. I highly recommend the White Paper by SinoLatin Capital (click for document).