The Geopolitics of Lithium: The White Gold Rush Reshaping South America

The 'white gold' rush for lithium is transforming South American politics and economics. Bolivia holds the world's largest reserves (21M tons), Chile and Argentina form the 'lithium triangle' with 56% of global resources. Nationalization efforts in Bolivia and Mexico. Chile's new royalty framework. Argentina's pro-investment approach attracting Chinese capital. The lithium triangle could become what OPEC is for oil — a resource cartel with geopolitical leverage.