Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Bolivia Lithium 2026: The Largest Resource, the Smallest Output
Bolivia holds the world's largest lithium resource at 23 million tonnes, yet 2024 mine production was zero. The CBC and Uranium One contracts, the failed industrialization referendum, and a BCB reserves crisis now intersect with a 2025 election that could reset every counterparty assumption.
USGS Mineral Commodity Summaries 2025 placed Bolivia's identified lithium resource at 23 million tonnes, the largest in the world, ahead of Argentina at 22 million and the United States at 19 million. Mine production was zero in 2024 against Australia at 88,000 tonnes, Chile at 49,000, China at 41,000, and Argentina at 18,000. The state o...
The Lithium Triangle in 2026: Chile's Codelco Pivot, Argentina's Brine Build, Bolivia's Stalled DLE
Chile converted Atacama into a 50/50 Codelco-SQM JV, Argentina's Olaroz, Hombre Muerto, and Rincon expansions target 130,000 tonnes LCE in 2026, and Bolivia's CATL and Uranium One DLE pilots remain stalled despite 23 million tonnes of resource.
The lithium triangle holds roughly 56 percent of identified global lithium resources (USGS Mineral Commodity Summaries 2025). Chile, Argentina, and Bolivia together accounted for about 28 percent of 2024 mine production of 240,000 tonnes lithium content, against Australia at 37 percent and China at 17 percent. Chile's April 2023 National ...