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.
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 ...
Chile's Lithium Pivot: Reading the SQM-Codelco Joint Venture Through a Trade and Tariff Lens
The Boric administration's National Lithium Strategy is reshaping how Chilean brine reaches battery cathodes. We map the public-private split, DLE pilots, and the 2026 to 2028 trade scenarios our TradeWeave engine flags for sourcing teams.
Chile's National Lithium Strategy, announced by President Gabriel Boric in April 2023 and operationalized through the SQM and Codelco partnership in the Salar de Atacama, has shifted the world's second largest lithium producer from a pure private concession model toward a state anchored public-private regime. This brief unpacks the contra...