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THE ANDES LITHIUM QUESTION: Why South America Controls the Future of Electric Vehicles

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 THE ANDES LITHIUM QUESTION: Why South America Controls the Future of Electric Vehicles Core thesis: As the world races toward electric vehicles, one question is rarely asked: who controls lithium? The answer is not China, not the United States, not Europe. The answer is the lithium triangle in South America—which holds more than half of the world's lithium reserves. This article is not about accusing anyone. It is an analysis of why South America is the key to the global energy transition—and why the world has not noticed. --- HOOK Chile. Argentina. Bolivia. Three countries in South America. Three countries that rarely appear in global news. But three countries that hold more than 50% of the world's lithium reserves. Lithium is the heart of electric vehicle batteries. Without lithium—no EVs. Without EVs—no energy transition. And South America controls it. The question is not "does the world need lithium?" The question is: "who controls lithium—and what does it m...