by Peter Zeihan on May 8, 2023

With the demand for lithium growing, Chile is making moves to nationalize its lithium industry. This isn’t just another money grab; it’s an effort to move up the value-add chain.

The Indonesians have seen noteworthy success with the reclamation of their nickel industry, and the Chileans are looking to take a page from the Indonesian playbook. One of the most significant changes will be the development of critical infrastructure in the Atacama Desert, where most of the Chilean lithium is found.

So who are the biggest winners and losers in all of this? China is really the only loser; much of its lithium ore supply will disappear and its processing infrastructure will sit idle. The Chileans are the biggest winners, but most countries transitioning to green energy will benefit from this. So maybe nationalism isn’t always bad…

Please click above to watch video

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:

 

First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.

 

Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.

 

And then there’s you.

 

Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.