It is the commodity of the 21st century - Lithium!

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All indications are that, by 2020, the production of electric cars and hybrids will outpace the production of gasoline powered cars.  Certainly, that is the case in China and India who are expected to "double" their auto production in the next year or two.  Europe is also a leader in this race.

America will trail this world changing development.  It will eventually be brought into the lithium economy kicking and screaming, but resigned to what the rest of the world is already doing.

Rather than placing bets on which of the hundreds of labs around the world will develop the best battery, best technology or the most stable catalyst in its uses, I have been placing my money on the producers of lithium, specifically, the small and mid tier group that for the past two years have staked the best lithium properties around the world.