Trader Mark submits:
Fun fact: Half of the world’s lithium is in Bolivia, of all places. Always looking for the "next big thing," I had looked into lithium investments in the past due to the potential large scale increase in usage, but outside of Sociedad Quimica Y Minera de Chile (SQM) – a hybrid fertilizer / lithium play – I could not find any really decent sized investment candidates. [Jul 11, 2008: Let's Talk About Sociedad Quimica Y Minera de Chile] Judging from the performance of the stock of late, it seems to be lumped in much more with the fertilizer stocks, which are one group that really has not done much at all in this month long rally. (Click to enlarge)
Outside of SQM, I believe there might be a name or two associated with lithium on the pink sheets. FMC (listed in the story below) is a much broader chemical company so not really a pure play.