The Iranians have stumbled upon what every Green dreams of…a massive store of lithium ore. If the numbers prove true, it would be the 2nd largest deposit ever discovered. But is it too good to be true?

Before I go crushing your dreams, I want to acknowledge that this is an exciting discovery, and it’s obviously a good thing that we found more Lithium. However, it will be a while before this lithium moves the needle…if at all.

The lithium was found in a very inconvenient spot, so transportation is going to be a pain in the ass. If the Iranians want to process this stuff themselves, they’ll have to build out the infrastructure from scratch. On top of all that, Iran’s policy towards private & foreign investment is…less than friendly. So maybe we’ll hold off on the lithium parties for now.


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.
 
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