Who could be the single biggest winner from the EV revenge? Bolivia

From National Geographic: The salt piles at Bolivia's Salar de Uyuni, the world's largest salt flat, could shape the future of fuel. Beneath the salt lies a solution of brine that contains about half the world's reserves of lithium, or enough to make batteries for more than 4.8 billion electric cars.

The first automobiles that use lithium-ion batteries are just coming onto the market now, but these light, powerful batteries already have fueled an electronic revolution, and are found in virtually every kind of small gadget from laptops to iPods.

Now, thanks in part to the rush of new electric car models, demand for lithium may increase by as much as 40 percent over the next four years, a report from investment firm Byron Capital Markets said. That's leading countries with reserves—including Bolivia—to explore ways to tap into this burgeoning market.

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