http://jutiagroup.com/20120327-energy-metals-bonanza-chris-berry/
Interesting (long) read. Overall focus of article is that energy metals, such as lithium, are going to be fought over by the developing and developed countries in a 'cold war' like frenzy.
The lithium market definitely appears to have bottomed up and is on the rise; 20% rises a few months back, would not be surprised to read of more in the near future