When my speculation in Orocobre, another emerging lithium producer I own, recently doubled I took my original investment out and put it into Galaxy Resources. I liked what Mr. Lithium Joe Lowry said about the company and his view that in five years or so it could be one of the major producers of lithium.
Lithium has really been a windfall for me this year and is the best performing commodity. I suspect that if the price for lithium stays elevated than sufficient supply will brought on line to meet demand. However this will be several years from now. The really good news is that demand for lithium will grow about 20k tonnes per year each year for at least the next 3-5 years. Here are Lowry's comments on lithium and Galaxy: