The world is going to need 10X more lithium during the next four years just to keep up with demand, says Morgan Stanley.

• California's massive wildfires and power outages could make the world's 5th largest economy a huge emerging market for Li-ion residential power storage.
• Tesla nearly ran out of lithium last year, now Elon Musk wants to buy his own mine.
• We often lose sight of the essential fact that every-day life in the 21st century is powered by rechargeable lithium ion batteries.

Now that the pretenders have been tossed out of the lithium market, it's time to find the next generation of winners.

Odds could be great that he's looking at this value-laden company with 68,000 acres in the famous Lithium Triangle