America’s Strategic Lithium Reserve, Revisited
An update to RK Equity’s Strategic Lithium Reserve framework.
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The USA Strategic Lithium Reserve
Read the full white paper (PDF): A Modern SPR for the Lithium Age Stabilizing Price Volatility from China-Dominated Oversupply A U.S. Strategic Lithium Reserve—modeled on the Strategic Petroleum Reserve—can stabilize extreme lithium price volatility, counter China’s dominance of chemical conversion,…
What does 2026 have in store for Battery Materials?
What a difference a year makes 2025 was very much a year of two halves for the lithium sector, and also for me personally. I formally joined RK Equity in mid-2025, at a time when the platform was expanding both…
Inventory build in ESS but what’s the ‘Right’ level?
You can’t get around the fact that the main driver of growth in the battery market over the past 12 months has switched away from EVs and to ESS. And ESS demand is starting to go mainstream, with a number…
Sell-off following US/China deal looks overdone
On 9-10 October 2025, in response to what it saw as trade provocation from the US, China broadened its rare-earth export controls, expanding restrictions on a number of materials and technologies. The US response was immediate and, by mid-October, the…
Lithium: What’s the right number?
It’s been an exciting two weeks in the lithium market, with the second price spike this year and a number of brokers seeming to start to catch up with the huge growth in ESS installations and to adjust their demand…
Silver: Warming up for a new supercycle
If you’re not in silver, why not? First up I should say that for most of my career, I’ve been wary about investing in precious metals. I’ve always preferred materials where I could forecast demand and that hasn’t been precious…
More realistic solar installation forecasts – What does it mean for BESS and Lithium? (Part 4)
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative don’t just impact the solar industry, but…
More realistic solar installation forecasts: What does it mean for silver and antimony? (Part 3)
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative doesn’t just impact the solar industry, but…