The David Lin Report · Tuesday, July 14, 2026
Peter Boockvar anticipates significant strategic stockpiling of key commodities in the coming years, citing examples like the Department of Defense creating a lithium strategic reserve and Germany's plans for a natural gas reserve. This trend is driven by a desire not to be caught short like in past supply chain disruptions.
“I do think that you have big picture stories of, uh, stock piling, uh, that is going to happen for the next few years.”
“And that, uh, you know, no one wants to get caught short like they did with the street.”
“We saw a few weeks ago, the Department of Defense announcing that they're going to, uh, essentially create a lithium strategic reserve.”