Are Markets Missing The Commodities Boom? | Rick Rule
Video Overview & Insights
Commodity markets are moving through a period where geopolitical shocks are showing up first in price, not in supply. Oil is reacting to conflict risk in the Strait of Hormuz, uranium has reset from earlier lows as demand expectations shift, and copper continues to sit against a backdrop of long running supply constraints. What is less visible in day to day pricing is how limited the system is in its ability to bring new supply online in response.
๐Hear Rick Ruleโs take on commodity investing : https://cvent.me/XOqdLa?via=marketinsider
Key market breakdowns + updates๐ฅ: https://substack.com/@themarketinsidershow
That constraint does not sit within a single commodity. It reflects years of capital allocation across oil, gas, uranium, and copper where investment has lagged consumption and development timelines extend well beyond typical market cycles. Demand is being driven by infrastructure buildout and electrification needs, while supply remains tied to financing conditions, permitting delays, and depletion across existing production.
Rick Rule, veteran natural resource investor, has spent decades investing through commodity cycles and joins us to break down how these pressures are forming across commodities at the same time. He walks through oil, uranium, and copper through the lens of supply constraints, and what begins to change when markets confront the reality that new supply cannot be added on demand.
What a great channel ! and of course Mr. Rule is a favorite .
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01:14 โ Intro
ORRCF, biggest undeveloped deposit available in 2027
01:14 โ How Hormuz Impacts More Than Oil
03:32 โ Why Energy Security Favors Uranium
One of the best and clearest interviews of Rick. Bravo โค
05:56 โ What Happens if Hormuz Stays Closed
08:51 โ Is the Oil Trade Already Crowded?
Thank you Mr Rick Rule
11:50 โ The Billion-Dollar Oil Shortfall
13:45 โ Why Oil Companies Won't Spend More
If you want the truth about the commodities market, listen to Rick Rule and only a handfull of others. Too many others are just expoiting ignorance of the commodities marketss.
15:05 โ Where Oil Producers Still Look Cheap
17:06 โ Political Risk Isn't Just Overseas
Newscum is the worst thing that has happened to the West Coast since the San Francisco fire of 100 years ago.
18:55 โ Why More Copper Isn't Coming Soon
22:41 โ The $250 Billion Copper Challenge
Im holding for 2 months now,pls whatโs the best way to make good profit should I sell this seem the worst period i started with 50k n0w is 15k im heart broken can i โบ smile again??...........
24:55 โ When Copper Prices Double
27:49 โ AI's Hidden Copper Demand
Hello from SC! It seems that many individuals have viewed investing as a way of gambling, only to complain when their investments fail. In my case, all that worked well was the ability to learn and apply proper investment strategies rather than engaging in guesswork. This resulted in my growing the value of my holdings from $35k to nearly $248k within a few months.
29:27 โ The 5-Year Commodity Mindset
32:53 โ Why Commodity Investors Must Be Contrarians
Rick Rule is always right!!
34:43 โ Learning to Profit From What's Hated
38:11 โ Free Resources for Commodity Investors
GAVIN NEWSOM and his DEMOCRATIC PARTY super majority in California has completely destroyed the hardworking middle-class and working poor families of California.
41:55 โ Saving in Gold, Trading Silver
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Absolutely love Rick! ๐
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โข Substack - https://substack.com/@themarketinsidershow
Thanks for the update and keep doing what you do. My journey in the current market has taught me a lot of lessons, at the top of that list is that it never pays to live above one's means. I have managed to grow a nest egg of around $600k to a decent 7 figures in the space of a few months. Sad to say but a lot of us have poor money management skills. My 2 cents -get an advisor to keep you accountable and aid you make better decisions, Leilanie has been helping me a lot, all through my journey. I find it better to pay a little bit more for peace of mind than worry about money or market trends and still get burned,Thanks again Marie j Freeman, for the regular updates,..
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If copper gets too expensive, it will be replaced with a different material. There's plenty of materials that conduct electricity. Some of the new hybrids are almost as efficient. Be careful at these prices. Rick wants you to "do the work" because he doesn't have a clue. He a professional talking head.
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๐๐ฉ๐ฆ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฆ๐น๐ฑ๐ณ๐ฆ๐ด๐ด๐ฆ๐ฅ ๐ช๐ฏ ๐ต๐ฉ๐ช๐ด ๐ท๐ช๐ฅ๐ฆ๐ฐ ๐ข๐ณ๐ฆ ๐ต๐ฉ๐ฐ๐ด๐ฆ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐จ๐ถ๐ฆ๐ด๐ต ๐ข๐ฏ๐ฅ ๐ฅ๐ฐ ๐ฏ๐ฐ๐ต ๐ฏ๐ฆ๐ค๐ฆ๐ด๐ด๐ข๐ณ๐ช๐ญ๐บ ๐ณ๐ฆ๐ง๐ญ๐ฆ๐ค๐ต ๐ต๐ฉ๐ฆ ๐ท๐ช๐ฆ๐ธ๐ด ๐ฐ๐ง ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ. ๐๐ฉ๐ช๐ด ๐ค๐ฐ๐ฏ๐ต๐ฆ๐ฏ๐ต ๐ช๐ด ๐ง๐ฐ๐ณ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ข๐ฏ๐ฅ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ฏ๐ฐ๐ต ๐ฃ๐ฆ ๐ค๐ฐ๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ๐ฆ๐ฅ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ, ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต, ๐ฐ๐ณ ๐ญ๐ฆ๐จ๐ข๐ญ ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ญ๐ธ๐ข๐บ๐ด ๐ค๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ข ๐ฒ๐ถ๐ข๐ญ๐ช๐ง๐ช๐ฆ๐ฅ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ฎ๐ข๐ฌ๐ช๐ฏ๐จ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ๐ด. ๐๐ฐ๐ฎ๐ฆ ๐ญ๐ช๐ฏ๐ฌ๐ด ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ฅ๐ฆ๐ด๐ค๐ณ๐ช๐ฑ๐ต๐ช๐ฐ๐ฏ ๐ฎ๐ข๐บ ๐ฃ๐ฆ ๐ข๐ง๐ง๐ช๐ญ๐ช๐ข๐ต๐ฆ ๐ญ๐ช๐ฏ๐ฌ๐ด.
Is Rick saint that the price of U.UN is going probably nowhere for the next 2 years ?!!!
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#BusinessPodcast #CommodityMarket #Commodities #SupplyChainMangement
Northern dynasty has been stuck in permitting in Alaska for like four decades now
More User Perspectives
Lovely discussion. Mr. Rule is a legend of course.
@993C2S2:43 At this juncture, Rick does a good job of helping laymen to practically comprehend the powering capabilities of nuclear energy.
@ArsenGourjianFrom my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a Portfolio of around 85k to a decent 780k in the space of a few months.Thanks again Seren Wintersun, for the regular updates,..
@StellawanlissCaptain Obvious has entered the chat...
@shrimpkinsNot on Friday. Added to my Uranium holdings.
@KL-nj9oewith the 12% drop on Friday adding FCX to the folio is attractive.
@wisconsinfarmer4742Record date, please?
@p_almeidajorgeI'm shocked at most people's time windows.
A friend complained to me that "gold doesn't hedge against inflation."
He "invested in" gold and lost money selling it the next month.
Gee, ya' think?
I look at a year as extremely short term and 5 years as short term.
He didn't listen.
he gave great/ sound advice at the end
@eddiep365Love this channel, thank you for the amazing content
@yadabadababoi9379