A seismic shift is underway in global markets. Commodity expert Adam Rozencwajg joins Kitco News to explain why he believes a "major rotation into real assets has begun"and which commodities could move "considerably higher by 2030."With U.S. GDP contracting, Trump’s tariffs reinstated, China launching yuan-based pricing for gold and oil, and a new U.S. nuclear push, Rozencwajg breaks down what it all means for uranium, gold, platinum, oil, and natural gas.

Rozencwajg, Managing Partner at Goehring &Rozencwajg, also explains why he sees a structural supply crunch in uranium and PGMs, how hybrid vehicle demand could surprise the market, and why fourth-gen nuclear could be the key to solving America's debt problem. This is a wide-ranging macro commodities outlook packed with insights.

Key topics:
-Why a new commodities bull market may already be underway
-How the Trump tariff ruling impacts trade and inflation
-Gold’s outlook and China’s push for yuan-based pricing
-Uranium’s new bull thesis and SMR tailwinds
-Platinum and palladium bottoming? A contrarian case
-Why U.S. shale oil and natural gas may have peaked
-Sector rotation out of tech into hard assets
-What Rozencwajg is buying right now

Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)
Follow Goehring &Rozencwajg on X: @Go_Rozen (https://twitter.com/Go_Rozen)

00:00 Introduction
01:20 Commodity Market Insights
08:17 The Future of Platinum and Palladium
14:46 China's Impact on Global Commodity Markets
18:07 Uranium Market Dynamics and Hedge Fund Influence
21:21 Trump's Executive Order and Nuclear Advancements
26:27 Uranium Investment Outlook
27:58 Shale Oil and Market Realities
30:31 Natural Gas and Underexposed Trades
34:53 Commodity Investment Strategies and Risks
39:23 Conclusion

Commodities #Uranium #Gold #Rozencwajg #NaturalGas #Platinum #Tariffs #China #Inflation #SMR #Shale

Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.

FOLLOW US:
X: https://x.com/kitconewsnow
Instagram: https://www.instagram.com/kitconews
Facebook: https://www.facebook.com/KitcoNews
LinkedIn: https://www.linkedin.com/company/kitconews

Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.

Live gold price and chart: https://www.kitco.com/charts/gold
Live silver price and chart: https://www.kitco.com/charts/silver
Live crypto market data: https://www.kitco.com/price/crypto

Learn more about Kitco News: https://www.kitco.com/news/about/

For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising

Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.