2030 Commodity Surge: What to Buy Before Prices Explode | Adam Rozencwajg

A global reset is brewing—and commodities are at the center of it. In this must-watch interview, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joins Kitco News to reveal why the next great market rotation is already underway. With U.S. GDP shrinking, Trump’s tariffs back in action, China pricing oil and gold in yuan, and a nuclear energy revival in the works, Rozencwajg warns that real assets like uranium, gold, platinum, oil, and natural gas are set for explosive growth by 2030.

From structural supply deficits in critical metals to the surprising comeback of hybrid vehicles and the national security implications of America’s energy shift, this deep-dive interview delivers powerful macro insight and sharp forecasts. Rozencwajg also outlines why fourth-gen nuclear tech could be the answer to solving America’s debt crisis—and what investors need to know before this commodity supercycle takes off. Don’t miss this hard-hitting analysis tailored for an audience ready to challenge the fiat system and ride the wave of real assets into the next decade.

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

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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
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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.