EPISODE · Apr 18, 2026 · 34 MIN
$38,000 Gold, $150 Oil, and a Copper Shortage | Simon Hunt Interview
from Resource Talks (CEO BBQ) · host Resource Talks
Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caTimestamps:00:00:00 Chapters00:00:17 Very Important Warning00:01:08 Is the US-Iran ceasefire a de-escalation or just a pause?00:04:38 Does Simon Hunt think the US will launch an invasion of Iran?00:05:36 Can policymakers stabilize energy prices?00:10:07 How will the energy shock kick in?00:12:19 Where does pressure show up first in the food chain?00:13:29 Is China's gas deal a strategy to bypass Middle East chokepoints?00:14:15 How well-prepared is China for a major energy disruption?00:18:21 Do rare earths make critical minerals structurally more expensive?00:20:34 How did China gain its rare earth dominance?00:21:13 Is oil topping out?00:22:34 What do rising copper prices really mean?00:27:12 Is a global sulfuric acid shortage driving copper?00:27:56 Where is Simon positioning himself within copper? 00:28:47 Is now a good time to buy copper miners?00:29:51 Does Simon still believe in his $38,000 price target for gold?00:31:11 What would Simon Hunt do with $100,000?00:32:52 What are Simon Hunt's closing thoughts?This is a conversation where Mark and Simon Hunt discuss the likelihood of a US-Israel strike on Iran, the stagflationary shock rippling through energy and food markets, what sulfuric acid and diesel shortages mean for copper, and how investors should be positioning a portfolio in a world heading toward systemic instability.
What this episode covers
Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caTimestamps:00:00:00 Chapters00:00:17 Very Important Warning00:01:08 Is the US-Iran ceasefire a de-escalation or just a pause?00:04:38 Does Simon Hunt think the US will launch an invasion of Iran?00:05:36 Can policymakers stabilize energy prices?00:10:07 How will the energy shock kick in?00:12:19 Where does pressure show up first in the food chain?00:13:29 Is China's gas deal a strategy to bypass Middle East chokepoints?00:14:15 How well-prepared is China for a major energy disruption?00:18:21 Do rare earths make critical minerals structurally more expensive?00:20:34 How did China gain its rare earth dominance?00:21:13 Is oil topping out?00:22:34 What do rising copper prices really mean?00:27:12 Is a global sulfuric acid shortage driving copper?00:27:56 Where is Simon positioning himself within copper? 00:28:47 Is now a good time to buy copper miners?00:29:51 Does Simon still believe in his $38,000 price target for gold?00:31:11 What would Simon Hunt do with $100,000?00:32:52 What are Simon Hunt's closing thoughts?This is a conversation where Mark and Simon Hunt discuss the likelihood of a US-Israel strike on Iran, the stagflationary shock rippling through energy and food markets, what sulfuric acid and diesel shortages mean for copper, and how investors should be positioning a portfolio in a world heading toward systemic instability.
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$38,000 Gold, $150 Oil, and a Copper Shortage | Simon Hunt Interview
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