Last Chance: Why A Huge Oil Price Breakout is Imminent скачать в хорошем качестве

Last Chance: Why A Huge Oil Price Breakout is Imminent

Josh Young, author of Bison Insights, joins Darrell Thomas to unpack why oil may be the most misunderstood and mispriced asset in today’s market. From extreme bearish sentiment and commodity cycles to shale decline rates, uranium skepticism, Venezuela’s political risk, and where real opportunities exist across producers, services, midstream, and royalties, this conversation digs into the structural forces shaping energy markets and why higher prices may be the only cure for underinvestment. Connect with Josh: https://x.com/JoshYoung https://www.bisoninsights.info/ Brought to you by US Gold Corp (NASDAQ: USAU) https://www.usgoldcorp.com/ Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9 Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26, 2026. Tickets: https://VRICMedia.com Sign up for Jay’s newsletter at https://2ly.link/211gx 00:00 – Introduction & Josh Young background 01:00 – Commodity charts: gold, copper, and oil setup 03:00 – Sentiment extremes and contrarian signals in oil 05:30 – Parallels between precious metals and oil cycles 08:55 – Uranium, nuclear power, and SMR skepticism 14:10 – Venezuela, property rights, and political risk 20:00 – Regime change myths and investment reality 23:15 – Heavy crude, U.S. refineries, and policy missteps 26:20 – Oil prices vs. true cost of production 32:50 – Input costs: steel, labor, and productivity limits 36:25 – Where to invest: producers, services, and midstream 44:15 – Oil royalties and mineral companies Copyright © 2025 Cambridge House International Inc. All rights reserved.