Gold Outperforms as Oil Struggles with Long-Term Weakness Despite Geopolitical Risks

Jeremy Szafron, Anchor at Kitco News, interviews Roukaya Ibrahim, Commodity & Energy Strategist at BCA Research, to explore the dynamics of the oil and gold markets amid geopolitical tensions in the Middle East. Ibrahim provides an analysis of oil supply disruptions, OPEC+ spare capacity, and Iran’s role in global pricing, while highlighting a cyclical downturn in demand. In contrast, she explains why gold continues to outperform, fueled by macroeconomic factors and strong industrial demand, especially in silver.

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00:00 - Intro: Oil Prices & Geopolitical Risks
01:23 - Why Oil Prices Matter
03:06 - Oil Price Volatility & WTI/Brent Ranges
04:55 - OPEC+ Supply Cuts & Global Demand
06:43 - Middle East Conflict Impact on Oil
08:45 - U.S. Oil Production & Biden's Policies
10:37 - Election Impact on U.S. Energy Policy
12:23 - China's Economic Slowdown & Oil Demand
14:32 - China Stimulus & Metals Outlook
16:45 - Gold & Silver Market Performance
19:30 - BCA’s Commodity Strategy Outlook

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