Source: Finding Finance | Date: January 24, 2026

Video Summary: Oil is Screaming "BUY," Gold is Repricing EVERYTHING

Key Takeaways

A major commodity reset is coming with gold forcing a repricing of all other commodities at much higher levels due to supply scarcity
Oil consumption has exceeded discovery by 3-4x for years, setting up for a massive supply/demand imbalance and price surge
Market conditions have fundamentally shifted to an inflationary, rising interest rate environment that favors commodities over bonds/stocks
Energy, materials, and emerging markets are breaking out simultaneously, indicating broad commodity bull market beginning
Mining companies will see exponential profit leverage as commodity prices rise above their all-in sustaining costs

Gold: Expected to reach $5,000, will be the baseline for repricing all commodities
Oil: Predicted to hit $500/barrel when supply constraints hit (1/10th the price of gold at $5,000)
Silver: Recently broke 45-year cup and handle pattern, surged above $100
Oil vs Gold ratio: Currently at double bottom, expected to surge over next 5-10 years
Interest rates above 5%: Will accelerate money rotation away from bonds into commodities

Crude Oil: Called extremely cheap vs other commodities, forming falling wedge pattern ready to "rip"
XLE (Energy ETF): Just broke out after weekly close above resistance
Platinum: Cheap relative to gold, silver, and palladium
Silver: Up significantly from under $18 in 2022 to above $100 currently
Chinese Silver/Lead Company (600531): Breaking out of multi-year consolidation
XLB (Materials): Breaking out alongside energy
Emerging Markets: Breaking to new highs, indicating dollar weakness

"We've been using three to four more barrels of oil than what we've been finding. At some point, we are going to roll over in oil and it's going to go from a world of abundance to a world of scarcity."
"A silver miner with a $20 all-in sustaining cost isn't making 4x as much with silver at 100 versus 25. They're making 17 times more money. This is the leverage the miners have."

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