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Are commodities providing a clearer read on the economy than the stock market? In this video, we share what investors aren’t seeing beneath the surface of energy, metals, and macro markets.

This video breaks down why volatility has been unfolding differently across crude oil, copper, and gold; how tariffs have been distorting global pricing; and why U.S. shale producers have been walking a tightrope around the $55-$60 oil price band.

We also explain the surprising dynamics behind natural gas and LNG, base metal pricing discrepancies, and what muted price moves seem to be telling us about investor confidence. If you’re watching the economy, commodities may be the sharper lens — and this video gives you a front-row seat.

00:14:50

Timestamps:

• 0:00 – Introduction
• 1:15 – Commodities vs. equities in 2025
• 2:30 – How tariffs are disrupting supply chains and sentiment
• 4:00 – Crude oil volatility and break-even pricing for U.S. producers
• 6:00 – Why LNG demand is holding up the natural gas market
• 8:00 – Gold, silver, and central bank buying
• 10:00 – What's behind copper and aluminum price gaps
• 13:30 – Final thoughts

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