NAT GAS EXPLODES TO 2 MONTH HIGH | OIL SURGES TO $105 | WEEK AHEAD COMMODITY REPORT 18

A structural commodity supercycle is underway, driven by a permanent regime shift from globalization to geopolitical fragmentation. This is 'COVID playbook 2.0,' but the scarcity shock is structural, not transitory. Chronic underinvestment and weaponized supply chains are forcing a multi-year repricing of all hard assets. The market is still mispricing this. The window to position for the coming wealth transfer is closing fast. Waiting for confirmation is the terminal error.

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NDX

RUT

implicit

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commodities sharp up

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Phil Carr 7.0

NAT GAS EXPLODES TO 2 MONTH HIGH | OIL SURGES TO $105 | WEEK AHEAD COMMODITY REPORT 18 - 22 MAY 2026

Phil Carr

The hard asset super cycle is already underway, driven by a shift from globalization to strategic scarcity and geopolitical fragmentation.
Phil Carr

This is a 'once in a lifetime opportunity' fueled by war, inflation, fragmentation, supply disruption, and structural commodity shortages, creating a 'golden age of trading'.
Phil Carr

The current shocks (tariffs, trade wars, sanctions) are not isolated but symptoms of a permanent regime shift towards a multipolar world.
Phil Carr

This is 'COVID playbook 2.0', but the scarcity shock is structural, not temporary, and could last years.
Phil Carr

Commodities are being revalued in a world where supply scarcity matters as much as price, leading to structural bull markets.
Phil Carr

The greatest danger for traders is waiting for confirmation; the window to position is closing.
Phil Carr

The biggest commodity squeeze in modern history may already be underway, and this is the time to position before the wealth transfer accelerates.
Phil Carr

The Gold & Silver Club offers a membership program to help traders navigate these markets and generate significant returns.

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