There’s no denying it – Gold has dominated 2025, firmly securing its place as the top-performing asset class with a record-breaking 33% year-to-date gain.
But while Precious Metals have stolen the spotlight, analysts at GSC Commodity Intelligence are sounding the alarm on another red-hot Commodity – one they believe is significantly undervalued and could deliver even greater upside in the months ahead.
And that Commodity is Crude Oil.
Earlier this week, Crude Oil prices plunged to their lowest levels in four years, as recession fears intensified amid a deepening global trade war and reports that Saudi Arabia may tolerate even lower prices to defend market share. But beneath the headlines, a much bigger force could be on the verge of a buying spree – quietly setting a powerful reversal.
That buyer? President Donald Trump’s U.S government.
In his January 2025 inaugural address, President Trump pledged to refill the Strategic Petroleum Reserve (SPR) “right to the top”, calling it a national security priority and a cornerstone of his “America First” Energy strategy.
This commitment follows significant drawdowns during the Biden administration, which sold nearly 300 million barrels from the SPR to mitigate high Gasoline prices after Russia’s invasion of Ukraine, reducing the reserve to its lowest level in 40 years.
Now with the SPR sitting at its lowest level in four decades and Oil prices back at multi-year lows – analysts at GSC Commodity Intelligence believe Trump has a unique window to act – buying cheap Oil, boosting Energy security and supporting domestic producers all in one move.
At the heart of Trump’s economic agenda is a bold pledge to turn the United States into a “Massive Manufacturing Hub”. In his 2025 State of the Union address, the president outlined plans to onshore critical industries, revive heavy manufacturing and roll back regulatory constraints on Energy and industrial development.
But powering that resurgence will require more than tax incentives and infrastructure – it will demand Energy and a lot of it.
According to GSC Commodity Intelligence – “Reindustrialisation is Energy-intensive by definition. From steel mills to petrochemicals, the inputs are carbon-heavy. If President Trump is serious about scaling manufacturing, oil and gas – will be indispensable”.
With institutional long positions quietly building and Goldman Sachs forecasting Brent Crude rising to $80 – 84 a barrel by year-end, the setup is compelling. Add in the prospect of large-scale government buying and the supply-demand balance could shift quickly.
Whichever way you look at it, one thing is clear. This downturn may not just be a correction – it may be the biggest buying opportunity of 2025.
Where are prices heading next? Watch The Commodity Report now, for my latest price forecasts and predictions:
作者:Phil Carr,文章来源FXStreet,版权归原作者所有,如有侵权请联系本人删除。
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