This Resource Talks interview covers key commodities—oil, gold, silver, copper, uranium, and more—addressing the question of how they're being impacted by the Iran war and the associated oil shock. It's important to think about the longer-term consequences, not just the obvious stuff many investors are looking through today.

Timestamps:

00:00:00 — Intro
00:00:58 — Independent Speculator Company Overview
00:04:01 — What oil price would make a dip worth buying?
00:04:28 — Who benefits if the oil bottleneck shifts to shipping?
00:07:15 — Does weak sanctions enforcement limit how tight the oil market gets?
00:12:57 — Does China’s preparedness weaken the bullish oil case?
00:17:31 — Is Lobo Tigre bearish on China?
00:21:08 — Are better PMIs really bullish for copper and cyclicals?
00:26:27 — Is oil’s inflation impact smaller than the headlines suggest?
00:30:17 — Could a stronger dollar weaken global commodity demand?
00:33:21 — Has the aluminum opportunity already passed?
00:36:15 — Are higher sulfur prices a real headwind for miners?
00:40:18 — Is lithium worth watching again, or is this another false start?
00:42:39 — How should I think about jurisdiction-risk?
00:51:07 — Lobo’s final warning