Video News/In Focus with Jeremy Szafron

A seismic shift is underway in global markets. Commodity expert Adam Rozencwajg joins Kitco News to explain why he believes a "major rotation into real assets has begun" and which commodities could move "considerably higher by 2030." With U.S. GDP contracting, Trump’s tariffs reinstated, China launching yuan-based pricing for gold and oil, and a new U.S. nuclear push, Rozencwajg breaks down what it all means for uranium, gold, platinum, oil, and natural gas. Rozencwajg, Managing Partner at Goehring & Rozencwajg, also explains why he sees a structural supply crunch in uranium and PGMs, how hybrid vehicle demand could surprise the market, and why fourth-gen nuclear could be the key to solving America's debt problem. This is a wide-ranging macro commodities outlook packed with insights.