Simon Hunt: 'Inevitable' Oil Shortages, Famine is Coming, Gold & The New Monetary Order

Stijn Schmitz welcomes back Simon Hunt to the show. Simon is a consultant on the global economy, China, and the copper industry. The discussion opens with the ongoing disruption in the Strait of Hormuz and its profound implications for global energy supplies. Hunt explains that Saudi Arabia is attempting to broker a new regional architecture involving China, Russia, Pakistan, and Turkey, partly in response to Iran’s demonstrated military capabilities. He assesses only a fifty percent chance of success, warning that even if a ceasefire is reached, reopening the strait to normal traffic could take months, and oil stockpiles in Asia, Europe, and America may be exhausted by mid-July. Recorded on: May 20, 2026 Find Out More About Palisades Goldcorp, Canada's Leading Junior Resource Investment Company: ► Website: https://palisades.ca Palisade Radio Links: ► Website & Newsletter: https://palisadesradio.ca ► Rumble: https://rumble.com/c/c-1586024 Timestamps: 00:00:00 - Introduction 00:01:00 - Middle East Conflict Origins 00:03:46 - New Gulf Security Architecture 00:06:05 - Oil Supply Disruption Impacts 00:08:06 - Straits of Hormuz Reopening 00:08:37 - China Trump Trade Dynamics 00:12:25 - Oil Prices Futures Disparity 00:14:14 - Fertilizer and Food Crisis 00:16:10 - BRICS Monetary System Shift 00:22:51 - Bond Yields and Instability 00:25:02 - Recession Outlook and Assets 00:30:40 - Commodity Supercycle Analysis 00:33:00 - Concluding Thoughts Guest Links: E-Mail: mailto:[email protected] Website: https://simon-hunt.com/ Report: https://www.theinstitutionalstrategis... Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961, he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organization, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company's cost studies and end-use analyses. Simon appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993, and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. Simon also spends many weeks each year traveling around Asia. The focus of the company's services is on the global economy, including the changing geopolitical and financial structures, China's economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the "Frontline China Report Service," which is marketed by the TIS Group. The Service provides regular reports on China's economy, politics, and financial outlook. Simon established this company in January 1996. #Geopolitics #EnergyCrisis #OilMarkets #GoldInvesting #Commodities #MonetarySystem #BRICS #Petrodollar #Recession #SupplyChain #MiddleEast #StraitOfHormuz #GoldStandard #ChinaEconomy #FinancialCrisis