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

About this episode

Simon Hunt discusses the implications of oil shortages, geopolitical strategies involving China, and the evolving global monetary order centered around gold.

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. This supply crunch, he argues, makes a global recession nearly certain by year-end, deepening significantly in the following year. The conversation shifts to China’s strategic positioning. Hunt notes that China anticipated American geopolitical moves and has diversified its energy sources through pipelines from Russia and Kazakhstan, alongside massive domestic coal and renewable capacity. This allows China to withstand the Hormuz closure indefinitely, unlike Western nations. The discussion then turns to…

People in this episode

Host: Stijn Schmitz

Guest: Simon Hunt

Topics covered

• oil shortages
• global economy
• China's energy strategy
• geopolitical implications
• monetary order
• gold trading

Keywords

• oil supply
• global recession
• energy diversification
• geopolitical strategy
• gold exchange
• BRICS
• China
• Saudi Arabia

Mentioned in this episode

Organizations: BRICS, Shanghai Gold Exchange

Places: Saudi Arabia, China, Russia, Pakistan, Turkey, Iran, Strait of Hormuz

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