Josh Young: Why Oil Is Set Up for a Massive Bull Run (#68)

Josh Young: Why Oil Is Set Up for a Massive Bull Run (#68)

From Resource Insider Podcast by Resource Insider Podcast

December 11, 2025 · 1h 28m

About this episode

Josh Young discusses the potential for a significant bull run in the oil market despite prevailing bearish forecasts.

👉 Want access to the best investment opportunities in the natural resources sector? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list You’ve probably heard we’re in an oil glut… but what if that’s wrong? Josh Young has spent his career dissecting the oil market, and in this interview he lays out why he thinks oil is quietly setting up for a massive bull run. We dig into why the IEA’s bearish forecasts don’t add up, the true state of OPEC+ spare capacity, and how U.S. shale is hitting the limits of productivity and inventory. Josh explains why years of underinvestment, rising decline rates, and a global commodities boom are all converging into a powerful long-term bull case for oil, and why select producers and service companies could be huge winners. If you invest in oil & gas stocks, follow the energy markets, or are trying to understand where we are in the commodity cycle, this one’s for you. --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi…

People in this episode

Host: Resource Insider Podcast

Guest: Josh Young

Topics covered

  • oil market
  • investment opportunities
  • OPEC
  • U.S. shale
  • commodity cycle
  • bull run

Keywords

  • oil glut
  • investment
  • OPEC+ spare capacity
  • U.S. shale productivity
  • global commodities boom

Mentioned in this episode

Organizations: IEA, OPEC+, Ivaldi Venture Capital Ltd., resourceinsider.com

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