Rick Rule: The Energy Crisis, Opportunities in Fertilizers, Helium & Gold

Stijn Schmitz welcomes back legendary investor and speculator Rick Rule to the show. Rick discusses the current commodity landscape, with a particular focus on energy, geopolitical tensions, and investment opportunities. He provides insights into the oil market, highlighting significant supply challenges and potential disruptions. He notes that global underinvestment in sustaining capital, particularly in the energy sector, could lead to substantial price increases in the coming years. The ongoing conflict in the Middle East has further complicated the energy market, with potential long-term implications for global supply chains. Regarding commodities, Rule discusses opportunities in helium, fertilizers, and precious metals. He emphasizes the importance of long-term thinking in commodity investments, particularly in the agricultural sector, where demographic shifts will continue to drive demand. On gold, Rule presents a compelling case for holding the metal as a savings instrument, arguing that not holding gold is “irresponsible.” He views gold as a critical asset that maintains purchasing power and provides liquidity during economic uncertainties. Rule provides nuanced perspectives on investment strategies, particularly in natural resource sectors. He highlights the potential in junior mining exploration, noting that while the sector as a whole destroys capital, the top 10% of companies can generate significant value. His approach emphasizes thorough research, patience, and a willingness to hold investments through volatile periods. The discussion also touches on geopolitical risks and investment opportunities in less-explored markets. Rule suggests that Western investors often overestimate political risks in unfamiliar regions and underestimate risks in seemingly stable markets like the US and Canada. Throughout the conversation, Rule demonstrates his characteristic blend of macroeconomic insight, speculative wisdom, and pragmatic investment philosophy. Timestamps: 00:00:00 – Introduction 00:01:00 – Oil Supply Disruptions 00:02:54 – War Impact on Prices 00:04:22 – If War Ends Scenario 00:05:18 – Long-term Underinvestment 00:06:20 – Historical Oil Parallels 00:08:20 – Oil Equities Valuation 00:09:54 – Producer Opportunities Overview 00:17:03 – Other Commodities Disrupted 00:22:58 – Fertilizers and Potash 00:28:50 – Gold’s Portfolio Role 00:33:00 – Gold & Emerg. Selling 00:35:20 – Silver and Miners 00:38:20 – Hated Places 00:40:49 – Precious Metals Miners 00:44:00 – Junior Explorers Value 00:47:10 – Developers 00:49:10 – Wrap Up & Conference Guest Links: X: Website: YouTube: Classroom: Battle Bank: Rick Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Besides the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors. Mr. Rule is a frequent speaker at industry conferences and is regularly interviewed for radio, television, print, and online media outlets concerning natural resources investment and industry topics. Prominent natural resources-oriented newsletters and advisories frequently quote him. Mr. Rule and his team have expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water.

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Rick Rule: The Energy Crisis, Opportunities in Fertilizers, Helium & Gold is an episode from Palisades Gold Radio by Collin Kettell.

This episode is 53:35 long.

This episode was published on Apr 17, 2026.

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