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

Page: https://stenobird.com/podcast/palisades-gold-radio-237842/simon-hunt-inevitable-oil-shortages-famine-is-coming-gold-the-new-monetary-order
Text version: https://stenobird.com/podcast/palisades-gold-radio-237842/simon-hunt-inevitable-oil-shortages-famine-is-coming-gold-the-new-monetary-order.md
Podcast: [Palisades Gold Radio](https://stenobird.com/podcast/palisades-gold-radio-237842)
Published: 2026-05-22T10:30:00+00:00
Episode link: https://palisadesradio.ca/simon-hunt-inevitable-oil-shortages-famine-is-coming-gold-the-new-monetary-order/
Audio file: https://media.blubrry.com/palisade_radio/content.blubrry.com/palisade_radio/Palisades_Gold_Radio-Simon_Hunt-May_21_2026.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/simon-hunt-inevitable-oil-shortages-famine-is-coming-gold-the-new-monetary-order
Duration seconds: 2098

## Resource

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 the evolving global monetary order, where Hunt describes a BRICS-led effort to create a multipolar system anchored in physical gold. He details China’s construction of Shanghai Gold Exchange vaults in Saudi Arabia and Hong Kong, enabling trade settlement in non-G7 currencies convertible to gold. While he sees gold prices reaching double-digit thousands in five years, he cautions that America is unlikely to revalue its gold reserves and warns of potential government confiscation during crises. On commodities, Hunt challenges the prevailing supercycle narrative, calling it premature. He predicts…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/simon-hunt-inevitable-oil-shortages-famine-is-coming-gold-the-new-monetary-order/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/palisades-gold-radio-237842/simon-hunt-inevitable-oil-shortages-famine-is-coming-gold-the-new-monetary-order.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.