Episode
Sean Brodrick – Investing Outlook on Oil, Nat Gas, Nuclear, Copper, Gold, Silver, and Other Critical Minerals Stocks
- Podcast
- The KE Report
- Published
- Jun 17, 2026
- Duration seconds
- 1210
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Summary
Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me to discuss his investing outlook across multiple resource and energy sectors, now that there is a de-escalation in the Iran war and the potential reopening of the Strait of Hormuz. He shares how he is viewing oil, natgas, nuclear and uranium, copper, gold, silver, and other critical minerals and defense metals like rare earths, antimony, and tungsten. We start off discussing why he remains medium-term bullish on the traditional energy sector, and why he is not abandoning his oil and natgas stocks just because oil prices have pulled back on the potential Iran peace deal. Sean points to the substantial damage to energy infrastructure in a few countries in the Middle East, and outlines that the recovery will take time and be a process. He also brought up how the higher energy prices may have accelerated some consumers and even countries to transition over sooner to electric vehicles. This led into a discussion on the sources of power generation that stood to benefit in that scenario, which Sean highlighted would be a boon for natural gas and nuclear power plants, and that he still has exposure to power and utility stocks for exposure to that megatrend. The discussion on power generation naturally pivoted into the supply/demand picture developing for copper and copper stocks. Copper stocks have held up much better than the precious metals over the last few months, and copper prices are still up near all-time high levels. Sean flagged some of his copper positions as having been some of of the more profitable areas of his portfolio over this year, and is holding onto what he has, and recommending a new copper/gold producer to his subscri…