Gold Has Surged – But Oil Is Where the Biggest Fortunes Will Be Made Next

Gold may be closing in on one of the strongest annual performances in modern financial history, yet analysts at The Gold & Silver Club are focused elsewhere – on what they believe is the most explosive trade of the decade. Their view is unequivocal: the biggest asymmetric opportunity in the final stretch of 2025 isn’t in Gold or Silver at all. It’s in Crude Oil.

While Gold dominates headlines and Silver pushes toward new all-time highs, institutional capital is quietly but aggressively rotating into Oil – a market that has become profoundly mispriced, widely misunderstood and dangerously overlooked. In a world increasingly shaped by a widening K-shaped economy, where the wealthy pour capital into hard assets while the lower half battles persistent inflation, Oil stands out as the single most undervalued major Commodity right now.

A Historic Mispricing Meets a Historic Catalyst

The timing of this mispricing is extraordinary. The world is entering an era of unprecedented energy consumption, driven primarily by artificial intelligence. Data centres powering AI models demand extraordinary amounts of electricity – and despite political rhetoric, the global grid remains overwhelmingly fossil-fuel dependent. As AI demand surges, the world will need more Oil and Energy – and it will need them fast.

According to Lars Hansen, Head of Research at The Gold & Silver Club:

“AI is rewriting the global energy demand curve. Gold has already re-priced. Silver is re-pricing. But Oil remains fundamentally undervalued – and we are sleepwalking into the most explosive supply crunch in more than a decade.”

This supply crunch is deepening precisely as the geopolitical environment becomes more fragile. Strategic reserves are depleted, OPEC nations remain disciplined and Western investment in new production has collapsed due to a decade of ESG-driven restrictions. The conditions are in place for a sudden and dramatic shift.

And now, a catalyst with the power to ignite that shift has appeared.

OPEC+ Meets This Weekend – The Final Review Before 2026

This weekend, OPEC+ gathers for what may be its final strategic review of global oil markets before 2026 – a meeting that analysts across the energy sector are calling one of the most consequential in years.

The coalition is now in a position to decide the trajectory of Oil prices for the next 12–18 months. Extended production cuts, coordinated tightening or an aggressive forward guidance pivot could easily send prices skyrocketing – especially at a moment when Oil sits at historic lows relative to money supply.

Investors have been caught off-guard before by decisive OPEC+ action. Many are asking the same question: Will this be the moment that triggers the next Oil supercycle?

If OPEC+ chooses to tighten or extend cuts into next year – with inventories already near multi-decade lows – the repricing could be instant and dramatic.

The Most Lucrative Accumulation Window in More Than a Decade

Institutional capital understands the stakes. Sovereign wealth funds, energy specialists and macro hedge funds are quietly accumulating long-dated Oil exposure, recognising that this period represents the most lucrative accumulation window in more than a decade.

Their strategy is clear: position heavily while the market is distracted and before OPEC+ potentially fires the starting gun on a long-duration bull cycle.

Hansen summarises the moment bluntly:

“If you missed Gold’s rally, Oil is your second chance. But once the breakout begins, it will be almost impossible to catch.”

This Is How Fortunes Are Made – Or Missed

Oil is historically cheap. AI demand is exploding. Supply is tightening.

And OPEC+ now stands just days away from a decision that could reshape global energy markets before 2026.

Every major Oil Supercycle began from this exact setup: undervaluation, disbelief and a sudden catalyst.

When this move begins, it will not be gradual. It will be fast, crowded and aggressive – the kind of move that leaves latecomers behind.

Those who position now stand to capture a move that could redefine portfolios for the next decade.

Those who wait will be left reading headlines about the Oil Supercycle they missed… again.

This is the moment. This is the window. This is the trade. And when it closes – it’s gone!