Gold and Oil Analysis in 2025

In 2025 gold, and aluminum have outperformed other commodities. Oil is still volatile, and gas is limited by supply issues. Metal prices are likely to keep rising due to US tariffs, global tensions, and strong demand from the energy and tech industries.

Metals and Oil Outlook

Gold jumped early in 2025 because of inflation fears, so investors moved to save haven (gold). Aluminum also climbed after the US announced new tariffs. Buyers rushed to purchase before the tariffs kicked in, which pushed prices up.

Now, those stockpiles are decreasing. With demand still high and supply shrinking, prices are set to rise further.

Aluminum, tin, and nickel prices could rise if the US expands Section 232 tariffs, waiting on an announcement in the coming weeks.

With oil is a different situation. Brent crude is trading between $60–$70 per barrel, down from last year’s $70 - 90 range. Even with tensions in the Middle East, oil prices are under pressure because demand isn’t strong and OPEC is bringing supply back sooner than expected.

Europe Shift Away from Russian Pipeline Gas

Europe's shift away from Russian pipeline gas has increased dependence on LNG, particularly from the US. However, bottlenecks are limiting global supply: the US lacks sufficient liquefaction facilities, and Europe’s regasification terminals are stretched. Also, gas demand in China is slowing due to the trend towards electrification, limiting short term growth in LNG production.

Gold Price May Rise Again

Platinum and palladium have recently risen faster, mostly due to supply concerns and tariff speculation. But gold could soon regain attention.

Why?

• The war in Ukraine may lead to more sanctions on Russia
• Tensions in the Middle East, especially with Iran, remain high
• The US is taking on more debt, and tax cuts without funding are hurting trust in government bonds

Gold price usually rises when people lose confidence in global politics or financial systems, well 2025 is full of reasons for that to happen.

Aluminum: Long Term Growth

Aluminum prices may drop in the short term as companies use up the stockpiles they built before tariffs were announced. But in the long term, price is likely to rise.

They’re essential for building solar and wind power systems, modern electric grids, and data centers. As demand for clean energy and tech infrastructure grows, these metals will remain in high demand.

At the same time, trade restrictions and shipping issues could limit supply, pushing prices even higher.

Watch These Commodities

1. Gold – A hedge against inflation, political risk, and financial instability
2. Aluminum – Infrastructure metal with wide industrial use, from EVs to construction