The 2026 Commodity Shift Is Coming — Rick Rule Explains What to Do Now

Veteran resource investor Rick Rule outlines how to navigate the 2026 commodity cycle, a period he believes will reshape opportunities across energy, metals, and natural resources. Commodity markets move in long, brutal cycles — and those who understand timing, capital discipline, and risk management are the ones who survive and prosper.

In this video, we break down Rule’s framework for identifying where we are in the cycle, which sectors historically perform best, and how investor psychology creates both extreme risk and extraordinary opportunity. From supply destruction and underinvestment to inflation and geopolitical pressure, the forces driving commodities are aligning once again.

How do you position without chasing hype? When should you be cautious — and when should you act decisively? This analysis connects cycle theory, real-world market behavior, and Rule’s decades of experience to help investors think clearly as 2026 approaches.