John Love
President and CEO of USCF, an investment firm specializing in commodity strategies, offering expertise on energy, precious metals, and commodity portfolio construction.
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Feb 11, 2026 • 18min
Commodities Are Back: John Love on Energy Shocks, Precious Metals, and the New Risk Premium
John Love, President and CEO of USCF and commodities specialist, walks through why energy and metals matter again. He discusses natural gas fragility after extreme weather. He explains oil’s heightened geopolitical risk premium. He unpacks gold and silver rallies and contrasts targeted commodity strategies with broad indexes.
