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Oil, energy transition and commodity supercycles with Jeff Currie, Goldman Sachs
Manage episode 285620291 series 2641801
Commodity prices, as assessed by S&P Global Platts, are hitting fresh highs, sparking a debate around a potential supercycle. Goldman Sachs’ global head of commodity research Jeff Currie, who identified the last supercycle in the early 2000s spoke with Platts associate director Paul Hickin about why and how it’s different this time around, what it means for oil, copper and the energy transition, as well as the outlook for demand, US shale and OPEC+.
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Manage episode 285620291 series 2641801
Commodity prices, as assessed by S&P Global Platts, are hitting fresh highs, sparking a debate around a potential supercycle. Goldman Sachs’ global head of commodity research Jeff Currie, who identified the last supercycle in the early 2000s spoke with Platts associate director Paul Hickin about why and how it’s different this time around, what it means for oil, copper and the energy transition, as well as the outlook for demand, US shale and OPEC+.
595 에피소드
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