Goldman’s Currie sees supply constraints extending oil price boom

Oil, energy transition and commodity supercycles with Jeff Currie, Goldman Sachs: Commodity prices, as assessed by , 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... by Commodities Focus

21 min listen

Winter pricing insights: The new dynamics of US natural gas markets: With record-high production and unprecedented exposure to global markets through exports, US natural gas markets are in many ways heading into uncharted territory this winter. S&P Global Platts Americas natural gas manager Ryan Ouwerkerk speaks... by Commodities Focus

19 min listen

A conversation with Goldman Sachs's Jeff Currie: Global demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus. Jeff Currie, head of commodities research at Goldman Sachs... by Commodities Focus

26 min listen

Will oil prices spike to $100/b in 2022?: Global oil markets are starting 2022 with a number of factors that could make for another volatile year. OPEC is continuing its monthly supply increases but taking a cautious approach so far given uncertain demand. A return of Iran barrels is not a... by Capitol Crude: The US Energy Policy Podcast

18 min listen

The Super-Cycle Meets Interest Rates with Jeff Currie: What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Commodities Podcast

45 min listen

Once More, With Energy: Gas Prices, G7 and Ken Langone 6/27/22: We’re kicking off the week with a super-sized Squawk Pod! Three big interviews that all start with the key question Wall Street is asking: how bad is the impact of 2022’s high energy prices? Becky Quick and Brian Sullivan weigh the influence higher gas prices have on the stock market, and G7 leaders convene in Germany to discuss additional Ukraine support and new sanctions that include a proposal to cap the price of Russian oil exports. Goldman Sachs’ Jeff Currie says a brief pullback in global energy prices signals a buying opportunity for investors. Noted tech investor John Doerr has a legendary track record – he was an early back of both Google and Amazon – and today, he calls the shift away from fossil fuels a revolution that rivals the creation of the Internet. Andrew Ross Sorkin catches up with Doerr at the Aspen Ideas Festival in Colorado. NBCUniversal News Group is the media partner of the Aspen Ideas Festival. by Squawk Pod

39 min listen

PODCAST: Daily Energy Markets - June 20th by Gulf Intelligence Podcasts

33 min listen

The Russia-Ukraine conflict and the energy transition: Russia's invasion of Ukraine sapped its dominance as an energy and battery metals superpower, putting the energy transition at risk as countries scramble to source key resources elsewhere. While traders are still moving Russia's gas, nickel, and... by Energy Evolution

19 min listen

Europe’s energy crisis and the UK response: In an already challenging year for markets, the energy crisis in Europe and recent fiscal actions by the UK government have rattled market sentiment and caused further disruption to currency and global bond markets. A higher reliance on Russian supply ha... by Insights Now

22 min listen

Demand For Oil Will Improve Due To China Reopening & Summer Travel by Schwab Network

9 min listen

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains by Goldman Sachs Exchanges

30 min listen

Oil Needs Investors and Billionaire Stock Sales 7/11/23: Oil supply cuts by top exporters Saudi Arabia and Russia for August helped to lift benchmark prices, which were also supported by the U.S. dollar hitting a two-month low. Jeff Currie, Goldman Sachs global head of commodities research, discusses the state of the global energy market, why investors aren’t embracing the latest oil rally, and more. America's billionaires are cashing out and CNBC’s Robert Frank has an inside look at the executives unloading stock amid the recent market rally. Plus, the market braces for inflation data and the Hollywood writers strike continues. In this episode: Joe Kernen, @JoeSquawk Melissa Lee, @MelissaLeeCNBC Robert Frank, @robtfrank Katie Kramer, @Kramer_Katie by Squawk Pod

26 min listen

Redlining Commodities with Jeff Currie: Jeff Currie, Global Head of Commodities Research at Goldman Sachs, returns to update us on the commodities super-cycle. Redistributive policies, energy transition and deglobalization are driving commodity prices higher and higher. However, investment is not flowing into the sector – kept away by the risk and the optics. This sets the stage for a volatility trap that could lead to huge market disruption. What has led us to the state and what could the future hold? How will investment return to the sector and will the government intervention already seen in German power markets be just the start. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Commodities Podcast

46 min listen

For Canada's crude market, it's a time of trials and tribulations: It's been a tumultuous stretch for Canadian crude as the coronavirus pandemic and infrastructure uncertainty have impacted the market. However, prices have risen to a level that supports higher production and increased takeaway capacity may provide... by Oil Markets

28 min listen

Why precious metal prices are up and QC Copper & Gold focuses on critical minerals in Quebec: War worries and a possible end to Fed tightening are some of the reasons gold is rebounding, noted mining audiences manager Michael McCrae. On Friday McCrae recorded Kitco Roundtable with correspondent Paul Harris and QC Copper & Gold CEO Stephen Stewart. by Kitco NEWS Roundtable

23 min listen

Robert Friedland, Goldman Sachs light up copper: Copper's centrality to the new economy makes it potentially destabilizing as countries scramble for more supply, said Robert Friedland who gave opening remarks at the CRU conference this past week. On Friday editor Neils Christensen, Kitco correspondent Paul Harris and mining audiences manager Michael McCrae recorded a podcast with guest Ryan King, Vice President Corporate Development at Calibre Mining. The panelists discussed gold and inflation, as well as rising commodity prices due to energy transition and metals needed to build future infrastructure. The group noted Friedland's remarks, as well as the copper note published by Goldman Sachs. by Kitco NEWS Roundtable

61 min listen

Nord Stream 2: No end in sight to long-running saga over controversial gas pipeline: The Nord Stream 2 gas pipeline from Russia to Germany is one of the most controversial energy infrastructure projects in history. Now complete, there remains uncertainty over when the 55 Bcm/year project will begin commercial flows. On this week's... by Commodities Focus

19 min listen

North American LNG exporters face difficult test as price plunge sets new lows: S&P Gloal Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts senior digital editor Jason Lindquist current trends in the North American and global LNG markets... by Commodities Focus

19 min listen

Up, up, up: US upstream producers and refiners are highly optimistic after Q1: The recent round of Q1 earnings calls for US refiners and upstream producers were almost unanimously upbeat. Crude prices of $100+/b oil and unusually high natural gas prices, coupled with changing oil flows from the war in Ukraine, have sparked... by Oil Markets

16 min listen

The Coming Commodity Super-Cycle: In this episode Jeff Currie, Global Head of Commodity Research at Goldman Sachs, walks us through the drivers and consequences of the coming commodity super-cycle. Over the next decade, redistributive policies, energy transition and the search for new sources of old and new economy commodities will drive a macro shift in prices across all verticals. What will this mean for the sector, commodity trading and its talent? Jeff gives us a concise and compelling argument and a call to action. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.com To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Commodities Podcast

52 min listen

The Funding Gap in Commodities with Nick O’Kane: Investment capital flows into the commodities sector have slowed despite rising returns and opportunity. Volatility, geopolitical risk and uncertainty over energy transition have impacted the rate of investment while increasing the need. In this episode, we discuss the cause and impact of this funding gap and what the role of banks is in supporting investment and managing the risks. Our guest is Nick O’Kane, Global Head of Commodities and Global Markets at Macquarie Group. Nick gives us his thoughts behind the current trends in the commodities space, the need to be responsive to the changing environment and what the future might hold. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/ by The HC Commodities Podcast

45 min listen

It'll be a long, hot summer as energy prices supercharge inflation: Global energy markets have gone through dramatic shifts since , and the risks around high prices and tight supply are not expected to ease anytime soon. Atul Arya, chief energy strategist for S&P Global Commodity Insights, spoke with senior editor... by Capitol Crude: The US Energy Policy Podcast

18 min listen

PODCAST: Daily Energy Markets - April 24th by Gulf Intelligence Podcasts

32 min listen

PODCAST: Daily Energy Markets - April 2nd by Gulf Intelligence Podcasts

33 min listen

Peak Shale by Decouple

62 min listen

South of the border heating up: A dive into the long-awaited developments in the Mexican natural gas market: Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are joined by John Hilfiker, S&P Global Platts Analytics in-house Mexico natural gas... by Commodities Focus

23 min listen

A Global Gas Crisis & a Battle-Tested Risk Theory: Global gas prices are soaring, and Americans are now paying the most at the pump in seven years. Jeffrey Currie, Goldman Sachs global head of commodities research, discusses what’s driving the spike in energy prices. Currie says that the structural underinvestment to supply and deliver energy commodities and an increase in demand as economies reopen could be to blame. CNBC’s Julianna Tatelbaum also reports U.K. consumers and businesses are bracing for higher electricity bills this winter amid a surge in natural gas prices. General Stanley McChrystal, former commander of the U.S. and International Security Assistance Forces in Afghanistan, offers a “battle-tested” system for finding and assessing risk, drawing on his book, “Risk: A User’s Guide.” Plus, lawmakers work to avoid a debt ceiling “catastrophe,” pandemic wardrobes are shifting away from sweatpants, and bourbon distillers are facing big bills. In this episode: Jeff Currie, @ by Squawk Pod

25 min listen

Disorderly markets, Margin Calls & Doom Loops with Javier Blas: The commodities markets and its traders face great challenges. Russia’s invasion of Ukraine may tip an already stressed markets into turmoil. The LME’s recent challenges with Nickel has exposed serious cracks in both how markets function and are funded. It has sent a shock wave through the sector, signaling that commodity price risk may have been seriously undervalued. Margins requirements have spiraled and recent requests for support by the sector’s main traders may have invited a future reckoning with regulation. It's challenging times and may get a whole lot worse. Our guest is Javier Blas, co-author of The World for Sale , the best seller on the commodities trading world and Energy Columnist at Bloomberg Opinion. Javier deftly walks us through the major challenges facing the sector and what the future may hold. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcg by The HC Commodities Podcast

55 min listen

Episode 191: Unpacking the Energy Markets with Helima Croft: Stacey Cunningham, President of the New York Stock Exchange, sat down, virtually, with Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets to discuss this unprecedented time in energy. The conversation, part of... by Inside the ICE House

54 min listen

How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors by Goldman Sachs Exchanges

28 min listen

Discover this podcast and so much more

Goldman’s Currie sees supply constraints extending oil price boom

Goldman’s Currie sees supply constraints extending oil price boom

Description

Titles in the series (100)

More Episodes from Commodities Focus

Related podcast episodes