MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
Macro Voices
Analysing the Commodity Super Cycle and Energy Markets
The chapter explores the recent dynamics in the crude oil market, predicting a potential surge in prices exceeding $90 and possibly reaching above $100 amidst a late business cycle. Discussions also cover the bullish outlook on oil, the impact of energy transition on volatility, and the significance of commodities like uranium in the decarbonization process. Analysis on the commodity super cycle delves into historical correlations with CAPEX cycles and the current drivers like AI data centers, decarbonization, and de-globalization.
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