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GM32: Commodity Super Cycle in Full Force ft. Jeff Currie

Top Traders Unplugged

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The Middle East Is in a Very Strong Position Right Now

The only two producers in the world on a country level that have reinvestment rates at the same level or higher than what they were in 2019 is Saudi Arabia and UAE. The market power of core OPEC, which is the Gulf countries, has never been higher. I'd say the Middle East more broadly is in a very strong position right now. Jim Boulden: What about the strategic oil reserves? Have they stopped selling out of that, or is that still going on, Jeff?

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