2min chapter

Odd Lots cover image

Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain

Odd Lots

CHAPTER

What's Your Take on the Oil Deficit?

Jeff Smith, global head of commodities research at goldman sacks. He says copper inventories dropping 8% to 10%. Lutt: Oil deficit so much larger than we could have ever in visiond. It's because you now have oil being used in lieu of both coal and gas. And it keeps this chain reaction going.

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