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 Chinese Energy Crisis?

It boils down to a shuddering of in very toxin cold mines. The access to coal dropped tremendously post covid son. And finally, this is all stems to the fact that these supplyng constraints were there. In the old economy, in it at p yo hav we happened to be particularly acute in coal in so then what happened as then they had to replace the lost coal with gas. They started to hoover up the world's l and g supplies. Then they replaced the harto replacing it more recently with oil. That's what helped create the big deficit in oil and the bid an oil. So the situation is dire enough that even our economists have trimmed fourth quarter

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