Strong Source Episode 23 with Daan Struyven
Apr 25, 2025
Daan Struyven, Co-Head of Commodities Research at Goldman Sachs, shares his wealth of knowledge on the evolving commodities landscape. He discusses the accelerating demand for gold as a safe investment amid rising geopolitical tensions. The conversation dives into the future of oil and renewables, predicting a peak in oil consumption by 2034. Struyven also explores the unpredictable nature of black swan events and their economic effects, offering sage advice for future commodities professionals on the importance of research and adaptability.
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Daan's Career Path to Commodities
- Daan Struyven transitioned from economics PhD studies at MIT to commodities research at Goldman Sachs driven by passion for economics and high energy teamwork.
- His path reflects a choice for practical impact and dynamic environment over academia.
Goldman's Commodities Franchise Role
- Goldman Sachs commodities franchise integrates risk management, physical trading, and structured finance globally.
- Their client insights help overcome imperfect commodity data, enriching market understanding significantly.
Goldman's Research Focus Areas
- Goldman research prioritizes energy, base metals, precious metals, and portfolio integration for its research focus.
- This focus leverages deep expertise while addressing the most impactful markets for clients.