SmarterMarkets™ Summer Playlist 2025 Episode 3 | Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle
Jul 12, 2025
Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, shares his insights on the geopolitical landscape's transformation post-World War II. He discusses the urgent need for Europe to balance energy security and affordability while diversifying sources. The conversation delves into the MITE framework for Europe's energy future, connections between military strength and economic stability, and the evolving investment landscape. Jeff also highlights the importance of adapting to new narratives and offers summer reading recommendations to inspire understanding of historical context.
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Europe's Shift To Security Focus
- In Europe, fear is now prioritized above greed and compassion in policy making.
- This shift leads to releasing financial constraints, aiming for better security and efficiency outcomes.
Europe's Energy Diversification Strategy
- Europe's energy investment will diversify across renewables, natural gas, and energy storage.
- Improved battery storage is critical to deliver power on demand, enhancing energy security.
Europe's Remilitarization Spurs Innovation
- Europe's remilitarization will trigger massive capital rotation and investment, especially in technology.
- Military spending historically drives innovation; Europe could leap in modern warfare tech.
