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Goldman Sachs Exchanges chevron_right

As China reopens, what’s ahead for commodities in 2023?

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Jan 24, 2023
Guest
Jeff Currie
26:56
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1
Introduction
00:00 • 4min
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2
Commodity Outlook for 2023
03:38 • 3min
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3
Is Demand Rebound a Coupling of COVID?
06:24 • 2min
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4
Is the Energy Crisis Over?
08:49 • 4min
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5
Russian Oil Production Holds Up Better Than Expected
12:26 • 2min
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6
OPEC's Pricing Power Is the Strongest It's Ever Been
14:26 • 2min
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7
Why Aren't We Seeing More Investment?
16:00 • 2min
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8
Esg
17:52 • 2min
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9
Is the IRA a Game Changer?
19:50 • 2min
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10
The Green Metals, Copper, Aluminum, Nickel, Silver, and Cobalt Are the Big Six
21:53 • 2min
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11
Commodities - The Best Hedge Against Inflation
23:44 • 2min
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12
Exchanges at Goldman Sachs Podcast
25:19 • 2min
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Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs, Jeff Currie, global head of commodities research, explains why commodities are poised to outperform. 

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