Goldman Sachs Exchanges

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

May 25, 2023

30:10

Episode guests

Jeff Currie

AI Chapters

Episode notes

Introduction

2min

The Great D-Stocking

3min

China's Weakness Is Derailing the Bullish Story

4min

The Global Manufacturing Cycle

3min

The Supply Side of OPEC's Cuts

4min

The June 4th OPEC Plus Meeting

4min

The Upside of Oil Prices in the Summer

3min

The Risks of a Recession

2min

Gold and the Fed's Recession Fears

2min

10.

The Commodity Markets Tell Us About the Economy and Its Outlook

2min

11.

Goldman Sachs Exchanges: The Markets

2min

Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given solid fundamentals and overall demand, explains Jeff Currie, global head of commodities in Goldman Sachs Research.

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