• The Super Charged Capex Cycle with Jeff Currie

  • Jul 16 2024
  • Duración: 47 m
  • Podcast

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The Super Charged Capex Cycle with Jeff Currie

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  • Resumen

  • Is the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponization changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the trading sector and investors? Returning to the HC Commodities Podcast to give his analysis of the commodities markets over the last year, and what the outlook is, is Jeff Currie, now Chief Strategy Officer of Energy Pathways at The Carlyle Group. He is the former Global Head of Commodities Research in the Global Investment Research Division at Goldman Sachs.

    For more on HC Group visit www.hcgroup.global
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