Copper "is the most compelling trade I have ever seen," Carlyle's Jeff Currie said on the Odd Lots podcast. He thinks the metal's massive mismatch in supply and demand could push its price up to ...

Low demand is not to blame for slumping oil prices, Jeff Currie said. The former head of commodities research at Goldman Sachs says politics has kept oil supply high. But with inflation falling, ...

Commodities will be some of the big winners of the data center boom, according to Jeff Currie. The former Goldman Sachs analyst laid out his bull case for four commodities in particular. The assets ...

SINGAPORE — Global markets are severely overplaying an oil supply glut, said Jeff Currie, chief strategy officer of energy pathways at private equity giant Carlyle. Concerns about a supply glut in the ...

Carlyle's Jeff Currie discusses structural underinvestment in commodities, the rotation away from risk-on assets, and the ...

Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes ...

The global framework set in place at the end of World War II is being dismantled, and the U.S. is retreating from the world stage. This will trigger a strategic shift in capital allocation, away from ...

LONDON, Feb 27 (Reuters) - Carlyle CG.O has appointed Goldman Sachs' former head of commodities research Jeff Currie to lead the private equity giant's energy transition analysis, it said on Tuesday.

The global framework set in place at the end of World War II is being dismantled and the U.S. is retreating from the world stage. This will trigger a strategic shift in capital allocation, away from ...