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May 2022
16m 50s

Goldman’s Currie sees supply constraints...

S&P Global Commodity Insights
About this episode

High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul Hickin about the infancy of what he has been calling a new commodity supercycle and the supply challenges ahead.

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