The Super-Cycle Meets Interest Rates with Jeff Currie

The Super-Cycle Meets Interest Rates with Jeff Currie

What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold.

To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider

To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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Avsnitt(330)

The Long Term Impacts of COVID-19 on the Commodity Markets

The Long Term Impacts of COVID-19 on the Commodity Markets

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2020 has highlighted how trading platforms can protect natural resource producers price shocks and boost earnings through extracting more value from  the products and with better reach into the market...

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Roy makes a compelling argument that all investors should follow the commodities sector and expands on the asset class' role in portfolio theory. Roy was involved in the creation of the first commodit...

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Trump, Biden, and Global Commodities

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Far from being just a domestic US affair, this election promises to be one of the most consequential for the global energy and commodities sector in decades, given the stark differences between the tw...

2 Sep 202047min

Energy Transition, Part Two: Change for Producers, Operating Models and Talent

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Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman For related content and to find out more about HC Group, a search firm ...

20 Aug 202037min

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner

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Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman For related content and to find out more about HC Group, a search firm ...

13 Aug 202033min

The Solar Decade with David Fernandez of Goldman Sachs

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Why the Solar Decade and what will that mean in terms of scale? What are the benefits for generators and investors? Is it geographically restricted by sunbelts? How will the solar decade change the co...

6 Aug 202033min

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