Podcast: Move over America, Jeff Currie is bullish Europe
Released earlier for Energy Aspects subscribers, EA Founder and Director of Market Intelligence Amrita Sen sat down with Jeff Currie just before the OPEC+ accelerated unwind decision.
The key points of discussion were:
- Jeff says Capex boom in Europe will rival anything any other country is seeing: tech, defence, and infrastructure spending are all bullish commodities.
- He thinks a recession is coming and the next three to six months will be painful, but is bullish oil and copper at the back of the curve.
- Jeff also believes US shale cannot sustain low prices for three months, neither can OPEC+ and sees tariff policy pivot coming.
Podcast recorded on 8 May 2025
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