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
Watch the podcast
Please fill in your contact details to access
podcast.
Related insights
We are excited to announce the acquisition of TankWatch, a leader in crude oil storage intelligence.
Energy Aspects is proud to announce that it has been named Commodity Research House of the Year at the Energy Risk Awards 2025.
Three-month delay reduces our commercial crude builds from 0.6 mb/d to 0.1 mb/d; longer delay would remove builds entirely.
