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.
Recent insights
Our experts covers everything from detecting macro-level risks affecting commodities to analysing diverse metals performance and accessing refined options metrics
Stay on top of market-moving dates with Energy Aspects’ free 2025 US Crude Trading Calendar. This essential resource helps traders, analysts, and market participants
This in-depth analysis explores how further cuts to 2025 Capex in Q2 25 earnings, the fall in the US oil rig count, rising gas-oil ratios in the Permian.
