The "global oversupply myth" and return of the old economy

Energy Aspects Founder and Director of Market Intelligence, Dr Amrita Sen, caught up with Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle and Non-executive Director at Energy Aspects. In this episode:

Jeff unpicks the “global oversupply myth” and says rotating out of tech means a big commodity rally as the old economy returns.
He explains why commodity traders shouldn’t obsess on data, which leads them to miss opportunities and eventually get stopped out.
Jeff also gives listeners a sneak peek into his own portfolio, while detailing his views on precious metals, equities and AI.

This podcast was first released for subscribers on 17 February 2026.

Low stocks and China's return put a floor under crude

Low stocks, slowing SPR releases and China's return put a floor under crude

August 13, 2026

Our Kayrros inventory data show global crude stocks far below pre-conflict levels, with SPR releases slowing and Chinese buying recovering.

Yen and Yang: Treasury Finds Rare Victory in Japan FX Gambit

Yen and Yang: Treasury Finds Rare Victory in Japan FX Gambit

August 12, 2026

Oil, gas ¯ro market insights: Hormuz deal nears, Qatar LNG risks EU winter supply, Fed hike expected ¥n intervention marks rare Treasury win.

Kayrros LNG intelligence

How satellite data flagged Pluto LNG’s early start-up

July 31, 2026

Our thermal imagery flagged Pluto Train 2’s faster commissioning weeks before Woodside’s Q2 26 report confirmed the same milestones.