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.
EA Forum
A space for global commodities and macro leaders to share their perspectives with EA's global client base. EA Forum features views and analysis from non-EA experts. Opinions and views expressed here are solely those of the author(s), not those of EA Group.
Keep up to date with the latest Energy Aspects insights and subscribe to our YouTube channel.
Recent insights
Stay on top of market-moving dates with Energy Aspects’ free 2026 Canadian Crude Trading Calendar. This essential resource helps market participants plan ahead with key crude oil market dates at a glance. The calendar includes: Physical trade window reference dates Enbridge NOS due dates IEA Oil Market Report (OMR) OPEC Monthly Oil Market Report (MOMR) Download your free copy today and stay ahead of market-moving dates.
The upgraded service gives clients a dynamic view of the global refining system, combining asset data at unit level, operational intelligence, margin analytics
Dr Amrita Sen, caught up with Jeff Currie to discuss disruptions and market denial in the immediate aftermath of the US/Israeli strikes on Iran.
