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.