Jeff Currie

Erik Townsend and Patrick Ceresna welcome Jeff Currie to MacroVoices. Erik and Jeff discuss:

  • Central Bank Demand For Gold
  • Gold Recycling Replacing Dollar Recycling
  • Oil & Copper Markets 
  • Commodity Markets including, Oil, Coffee & Uranium
  • Commodity Super Cycle Driven By CapEx Boom
  • Energy Transition & Decarbonisation 


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Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. He is based in London.

Mr. Currie focuses on conducting analysis of commodity market trends and the evaluation of new investment opportunities across energy markets and the commodity supply chain central to the energy transition.

Mr. Currie is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business. During his nearly three decades at the firm, he became one of the leading commodity market strategists on Wall Street, known for advising clients through the commodity “super cycle” of the 2000s, the shale supply shock of the 2010s, and most recently the twin shocks of the pandemic and the Russia-Ukraine war.

Mr. Currie is a graduate of Pepperdine University and holds a Master of Arts Economics and a PhD in Economics from the University of Chicago.