Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Odd Lots
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The Complex Landscape of U.S. Oil Production and ESG Investing
This chapter explores the current state of U.S. oil production, highlighting its limitations in scaling up and the shift in focus from volumetric growth to return on equity. It examines the influence of ESG (Environmental, Social, and Governance) considerations on investment decisions and debates the responsibilities of investors towards fossil fuels and sustainable alternatives. Furthermore, it discusses the implications of energy supply disruptions, especially in China and India, and their effects on the global commodities market.
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