Jeffrey Currie
Chief Strategy Officer at Carlyle Energy Pathways and former global head of commodities research at Goldman Sachs, specializing in oil markets and macro energy strategy with deep experience analyzing supply-demand dynamics and price shocks.
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Mar 18, 2026 • 13min
Carlyle Group Chief Strategy Officer of Energy Pathways Jeffrey Currie Talks Oil Markets
Jeffrey Currie, Carlyle Energy Pathways chief strategy officer and former Goldman Sachs commodities head, unpacks the widening split between paper and physical oil markets. He discusses how supply shocks, inventory draws and geopolitical strikes create a volatile rebalancing. He warns of cascading effects on agriculture and global supply chains and why visible shortages could force prices to catch up.
