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The Latest Breaking News from Jeff Currie

Data Center Stock Alert: Trump’s Aluminum and Steel Tariffs Are VERY Bad News for This Company

As Trump’s steel and aluminum tariffs put data center growth at risk, this data center stock could take a major hit.

Copper Prices Are A Can't-Miss Bet; Why Power-Hungry AI, EVs Will Fuel FCX, TECK

Copper Prices Are A Can't-Miss Bet; Why Power-Hungry AI, EVs Will Fuel FCX, TECK

China is weighing on copper prices, but surging demand for AI and electric vehicles and looming supply shortfalls should make FCX and TECK big winners.

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'Copper is the new oil,' and prices could soar 50% as AI, green energy, and military spending boost demand, top commodities analyst says

'Copper is the new oil,' and prices could soar 50% as AI, green energy, and military spending boost demand, top commodities analyst says

"But I go back to the 2000s, I was bullish on oil then as I am on copper today."

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‘Everybody’s going to be green again with inflation back down’: Ex–Goldman commodities guru says environmentalists ‘unwilling to pay for their politics’

Oil prices fell over the past two years as governments shifted away from green policies, but that may be coming to an end, according to Jeff Currie.

3 Energy ETFs Recommended for Sustainable Returns

Robust global demand for oil and gas and tighter supplies presents a promising outlook for the energy sector. Amid this backdrop, it could be wise to invest in top energy ETFs First Trust Natural Gas ETF (FCG), iShares U.S. Oil & Gas Exploration & Production ETF (IEO), and iShares Global…

‘There’s not much evidence out there of a recession’ and that means more to gas up your car as oil prices are primed for a new ‘supercycle,’ Goldman Sachs says

Jeff Currie, head of global commodities research at Goldman Sachs, believes oil prices will surge 16% this year to $86 per barrel.

OPEC+ pricing power is ‘higher than it’s ever been’ after oil cuts, Goldman Sachs says

Oil-producing allies approved another oil production cut that could deal damage to the West.

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Oil Prices Rebound Ahead Of Massive Supply Chain Shift

Oil Prices Rebound Ahead Of Massive Supply Chain Shift

OPEC+ meets on Sunday. U.S. oil prices and oil-related stocks edged lower Friday.

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