Jeff Currie
Jeff Currie is a renowned economist and Chief Strategy Officer of Energy Pathways at The Carlyle Group, the private equity giant. In his role, he 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. Currie is among the most prominent Wall Street analysts in recent decades. He 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.
Jeff Currie Professional Experience / Academic History
Professional Experience
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Chief Strategy Officer of Energy Pathways
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Global Head of Commodities Research, Global Investment Research
Academic History
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Ph.D., Economics
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M.A., Economics
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B.A., Economics
EXPERTISE
Currie is a renowned economist and global thought leader in commodities research.
He rose to prominence during the 2000s by forecasting the commodity super-cycle and oil spiking above $100 a barrel.
He has also been labeled a "maverick" for making bold calls that 'pack a punch'.
As Global Head of Commodities Research, he was responsible for conducting research on commodity market dynamics in the context of corporate risk management programs, short and long-term commodity investment strategies and asset allocation.
He was a member of the GIR Client and Business Standards Committee, Growth Markets Executive Group and Macro Executive Committee.
He was European co-head of Economics, Commodities and Strategy Research from 2010 to 2012.
Under his leadership, Goldman Sachs GIR's commodities research team has been ranked number one.
MARKET PREDICTIONS
In 2003, he was selected as one of the 8 leading gas and energy executives by the U.S. Senate House energy and Commerce Committee.
He correctly foresaw the biggest decline in the price of gold for three decades, in 2013, two days ahead of the crash.
He predicted Brent prices to reach $65 in the last quarter of 2021.
EARLY CAREER
Prior to joining Goldman Sachs, he taught undergraduate and graduate level courses in microeconomics and econometrics at The University of Chicago and served as the associate editor of Resource and Energy Economics
He has advised government agencies in the US, European Union and Russia. He also worked as a consulting economist, specializing in energy and other microeconomic issues at Ernst & Young and Economic Insight, Inc.
HONORS & RECOGNITIONS
2020 World's Most Followed Energy Guru, The Daily Telegraph
MEDIA & PUBLICATIONS
Currie has been featured or quoted in various financial media outlets and publications.
He is a regular commentator on commodity markets and cryptocurrency, featuring on Sky News, Bloomberg and CNBC.
He has also appeared in Financial Times, Fortune, Yahoo! Finance, Business Insider, MarketWatch, Reuters, and more.