Jeff Currie
Jeff Currie is the Chief Strategy Officer of Energy Pathways at The Carlyle Group, one of the world’s leading private equity firms. In this role, he leads strategic analysis of global commodity markets, evaluating investment opportunities across energy, natural resources, and the commodity supply chains that underpin the global energy transition. A highly respected economist and thought leader, Currie is widely regarded as one of the most influential commodity strategists on Wall Street over the past several decades. Prior to joining Carlyle, he spent nearly 30 years at Goldman Sachs, where he served as Global Head of Commodities Research and played a central role in building the firm’s commodities franchise. During his tenure, he advised institutional investors through major market inflection points, including the commodity supercycle of the 2000s, the U.S. shale supply shock of the 2010s, and the pandemic-era disruptions and geopolitical energy shocks triggered by the Russia–Ukraine war. Currie is best known for his ability to connect macroeconomic forces, geopolitics, and supply-demand dynamics, helping investors understand how structural shifts in energy and commodities shape long-term capital allocation and global economic outcomes.
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
WALL STREET & MARKET IMPACT
Jeff Currie is widely regarded as one of the most influential energy and commodities analysts on Wall Street over the past several decades.
He rose to prominence in the early 2000s after accurately forecasting the commodity supercycle and oil prices surpassing $100 per barrel, a call that cemented his reputation as a leading macro-commodity strategist.
Known for his often bullish and data-driven outlook, Currie has repeatedly demonstrated an ability to anticipate major market inflection points, including correctly predicting the sharpest gold price decline in three decades in 2013, days before it occurred, and forecasting Brent crude prices reaching approximately $65 in late 2021.
His expertise spans commodity market dynamics, corporate risk management, strategic asset allocation, and both short- and long-term commodity investment strategies.
In recognition of his influence, Currie was selected in 2003 by the U.S. House Energy and Commerce Committee as one of the nation’s leading voices in gas and energy markets.
GOLDMAN SACHS
Currie spent nearly three decades at Goldman Sachs, where he served as Global Head of Commodities Research within Goldman Sachs Global Investment Research (GIR).
In this role, he played a central part in building the firm’s commodities franchise and overseeing research on energy, metals, and agricultural markets.
His work focused on commodity supply-demand fundamentals, risk management frameworks, and portfolio construction across institutional investment strategies.
Under his leadership, Goldman Sachs’ commodities research team was consistently ranked number one by institutional investor surveys, reflecting its influence across global markets.
MEDIA PRESENCE & THOUGHT LEADERSHIP
Currie is a widely cited authority on energy markets, commodities, macroeconomics, and emerging asset classes, including digital assets.
He is a frequent commentator on Bloomberg, CNBC, and Sky News, and his insights have appeared in leading publications such as Financial Times, Fortune, Reuters, Business Insider, MarketWatch, Yahoo! Finance, and more.
Beyond media engagement, Currie has advised government agencies in the United States, European Union, and Russia on energy and commodity-related matters.
Earlier in his career, he worked as a consulting economist at Ernst & Young and Economic Insight, Inc., specializing in energy markets and applied microeconomic analysis.