Tag
#Jeff Currie
Commodities
Oil market 'tank bottoms' in Asia signal Europe is next
Oil market shortages are spreading from Asia to Europe as inventories thin and jet-fuel users feel the squeeze before futures do.
By Reza Najjar
Commodities
Australia LNG Reservation Extended to Existing Export Contracts
Australia is extending its LNG domestic reservation requirement to cover existing export contracts, escalating government intervention in energy markets as the Iran war keeps global supply fears at the top of policy agendas.
By Reza Najjar
Commodities
Currie cools on gold but keeps broader commodity bull case
Jeff Currie sees near-term downside for gold from higher yields and a firmer dollar even as supply risk keeps his broader commodity bull case intact.
By Reza Najjar
