Jeff Currie resurfaces

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Fraser921
Posts: 3014
Joined: Mon Mar 22, 2021 11:48 am

Jeff Currie resurfaces

Post by Fraser921 »

Crude prices to push well past $70-$90 when Fed cuts rates, Carlyle's Currie says

https://seekingalpha.com/news/4081858-crude-prices-to-push-well-past-70-90-when-fed-cuts-rates-carlyles-currie-says
dan_s
Posts: 34648
Joined: Fri Apr 23, 2010 8:22 am

Re: Jeff Currie resurfaces

Post by dan_s »

IEA is still under-estimating oil demand and I believe they are also over-estimating oil supply growth. At the current active rig count, I don't think U.S. oil production will grow as much as IEA is estimating. EIA's forecast for U.S. production growth is lower than IEA's "guess".
Dan Steffens
Energy Prospectus Group
aja57
Posts: 378
Joined: Sun May 29, 2022 10:35 pm

Re: Jeff Currie resurfaces

Post by aja57 »

https://seekingalpha.com/article/4678308-this-iea-oil-market-report-reeks-of-political-motivation
aja57
Posts: 378
Joined: Sun May 29, 2022 10:35 pm

Re: Jeff Currie resurfaces

Post by aja57 »

Looks like Congress is waking up to the IEA BS..
https://twitter.com/ericnuttall/status/1770807620699389967
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