Page 1 of 1
Jeff Currie resurfaces
Posted: Wed Mar 20, 2024 6:27 pm
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
Re: Jeff Currie resurfaces
Posted: Wed Mar 20, 2024 6:43 pm
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".
Re: Jeff Currie resurfaces
Posted: Sat Mar 23, 2024 1:18 pm
by aja57
https://seekingalpha.com/article/4678308-this-iea-oil-market-report-reeks-of-political-motivation
Re: Jeff Currie resurfaces
Posted: Sat Mar 23, 2024 1:28 pm
by aja57
Looks like Congress is waking up to the IEA BS..
https://twitter.com/ericnuttall/status/1770807620699389967