Jeff Currie

Jeff Currie is one of the world's most influential commodities strategists, best known for his two-decade tenure as head of commodities research at Goldman Sachs. Over that time, he built a reputation for thinking about raw materials not as a trading category but as a lens on the global economy, tracking how capital, geopolitics, and physical supply interact at a structural level. His calls on commodity supercycles, energy transition, and the mispricing of real assets have made him a reference point for institutional investors navigating an increasingly fragmented world. Since leaving Goldman, Currie has continued developing the frameworks that define his outlook: HALO, which identifies heavy physical infrastructure as a durable asset class resistant to technological disruption; the New Joule Order, which reframes the energy transition around security of supply rather than cost or climate targets; and peak oil trade, his thesis that cross-border fossil fuel flows reached their high-water mark in 2017 and have been structurally declining since. His central argument, that the digital economy is more dependent on scarce physical commodities than markets currently price, sits at the heart of everything he writes and says.

Most recently, Currie has co-founded 1947 Oil & Gas Plc, named after the first offshore well drilled beyond the sight of land in the Gulf of Mexico, alongside natural resources investor and former Cove Energy Plc director Ivan Murphy. The company's first move has been to agree to acquire Gulf of Mexico producer Renaissance Offshore LLC, signalling Currie's conviction in his own theses by stepping from analysis into ownership.