Goldman's Currie sees supply constraints extending oil price boom

Goldman's Currie sees supply constraints exte...

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Why food inflation is no longer just about supply and demand

The next phase of food inflation may be determined as much by energy policy and geopolitics as by crop yields. In this episode of Platts Commodities Focus podcast, the S&P Global Energy news team explores the structural forces reshaping agricultural markets, from tightening globa ...  عرض المزيد

El Nino and agriculture: How are Asian rice markets navigating the weather risks?

The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather volatility driven by a strong El Nino is spotlighting supply security, price trends, and export flows ac ...  عرض المزيد

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Why oil and gold prices could keep rising
Exchanges

Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices. Learn mo ...  عرض المزيد

Navigating volatility, supply shock ahead?, and the rate hike debate
The Exchange

Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He ...  عرض المزيد

The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
Exchanges

In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets. Learn m ...  عرض المزيد

World gas prices surge
Business Daily

Today small energy firms among those struggling to stay afloat as world gas prices spiral. Ed Butler hears from Peter McGirr, who runs Green energy, a UK gas and electricity firm supplying about a quarter of a million households. Higher energy prices could lead to all types of ad ...  عرض المزيد