Goldman's Currie sees supply constraints exte...

India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydrogen and ammonia for both domestic industrial use and large-scale exports to buy ...  Show more

Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El Niño in Australia are all in focus. At the same time, Black Sea new-crop wheat is ...  Show more

Sentiment suggesting continued bearishness in the crude complex is being challenged by the potential for a tightening market in the second half of the year. Russia continues to be a wildcard and concerns are rising over Iran, just as Chinese demand looks to shoot back, OPEC seems ...  Show more

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 ...  Show more

As the conflict between Russia and Ukraine continues to unfold, implications for the oil and gas sector in Europe are beginning to take shape.

Important note regarding economic sanctions. This research references country/ies which are generally the subject ...

Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: Rob Haworth Senior Investment Strategist US Bank Discussing rise in oil after the International Energy Agency and OPEC boosted their forecasts for crude demand.

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