Jeff Currie

The Carlyle Group

Senior advisor to Carlyle, where he was chief strategy officer of energy pathways from 2024 to 2026, executive co-chairman of Abaxx Markets, and co-founder of 1947 Oil & Gas. He spent 27 years at Goldman Sachs, leaving in 2023 as global head of commodities research, and coined the phrase 'revenge of the old economy' in 2004 to describe the commodity supercycle that followed years of underinvestment. He now argues the next commodity supercycle has begun, so his calls on oil and the broader commodity cycle are worth tracking.

Unrated

• 8 Predictions
• 0 Right
• 0 Wrong

Current predictions

• Commodities: Jeff is bullish on commodities over the long term. (updated 2026-10-28) Source: AXIOS: "MASSIVE STRIKES" ON IRAN LEADERSHIP & ENERGY INFRASTRUCTURE POST MIDTERMS w/ Jeffrey Currie. Price at prediction: $33.60. -8.2% since this prediction.
• Oil: Jeff is bullish on oil, with no stated time horizon. (updated 2026-10-16) Source: The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. Whe…. Price at prediction: $91.67. -5.8% since initial prediction.
• Energy Stocks: Jeff is bullish on energy stocks, with no stated time horizon. (updated 2026-10-15) Source: Jeff Currie Sees All Oil Market Risks ‘Strictly to the Upside’. Price at prediction: $67.62. -6.3% since this prediction.
• Copper: Jeff is bullish on copper, with no stated time horizon. (updated 2026-09-03) Source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie. Price at prediction: $6.67. -6.1% since this prediction.
• Silver: Jeff is bullish on silver, with no stated time horizon. (updated 2026-09-03) Source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie. Price at prediction: $67.59. -23.4% since this prediction.
• Gold: Jeff is bullish on gold, with no stated time horizon. (updated 2026-09-03) Source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie. Price at prediction: $4,520. -11.7% since this prediction.
• S&P 500: Jeff is bearish on the S&P 500, with no stated time horizon. (updated 2026-07-17) Source: I joined @BloombergTV's @FerroTV and @annmarie to discuss the current energy market and why the abundance illusion is f…. Price at prediction: 7,480 points. -1.9% since this prediction.

Prediction history

• Commodities: 2026-10-28 — Jeff is bullish on commodities over the long term. (source: AXIOS: "MASSIVE STRIKES" ON IRAN LEADERSHIP & ENERGY INFRASTRUCTURE POST MIDTERMS w/ Jeffrey Currie) Price at prediction: $33.60.
• Oil: 2026-10-16 — Jeff is bullish on oil. (source: The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. Whe…) Price at prediction: $99.02.
• Energy Stocks: 2026-10-15 — Jeff is bullish on energy stocks. (source: Jeff Currie Sees All Oil Market Risks ‘Strictly to the Upside’) Price at prediction: $67.62.
• Oil: 2026-09-03 — Jeff is bullish on oil. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie) Price at prediction: $91.67.
• Gold: 2026-09-03 — Jeff is bullish on gold. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie) Price at prediction: $4,520.
• Copper: 2026-09-03 — Jeff is bullish on copper. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie) Price at prediction: $6.67.
• Silver: 2026-09-03 — Jeff is bullish on silver. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie) Price at prediction: $67.59.
• S&P 500: 2026-07-17 — Jeff is bearish on the S&P 500. (source: I joined @BloombergTV's @FerroTV and @annmarie to discuss the current energy market and why the abundance illusion is f…) Price at prediction: 7,480 points.