The Unseen Infrastructure of Innovation Jeff Currie, energy strategist and investor at Carlyle Group, has sparked interest in commodity markets with his recent analysis.
According to Currie, the market may be on the cusp of a new supercycle driven by both AI's rapid growth and its fundamental physical requirements.
The bottlenecks hindering market growth are complex and deeply ingrained. The Iranian conflict has triggered the largest energy supply shock in history, resulting in a staggering loss of over 13.