Jeffrey Currie ++

Latest positions

• JCJeffrey Currie ++Very high risk on energy Sees the global energy crisis as severe and broad, with disruption across multiple corridors and bottlenecks. “The global energy crisis that we’re in the midst of goes well beyond the Strait of Hormuz” Open the post I joined @FerroTV and @annmarie on @Business ear… · 15 Oct
• JCJeffrey Currie ++Very high risk on futures Warns that futures markets are not functioning properly, undermining price discovery and risk management. “If the futures market isn’t operating as it should, investment is impacted, behaviours change, people fail to price risk accurately” Open the post I joined @FerroTV and @annmarie on @Business ear… · 15 Oct
• JCJeffrey Currie ++ · on the show, speaker unnamedBullish on AI Speaker 01 sees an inflection point in America where bringing AI to bear on industries like coal makes them more efficient. ▶ 6:39 How AI and Computer Vision Drive Underground Coa… · 28 Sept
• JCJeffrey Currie ++Strongly bullish on Gulf barrels Currie argues mature Gulf barrels are systematically underpriced and he intends to buy many more. “Mature Gulf barrels are systematically mispriced. We intend to own a lot more of them.” Open the post Proud to be co-founder of @1947plc, now live on … · 28 Sept
• JCJeffrey Currie ++Strongly bullish on 1947 Oil & Gas Plc Currie presents his newly listed company as cheap, with $346m of 2P PV10 against a $65m acquisition cost, debt free and cash flowing. “US$346m 2P PV10 vs US$65m acquisition cost. Debt free, unhedged, cash flowing from day one.” Open the post Proud to be co-founder of @1947plc, now live on … · 28 Sept
• JCJeffrey Currie ++Bullish on Gulf of America fields Currie expects the acquired Gulf of America fields to generate cash from day one and to be added to. “First deal: 11 producing Gulf of America fields.” Open the post Proud to be co-founder of @1947plc, now live on … · 28 Sept
• JCJeffrey Currie ++Strongly bullish on commodities Currie expects commodities to keep rising, driven by scarcity and currency debasement, and says investors need to own them. “This is why you need to own commodities.” Open the post Thanks to @BloombergTV and the @BSurveillance te… · 11 Sept
• JCJeffrey Currie ++Strongly bullish on Quantix Commodity Index Currie highlights the Quantix Commodity Index as the best-performing asset class of the year and decade. “The Quantix Commodity Index is up 48.5% YTD - the best-performing asset class of the year.” Open the post Thanks to @BloombergTV and the @BSurveillance te… · 11 Sept
• JCJeffrey Currie ++Sharply rising on structural inflation Currie expects higher structural inflation driven by years of underinvestment in supply and hard-asset delivery capacity. “We are dealing with higher structural inflation after years of underinvestment in the ability to supply and deliver hard assets.” Open the post Thank you to @KellyCNBC and the @CNBCTheExchange… · 10 Sept
• JCJeffrey Currie ++Strongly bullish on non-energy complex Currie expects more record highs across the non-energy commodity complex. “we're going to see more highs across the non-energy complex” Open the post We’re in a critical situation right now - there’… · 8 Sept
• JCJeffrey Currie ++Sharply rising on headline CPI index Refined product prices will soon push the headline CPI index higher. “That will hit the headline CPI index very soon.” Open the post We’re in a critical situation right now - there’… · 8 Sept
• JCJeffrey Currie ++Sharply rising on inflation number Rising wheat and corn prices will feed into the headline inflation number. “Again, that will hit the headline inflation number.” Open the post We’re in a critical situation right now - there’… · 8 Sept