June 2026Live view →
On the record
last 30 days · 9 positionsoil +1.3 · 3commodity +1.0 · 1Strait of Hormuz +1.0 · 1crude +1.0 · 1energy +1.0 · 1Iran -1.0 · 1Gulf -1.0 · 1
Latest positions
- JCJeffrey Currie ++Bullish on crude Currie sees the recent crude weakness as an overshoot and temporary, with underlying tightness likely to reassert. “The market has likely overshot to the downside.” Open the post This morning, I joined @CNBC and @MorganLBrennan… · 26 Jun
- JCJeffrey Currie ++Bullish on oil He views the current oil market weakness as temporary rather than a shift to a more balanced market. “I would view the current weakness as temporary rather than indicative of a more balanced market.” Open the post This morning, I joined @CNBC and @MorganLBrennan… · 26 Jun
- JCJeffrey Currie ++Strongly bullish on oil Currie thinks the oil market is overshooting to the downside and that pent-up demand will re-emerge in coming weeks, pushing prices back up. “My view is that the market is overshooting to the downside.” Open the post I joined @davidfaber and @SaraEisen @CNBC yester… · 19 Jun
- JCJeffrey Currie ++Bullish on oil Current oil prices are not sustainable and will rise as pre-deal destocking creates pent-up demand after the ceasefire. “these prices are not sustainable as it creates pent-up demand post-deal” Open the post Great to join @BloombergTV and @flacqua this mor… · 16 Jun
- JCJeffrey Currie ++Negative on Iran Uncertainty around the US-Iran ceasefire deal remains high, making its sustainability questionable. “Uncertainty remains high, hence the sustainability of the deal.” Open the post Great to join @BloombergTV and @flacqua this mor… · 16 Jun
- JCJeffrey Currie ++Negative on Gulf Large shippers remain unwilling to bring ships back into the Gulf, showing no change in behaviour. “we haven’t seen a change in behaviour yet with large shippers still unwilling to bring ships back into the Gulf” Open the post Great to join @BloombergTV and @flacqua this mor… · 16 Jun
- JCJeffrey Currie ++Bullish on Strait of Hormuz A potential initial flush of oil out of the Strait of Hormuz could occur in the days and weeks after the ceasefire. “there is a potential initial flush out of oil from the Strait of Hormuz that could happen in the days and weeks after the ceasefire” Open the post Great to join @BloombergTV and @flacqua this mor… · 16 Jun
- JCJeffrey Currie ++Bullish on energy Years of underinvestment have left energy supply chains tight and vulnerable, supporting a constructive view. “Long before Iran, we were already seeing the consequences of years of underinvestment across global energy and commodity supply chains.” Open the post Thank you to @zerohedge for inviting me on to jo… · 2 Jun
- JCJeffrey Currie ++Bullish on commodity Underinvestment across commodity supply chains has tightened physical markets and made them less resilient. “Spare capacity has become increasingly concentrated, inventories remain tight and physical markets are far less resilient than many assume.” Open the post Thank you to @zerohedge for inviting me on to jo… · 2 Jun
Their output
10 in June 2026Sun 31Wed 10 · 2Wed 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Erik Townsend 5 mentions
What they talk about
- oil 6 items
- Iran 4 items
- US 3 items
- ceasefire 2 items
- CNBC 2 items
- Squawk on the Street 2 items
- Iran war 2 items
- Strait of Hormuz 2 items
See what your own voices say about Jeffrey Currie ++, every morning.
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