Goldman's Currie Is Bullish on Oil Returns With a 10% Carry

The video discusses the impact of US foreign policy and sanctions on global oil prices and exports, particularly focusing on countries like India and China. It highlights the role of strategic reserves and production capacities in Saudi Arabia and Russia. The discussion also covers market expectations and the influence of US rhetoric on OPEC decisions, concluding with an analysis of investment returns in the oil market.

What factors are influencing the current oil prices according to the discussion?

How do sanctions affect corporate behavior in relation to oil exports?

What role does the Strategic Petroleum Reserve (SPR) play in oil price management?

Discuss the implications of the U.S. becoming a major oil producer on global oil markets.

What lessons can be learned from the soybean market that may apply to the oil market?