Jeff Currie on Trump, Crypto, Oil Prices, AI Energy Demand

The video discusses the dynamics of the oil market, focusing on the impact of sanctions, OPEC's production plans, and the challenges in US oil production. It compares historical and current oil price trends, highlighting market tightness and low inventories. The discussion extends to investor sentiment, the potential impact of AI on energy demand, and the ongoing energy transition. Finally, it explores investment strategies in real assets amid changing market conditions.

What role does AI demand for energy play in future energy markets?

Explain the relationship between power demand growth and energy supply issues.

What are the three key factors to watch in commodity markets by 2025?

How has the energy transition evolved over the past decades?