Goldman's Currie: 'Definitely' Bullish on Oil Come Next Spring

The video discusses the uncertainty in oil prices due to global demand factors, including China's COVID situation and OPEC's response. It highlights the potential impact of China's economic reopening on oil demand and the broader commodity market. The discussion also covers supply constraints, underinvestment in oil, and the need for a transition to green energy. The concept of a commodity super cycle is explored, emphasizing the need for significant investment. The video concludes with an analysis of market dynamics, currency impacts, and company performance, particularly Exxon and Microsoft.

What are the expected consequences of the supply constraints mentioned in the text?

How does the speaker describe the relationship between investment in hydrocarbons and the energy transition?

In what ways does the speaker suggest that the current commodity cycle is similar to those of the past?