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2013 Outlook: Commodities

  • Jeff Currie

    Jeff Currie

    Global Head of Commodities Research, Global Investment Research

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  • Allison Nathan

    Allison Nathan

    Senior Strategist, Global Investment Research

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When you look at the global supply constraints on energy, they were also a constraint on economic growth over the course of the last decade… (The “shale revolution”) takes away this headwind. We're not ready to call it a tailwind, but it does remove the headwind.

- Jeff Currie