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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
Macroeconomic Insights
2013 Outlook: Commodities
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2013 Outlook: Commodities [4:14]
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The “Shale Revolution” [5:19]
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2013 Outlook: Commodities
Jeff Currie, global head of commodities research in Global Investment Research (GIR) at Goldman Sachs, talks with senior strategist Allison Nathan about GIR’s 2013 commodities price outlook.
The “Shale Revolution”
Jeff Currie and Allison Nathan of Global Investment Research discuss the economic implications of the “shale revolution” in the United States and globally.