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Commodities Outlook: Return of the New Oil Order
Making a comeback alongside higher spot prices this year will be the rapid growth in US shale, says Jeff Currie, with new pipeline capacity unlocking supply from the Permian Basin and re-anchoring the market around a fast-cycle, lower-cost New Oil Order. Listen Now
Re-Imagining Big Oils
Michele Della Vigna of Goldman Sachs Research discusses how the transformation from Big Oil to Big Energy can reduce carbon emissions and help contain global warming. Watch Video
Re-Imagining Big Oils
Big Oils have shown tremendous ability to adapt to technological change in their 100+ years of history. Goldman Sachs Research believes it is now strategic that they drive a low carbon transition consistent with the global ambition to contain global warming within 2° C. Read Report
China’s Environmental Initiatives and the Impact on Commodities
China’s environmental initiatives are rippling through the global commodities market. We sat down with Goldman Sachs Research’s Trina Chen who explained why China’s latest policies were a key topic of conversation among the company executives, industry leaders and investors who convened at Goldman Sachs’ Asia Commodities Conference, which was recently held for the first time in Shenzhen. Learn More
A Bull’s Case for Oil
The investment case for oil remains intact through year-end amid rising trade tensions and shrinking global inventories, according to Goldman Sachs Research’s Jeff Currie. Watch Video
A Sea Change for the Global Shipping Industry
The global shipping industry has a sulfur problem. Although the world’s shipping fleet accounts for just 7% of the oil used by the transportation sector, it generates 90% of its sulfur emissions, contributing to respiratory and cardiovascular diseases in humans. With a new cap on marine fuel sulfur emissions set to take effect in 2020, there could be a significant impact across multiple sectors. Watch Video
Oil Investing Enters “The Age of Restraint”
Michele Della Vigna of Goldman Sachs Research explains how oil investing is entering an “age of restraint” and what it means for big oil companies. Listen Now
The New Oil Order: On Hiatus
The shift from a lower-for-longer to a higher-for-now oil price environment is set to continue this year says Goldman Sachs Research’s Jeff Currie, but the “New Oil Order” story isn’t over. Watch Video
Space: The Next Investment Frontier
Noah Poponak of Goldman Sachs Research discusses the investments and innovations at the heart of the new space race on our podcast, Exchanges at Goldman Sachs. Listen Now