Macro Finance
Currie Sees Permanent 'Regime Shift' in Oil Market
Bloomberg Markets·November 2, 2026·1 min read
Jeff Currie, CEO of Real Macro, said at the Adipec conference that physical oil is pricing in a permanent 'regime shift' in energy markets. Brent long-dated contracts are near $99 a barrel, driven not by near-term conflict but by a push for system-wide energy security and redundancy, he told Bloomberg.
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