Jeff Currie

Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. Mr. Currie focuses on conducting analysis of commodity market trends and the evaluation of new investment opportunities across energy markets and the commodity supply chain central to the energy transition. Mr. Currie is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business. During his nearly three decades at the firm, he became one of the leading commodity market strategists on Wall Street, known for advising clients through the commodity “super cycle” of the 2000s, the shale supply shock of the 2010s, and most recently the twin shocks of the pandemic and the Russia-Ukraine war. Mr. Currie is a graduate of Pepperdine University and holds a Master of Arts Economics and a PhD in Economics from the University of Chicago.

Session Overview

Monday, 4 November

13:00

Finance & Investment Conference Conference Room A 13:00 - 13:30

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The global energy transition: Where are we today and what is next?

Addressing climate change is one of today’s greatest challenges and the need to decarbonize our global economy represents a significant investment opportunity. While there is broad alignment around the need to replace fossil fuels with low carbon energy sources, there is complexity and misalignment from policymakers, capital providers and corporates around what actions are required to achieve the energy transition and how fast we get there. How are governments directing capital to this need? How do we decarbonize traditional energy companies and transition them into the energy companies of the future in a way that facilitates growth and enhances enterprise value?

Attendee insights:

Hear from Jeff Currie, a globally renowned expert on energy and commodity markets, and his firm Carlyle, a leading investor in traditional and renewable energy, discuss the investment opportunities resulting from the global energy transition.

14:05

Strategic Conference Conference Room B 14:05 - 14:25

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The new investment horizon

In 2023, global investment in the energy transition reached a record US$1.8 trillion, a 17% increase from the previous year. However, approximately US$4.8 trillion in annual investments is still needed to achieve transition targets. Similarly, global private investments in AI between 2013 and 2023 totalled US$1.3 trillion. These substantial financial commitments reflect the transformative impact both will have. They are poised to transform sectors ranging from heavy industries to food, healthcare, and finance, but could exacerbate existing inequalities in terms of access and sustainable growth. What are the investments being made in these two sectors, and how are public and private investors adapting their investment strategies?

Attendee insights:

Major public and private investors will shed light on the current and future investment trends in AI and energy, and what is driving their investment strategies, elaborating on the opportunities and challenges in these sectors.