Carlyle's Currie Says Show Me the Oil Glut

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Carlyle Group's Jeff Currie believes the oil and metals markets are underinvested and have significant upside, contradicting the notion of an oil supply glut.

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Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
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90%
Time Horizon
Short Term

Article Context

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The Carlyle Group's Jeff Currie says the oil and metals markets are “substantially underinvested” and have significant upside. “If you are having to scrape the data to find evidence of the glut, it is not an oil supply glut,” Currie said on "Bloomberg The Close." (Source: Bloomberg)

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Original article published by Bloomberg on February 10, 2026.
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