Carlyle’s Currie Says Oil, Metals Markets Are ‘Underinvested’

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Carlyle Group's Jeff Currie believes oil and metals markets are underinvested and have significant upside, contradicting the narrative of oversupply in crude prices.

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

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Oil and metals markets are “substantially underinvested” and have significant upside, said Carlyle Group Inc.’s Jeff Currie, adding the longstanding oversupply narrative weighing down crude prices is overblown.

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Original article published by Bloomberg on February 10, 2026.
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