Jeff Currie, chief strategy officer of Carlyle Group’s Energy Pathways and veteran commodities analyst, says OPEC+ has "plenty of room to restart supply in April." Amid this week’s news on Chinese AI start-up DeepSeek, Currie says energy demand for artificial intelligence is yet to come as markets weigh the implications of the global race for AI supremacy. "Even 2-3% of growth in power demand [in Europe and the US] is enough to start to create a serious problem," he says. Currie appears on "The Pulse with Francine Lacqua" on Bloomberg TV.
Chapters:
00:00:00 – Currie on Trump’s oil and gas policy, tariffs, OPEC
00:03:58 – Currie on oil market outlook
00:05:46 – Currie on AI energy demand, crypto, cloud-computing
00:07:39 – Currie on global energy infrastructure, commodities market
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