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Currie Sees Permanent 'Regime Shift' in Oil Market

Bloomberg Markets Monday 02 November 2026, 10:45 UTC 1 min read
Key Points

Nov 2nd, 2026 Currie Sees Permanent 'Regime Shift' in Oil Market Jeff Currie, CEO and founder of Real Macro, says physical oil is pricing in a permanent "regime shift" in energy markets. Speaking to Bloomberg's Abeer Abu Omar at the Adipec conference in Abu Dhabi, Currie explains why Brent is close to $99 a barrel for long-dated contracts, and why the true driver isn't near-term conflict, but an aggressive push toward system-wide energy security and redundancy.

Nov 2nd, 2026 Currie Sees Permanent 'Regime Shift' in Oil Market Jeff Currie, CEO and founder of Real Macro, says physical oil is pricing in a permanent "regime shift" in energy markets. Speaking to Bloomberg's Abeer Abu Omar at the Adipec conference in Abu Dhabi, Currie explains why Brent is close to $99 a barrel for long-dated contracts, and why the true driver isn't near-term conflict, but an aggressive push toward system-wide energy security and redundancy.
Currie Sees (PERSON) Oil Market Nov 2nd (EVENT) Jeff Currie (PERSON) Real Macro (ORG) Bloomberg (ORG) Abeer Abu Omar (PERSON) Adipec (PERSON) Abu Dhabi (LOCATION) Currie (PERSON) Brent (PERSON)
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