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> **Jeff Currie**: "In my latest paper, co-authored with [James Gutman](https://www.linkedin.com/in/james-gutman-bb706689/), we examine how vulnerabilities in key transit routes such as the Strait of Hormuz could reshape supply expectations, shift risk premia, and affect broader macro conditions. Incremental production elsewhere offers only partial offsets, and structural geopolitical pressures will persist." "Oil…
> "*We've weaponized the periodic table.*" - Jeff Currie (Discussing deglobalization and the curtailing of critical mineral supply chains) [[00:06:18]](https://www.youtube.com/watch?v=uhpECa_XaBA&t=0h6m18s) > "*Anything that has a carbon hydrogen into it have really struggled... What do these organic chemistry commodities all have in common? Affordability. They drive inflation.*" - Jeff Currie (Explaining the…
Jeff Currie: "In my latest paper, co-authored with James Gutman, we examine how vulnerabilities in key transit routes such as the Strait of Hormuz could reshape supply expectations, shift risk premia, and affect broader macro conditions. Incremental production elsewhere offers only partial offsets, and structural geopolitical pressures will persist." "Oil…
"We've weaponized the periodic table." - Jeff Currie (Discussing deglobalization and the curtailing of critical mineral supply chains) [00:06:18](https://www.youtube.com/watch?v=uhpECa_XaBA&t=0h6m18s)
"Anything that has a carbon hydrogen into it have really struggled... What do these organic chemistry commodities all have in common? Affordability. They drive inflation." - Jeff Currie (Explaining the…
Jeff Currie, formerly the head of commodities research at Goldman Sachs and now at Carlyle, provides a macro-thematic framework explaining why we have entered a new "physical capex super-cycle" where the "Old Economy" (commodities, manufacturing, and infrastructure) is reasserting its dominance over the "New Economy" (asset-light tech and financial services).
**1. The Central Thesis: The Physical Capex…
