“I want to emphasize: Demand destruction or demand slowdowns is not a fix to this problem,” Jeff Currie, global head of commodities at Goldman Sachs, said last Thursday. “There is only one long-term fix to this problem, and that is investment — harnessing large amounts of capital into this space to de-bottleneck it … And, at this point in the game, we still don’t see large-scale investment.”
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