Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable

The Trevor Rose Podcast · Aug 20, 2026 · 51m

(Recorded August 13, 2026).

This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global investment firm with ~$485 billion under management.

Mr. Currie is also Executive Co-Chairman of Abaxx Markets, a co-founder and non-executive director of 1947 Oil & Gas, a director of Borr Drilling, and Chair of the Advisory Group at the Energy Policy Institute at the University of Chicago.

Mr. Currie is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business.

During his nearly…