Goldman's Currie Sees Oil Benefiting From Green Spending

The transcript discusses market speculation and positioning in commodities like oil, copper, and agriculture, highlighting that current positions are historically light. It explores the role of green capital expenditure (capex) in economic stimulus and its impact on markets, drawing parallels with historical projects aimed at solving income inequality. The discussion also covers oil demand forecasts, including the potential return of Iranian oil and the expected rebound in jet demand due to summer travel, suggesting tight market conditions.

What is the projected jet demand in the US compared to 2019 levels?

What is the expected oil demand by November according to the text?