Macroeconomic Insights: The New Oil Order Making Sense of an Industry’s Transformation

The shale revolution in the United States has dramatically altered the global energy landscape. Three members of Global Investment Research at Goldman Sachs – Jeff Currie, global head of Commodities Research; Dominic Wilson, chief markets economist; and Michele Della Vigna, co-head of European Equity Research – discuss how the falling price of oil affects countries, corporates and consumers.