Shares of energy companies could surprise markets and continue to rise, according to Goldman Sachs' head of commodities research, despite a recent fall in crude prices.
Jeff Currie told CNBC that historically, stocks in the sector have traded at a higher premium to crude oil prices compared to current price levels .
"There is a catch-up game going on between oil prices and ... equities," Currie said Tuesday.
Spot oil prices and energy stocks tend to move in tandem.
OPEC+ has recently hinted it could impose deeper output cuts to spur a recovery in crude prices .