Special Episode: The Texas Grid and the Futur...

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Show more

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ...  Show more

The year is quickly coming to a close and there’s a lot going on in the world of energy. 

On this episode of the Energy Gang, host Ed Crooks is joined for the first time by Jackie Forrest of the ARC Energy Research Institute and returning guest Robbie Orvis of Energ ...

What do a coal shortage in China, a cold winter in Europe and oil's rally to a three-year high have in common? Herman Wang, managing editor at S&P Global Platts, joins co-hosts Mustafa Alrawi and Kelsey Warner this week to answer that, and what to expect going forward.   They ...  Show more

On today’s show we are talking about what is happening in the world of energy. There are so many moving parts right now that it’s hard to make sense of what is going to happen to energy prices, and oil prices in particular.

At a time when much of Europe has been sweltering in record temperatures, it feels like a stark contrast to be worrying about winter.

These are very worrying times for Europeans, because of deep uncertainty over what will happen to the import of Russi ...