Martijn Rats: Uncertainty for Oil and Gas

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from companies.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, M ...  Show more

Our U.S. Consumer Finance Analyst Jay Bacow and our Co-Head of Securitized Product Research Jay Bacow explain why AI can transform the way Americans shop for, manage and refinance their mortgages.Read more insights from Morgan Stanley.----- Transcript -----Jeff Adelson: Welcome t ...  Show more

The European Union's decision on 24 June to target Russian shipping company Sovcomflot in its latest round of sanctions comes as ship tracking data shows a 5% monthly increase in seaborne crude oil exports through June.
With changes to Russian crude and oil product expor ...

The Ukraine invasion is forcing the European Union to completely rethink its energy policy. Tamasin Ford asks how easily the continent could wean itself off Russian fossil fuels. After all, Europe's oil and gas purchases from Russia helped to fund this war in the first place, acc ...  Show more

Gas supplies from Russia have been significantly reduced due to the war in Ukraine. OPEC has announced oil production cuts and both Europe and the U.S. have stubbornly high inflation that central banks are trying to control. With winter fast approaching, what impact will that ...

Sanctions, energy supplies, cyber-attacks - how bad could the economic fallout be if the situation in Ukraine spirals out of control?How likely would Russia be to simply cut the gas supply off to Europe in the middle of winter for example? Ed Butler asks Jane Collin, editor of th ...  Show more