Martijn Rats: Uncertainty for Oil and Gas

The U.S. midterm results could lead to policy changes that worsen the power bottleneck for U.S. data centers. Meanwhile, the outlook for AI chips remains bullish. Our specialists discuss potential challenges and opportunities in the AI buildout.Read more insights from Morgan Stan ...  عرض المزيد

Our Asia Energy analyst Mayank Maheshwari discusses how AI, new factories and cooling systems are boosting electricity demand in Asia and reshaping local power structure.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Ma ...  عرض المزيد

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 ...  عرض المزيد

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 ...