Martijn Rats: Uncertainty for Oil and Gas

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.Read more insights from Morgan Stanley.----- Transcr ...  Show more

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

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

For decades, the global centre for oil trading has been Geneva, Switzerland. But Russia’s war in Ukraine changed that. Sanctions have made it harder for western traders to move Russian oil. Now, traders are flocking to a new trading hub that has no restrictions on oil from Rus ...

High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul H ...  Show more

The Russian state-owned energy giant Gazprom has indefinitely closed its Nord Stream 1 gas pipeline to Europe. It says an oil leak on a turbine is to blame, claiming sanctions are holding up regular maintenance work. But the EU says this is just a pretext. Our Brussels Correspond ...  Show more