Martijn Rats: The 2023 Global Oil Outlook

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 ...  Afficher plus

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 ...  Afficher plus

In the final episode of the Oil Markets podcast for 2023, S&P Global Commodity Insights crude and refined products directors Joel Hanley and Richard Swann round up the biggest events and trends of the year. 

They provide an across-the-b ...

Shareholders and courts pile pressure on the oil majors. Amid falling demand for oil and targets to cut carbon emissions, what role if any do companies like ExxonMobil and Shell have in a decarbonised world? Manuela Saragosa speaks to Aeisha Mastagni from the California State Tea ...  Afficher plus

After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week.

We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly incr ...