Winter Gas Outlook: Cautious Optimism as LNG Steps Up

Winter Gas Outlook: Cautious Optimism as LNG ...

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How Climate Risk Flows From Insurance to City Budgets

Climate adaptation is increasingly a matter of financial resilience, not just physical protection. Across the US, climate risk is filtering into rising insurance costs, shifting property values and heavy reliance on property tax revenues, exposing some cities and counties to moun ...  عرض المزيد

Beyond the Chip: Rewiring Data Center Supply Chains

As AI drives a new wave of data center expansion, the focus is shifting from chips to the infrastructure that powers and cools them. Denser AI workloads are accelerating the move toward liquid cooling, higher-capacity electrical equipment and new power architectures, putting pres ...  عرض المزيد

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The Path Ahead for Natural Gas and Shale
Thoughts on the Market

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here’s what to expect in 2024.


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Welcome to Thoughts on the Market. I'm Devin McDermott, Head of Morgan Stanley's North American Energy Researc ...

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Middle East promotes compatibility of energy security and energy transition
Energy Evolution

Gulf countries attending the ADIPEC conference in October made it clear that oil and gas will be needed for decades to come, and the region has the least carbon-intensive barrels to fuel a global economy seeking to lower its emissions. How does this play against the United Nat ...

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How Russia Engineered the Perfect Gas Crisis
Geopolitics Decanted with Dmitri Alperovitch

Dmitri Alperovitch talks with  energy markets and russian oil and gas sector expert Sergey Vakulenko (formerly with Gazprom Neft, Royal Dutch Shell and IHS Markit) about how Russia is engineering an energy crisis in Europe, with spillover effects all over the world.

Top ...

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No Peak in Sight for Emissions
Energy Gang

EIA and IEA are out with projections for emissions and fossil fuel consumption. And they don’t look good. 

On our current policy trajectory, there is no peak in sight, <a href="https://www.eia.gov/pressroom/releases/press487.php" rel="noopener noreferrer" target="_b ...

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