Winter Gas Outlook: Cautious Optimism as LNG Steps Up

Winter Gas Outlook: Cautious Optimism as LNG ...

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China Data Signals Clean Tech Shift: Analyst Reaction

China’s latest export data is offering an early glimpse into how higher fossil fuel prices may be reshaping trade in clean energy technology. Shipments of solar products, batteries and electric vehicles rose sharply in recent months, with some of the strongest growth coming from ...  Show more

Wind Power Expands as Competition Heats Up

The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding across the globe. But the picture beneath those headline numbers is increasingly nuan ...  Show more

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The Path Ahead for Natural Gas and Shale
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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
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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
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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.

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No Peak in Sight for Emissions
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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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