US Energy: The Minerals and Materials at Risk

Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage rates, home prices and sales this year.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: Jim Egan, I see you ...  Show more

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Wa ...  Show more

Le marché des minéraux critiques nécessaires à la transition énergétique a doublé de taille au cours des cinq dernières années. Mais l’offre reste encore concentrée dans les pays déjà dominants, selon un rapport annuel de l’Agence internationale de l’énergie. La concentration de ...  Show more

Christopher Grove, President and Director of Commerce Resources, returns to the show as an expert on the rare earth element market. Electric motors are just one of the many users of rare earth magnets. China accounts for 70% of mining production and 85% of global processing capac ...  Show more

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is. In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of ...  Show more

The growth of electric vehicles has heightened concerns about China's current dominance in lithium-ion batteries. So as part of the Inflation Reduction Act, the US government is spending money and providing tax credits to companies that are attempting to build up a domestic suppl ...  Show more