Fuel for Thought: Rising Tide of LNG May Beco...

The US energy transition has hit an inflection point. Electricity generation reached a 20-year high last year, as renewables and energy storage accounted for 90% of new capacity additions. Energy-transition investment reached a record $378 billion, and more electric vehicles were ...  Show more

Private capital is reshaping the energy transition. Once a niche corner of finance, private markets now manage tens of trillions of dollars globally, with a growing share directed toward clean energy strategies What sets this capital apart is not just scale, but structure: real a ...  Show more

Oil producers waste a lot of natural gas. Last year they flared 150 billion cubic meters of associated gas into the atmosphere, equivalent to about half the global carbon emissions of aviation over a 30-year period. So why are oil producers burning a valuable commodity like gas? ...  Show more

With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil.

Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malac ...

While oil and gas prices generally move in similar directions, their current situation has deviated from market norms.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist. ...

The world is grappling with the need to hit the global Net Zero by 2050 target which means the net amount of greenhouse gases emitted into, and removed from, the atmosphere is zero by that date. All the while providing safe, secure and affordable energy for citizens. A tug of war ...  Show more