Big Debates: The State of the Energy Transiti...

Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan explain why.Read more insights from Morgan Stanley.----- Transcri ...  Show more

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome ...  Show more

The competing trends in the energy transition from 2023 were stark: a looming peak in demand for oil, gas, and coal; a global agreement to transition away from fossil fuels; and an increasingly realistic pathway to triple renewables development. But we also experienced the hottes ...  Show more

As the CEO of one of the largest energy holding companies in the U.S., Lynn Good is leading Duke Energy’s aggressive transition to renewables and net zero emissions. It’s a complex undertaking that involves short-term planning and long-term advances in technology as well as manag ...  Show more

How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ...  Show more

Anger over rising energy costs will eventually force states to allow more natural gas infrastructure to be built in the US, according to one of the nation’s largest producers of the fuel. “We’ve never produced more energy than we’re producing now, but Americans’ energy bills are ...  Show more