PODCAST: Outlook for Global Energy Markets – ...

How are governments redefining energy resilience after Hormuz? EMF 2026's National Policy Panel explored infrastructure security, regional cooperation, strategic redundancy and evolving global supply chains. 

Oil markets face mounting structural pressure as Danial Rahmat says Iran’s Hormuz strategy is increasingly hurting Tehran itself. Zoe Upson highlights extraordinary tanker costs, with freight now driving Gulf trade economics. David Elward warns tightening diesel supplies and reco ...  Show more

The trends, challenges and breakthroughs.Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? And what else lies ahead this year?To find out, host Sylvia Leyva Martinez, prin ...  Show more

In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment opportunities.

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Will new tariff policies derail economic momentum in the US? Does gold have further room to rally in 2025? Will the global easing cycle continue to gain traction in 2025? CIO's Belinda Peeters brings you the latest on this week's market themes. 

A new report by Wood Mackenzie predicts a number of consequences from rising US demand for electricity. Chris Seiple, vice chairman, energy transition and power & renewables of Wood Mackenzie, discusses the findings.