Michael Zezas: A False Choice for Energy...

Our Head of U.S. Public Policy Research Ariana Salvatore explains how U.S.-China tensions, export controls and domestic regulation are reshaping where AI is built, who controls it and what investors should watch.Read more insights from Morgan Stanley.----- Transcript -----Ariana ... Show More

America’s biggest banks are opening more local branches. Our Head of U.S. Large Cap and Mid Cap Banks Research Manan Gosalia looks at the merits of physical locations.Read more insights from Morgan Stanley.----- Transcript -----Manan Gosalia: Welcome to Thoughts on the Market. I' ... Show More

From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal Reserve Chair Kevin Warsh's outlook, and the options ahead.Read more insights from Morgan Stanley.----- ... Show More

Oil and gas majors have long stated their intention to diversify away from fossil fuels and move toward clean energy production. However, in the last few years, many have wound back these plans, shooting for less ambitious targets or returning to their traditional business models ... Show More

Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the ... Show More

<p>Mike sits down with energy trader and correspondent Dan Dicker to unpack the future of renewables and the United States energy policy.</p><br><p>Dan covers how both political parties fail to understand the oil industry, the likely future of nuclear energy, the underappreciated ... Show More

Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization affecting investments in traditional oil and gas projects? In the latest episode ... Show More

<p dir="ltr">President Donald Trump's administration is promising an energy policy overhaul that would fundamentally reshape America's climate and energy policies. Trump and Republican leaders have pledged to pull back from many of the Biden administration's climate actions, incl ... 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

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ... Show More

From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, Executive Vice President of Strategy, Sustainability & Ventures at bp, and Miche ... Show More

David and Helen talk to Jason Bordoff, Dean of the Columbia Climate School and former Special Assistant to Barack Obama, about climate, COP26 and the enormous challenges of the energy transition. How can we balance the need for energy security with the need to wean the world off ... Show More

Oil and gas prices have risen sharply after Russia’s invasion of Ukraine, and as a result many countries have signalled a move towards more renewable energy. One of the challenges for the future will be how to store energy produced by wind and solar power so it can be used at the ... Show More