logo
episode-header-image
May 2022
7m 12s

Energy: European Power Prices Continue t...

MORGAN STANLEY
About this episode
While the war in Ukraine has had an effect on the current pricing in European energy markets, there is more to the story of why high prices could persist for years to come. Chief Cross-Asset Strategist Andrew Sheets and Head of European Utilities and Clean Energy Research Rob Pulleyn discuss. 
Up next
Yesterday
What’s Driving U.S. Growth in 2026
<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More
6m 2s
Nov 24
Bull Market Keeps an Eye on the Fed
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More
4m 12s
Nov 21
AI Capex Boom Puts Credit Markets to the Test
<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More
4m 11s
Recommended Episodes
Feb 2023
Global Energy Crisis
<p>On today’s show we are taking another look at energy markets.</p> <p>Many of you might know that my professional training is an electrical engineer. I understand physics, and energy in particular at a deep level. This is an area of such importance that I continue to study it d ... Show More
6m 57s
Mar 2022
Energy Prices
Energy prices have hit new heights. Gas and electricity bills will rocket for most people at the end of this month as the price cap is lifted and nobody filling their car could fail to notice record prices at the pumps. Energy too is at the heart of the biggest conflict in Europe ... Show More
28m 24s
Feb 2023
The IRA 9 Months On: What's Standing in the Way of Progress?
<p><strong>The US Clean Energy Boom: What Might Stop It?</strong></p><p><br></p><p>The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy ... Show More
1h 1m
Aug 2022
Just How Bad Will the Energy Crisis Be in Europe This Winter?
As everyone knows, electricity prices in Europe have soared, due to a combination of factors, most prominently Russia's war in Ukraine and the curtailing of natural gas supplies. But how bad is it going to get this winter? Will Germany have enough energy to power homes and factor ... Show More
58m 41s
Jul 2022
The European Energy Crisis: A Failure of Policy?
<p>At a time when much of Europe has been sweltering in record temperatures, it feels like a&nbsp;stark contrast&nbsp;to be worrying about winter.</p><p>These are very worrying times for Europeans, because of deep uncertainty over what will happen to&nbsp;the import&nbsp;of Russi ... Show More
1 h
Jun 2022
The EU's Plan For Energy Self-Sufficiency
<p>The energy crisis is showing no signs of abating. There’s a shortage of energy, and the world’s efforts to transition to low-carbon energy are met with countless hurdles. </p><p>Countries around the world are taking steps to mitigate the crisis caused by Russia’s invasion of U ... Show More
1h 2m
Oct 2021
No Peak in Sight for Emissions
<p>EIA and IEA are out with projections for emissions and fossil fuel consumption. And they don’t look good.&nbsp;</p><p>On our current policy trajectory, there is no peak in sight, <a href="https://www.eia.gov/pressroom/releases/press487.php" rel="noopener noreferrer" target="_b ... Show More
46m 59s
Oct 2022
The Current State of Investment in the Energy Transition
<p>The world is facing a great financial strain - what does this mean for the investment in the energy transition?</p><p>On this episode of the Energy Gang, host Ed Crooks is joined by Nneka Kibuule from Aligned Climate Capital, and&nbsp;Sam Scroggins from Lazard.&nbsp;</p><p>The ... Show More
57m 11s