logo
episode-header-image
Apr 2021
10m 42s

Special Episode: Innovating toward Decar...

MORGAN STANLEY
About this episode
How are oil & gas companies and U.S. utilities tackling the complex transition to a lower carbon future? Expect a lot of divergence in approach. 
Up next
Aug 21
Shifts in Credit Markets for the AI Buildout
AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments. Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcom ... Show More
5m 14s
Aug 20
The New Map of AI Power
AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic Research Stephen Byrd look at the race for AI sovereignty and its implications for investors.Read more insi ... Show More
7m 56s
Aug 19
El Niño’s Ripple Effects on Markets
From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin America Agribusiness Analyst Julia Rizzo maps out where the pressure could emerge first.Read more insights from Morgan Stanley.----- Transc ... Show More
4m 34s
Recommended Episodes
Feb 2024
Navigating the path to a just energy transition
<p>Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ... Show More
23m 28s
Jul 2022
How Companies are Navigating the Energy Transition
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
32m 40s
Jul 2021
Do oil companies have a future?
Shareholders and courts pile pressure on the oil majors. Amid falling demand for oil and targets to cut carbon emissions, what role if any do companies like ExxonMobil and Shell have in a decarbonised world? Manuela Saragosa speaks to Aeisha Mastagni from the California State Tea ... Show More
17m 47s
Nov 2023
Retreat or Engage? Green Investors’ Big Oil Dilemma
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
31m 20s
Sep 2024
Fuelling change – aviation's shift to greener practices
<p>The aviation sector is facing challenges and opportunities as it transitions to a low-carbon future. This podcast explores the role sustainable aviation fuel (SAF) could play in reducing airline emissions, amidst other strategies airline companies are pursuing to achieve their ... Show More
23m 6s
Nov 2022
The Path to Net Zero: Managing the Transition
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
18m 54s
Jul 2021
CO2 trading allowances - the challenges
Organisations are grappling with the need to reduce their carbon footprint from both an environmental and economic perspective. One instrument to combat climate change is the EU ETS. The drive towards a more sustainable economy requires a strategy that considers an organisation’s ... Show More
25m 36s
Jan 2022
How to realistically decarbonize the oil and gas industry | Bjørn Otto Sverdrup
Bjørn Otto Sverdrup leads the Oil and Gas Climate Initiative (OCGI), which gathers the CEOs of twelve of the world’s largest oil and gas companies around an ambitious goal: to get one of the leading contributors to climate change to drastically lower their own carbon emissions. H ... Show More
13m 48s
Nov 2025
A fresh start for the carbon market?
We find out whether new rules could allow it to move away distance itself from previous accusations of "greenwashing" and fraud? There have been previous false starts for a system which in theory allows for companies and countries to offset their carbon emissions by paying for pr ... Show More
17m 29s
Dec 2022
What is Happening in Oil?
<p>On today’s show we are talking about what is happening in the world of energy. There are so many moving parts right now that it’s hard to make sense of what is going to happen to energy prices, and oil prices in particular.</p> 
7m 19s