logo
episode-header-image
Jan 2023
4m 23s

Martijn Rats: The 2023 Global Oil Outloo...

MORGAN STANLEY
About this episode
With an eventful year for the oil market behind us, what are the factors that might influence the supply, demand, and ultimately the pricing of oil and gas in 2023? 
Up next
Yesterday
Can AI Chip Demand Outrun the Power Crunch?
The U.S. midterm results could lead to policy changes that worsen the power bottleneck for U.S. data centers. Meanwhile, the outlook for AI chips remains bullish. Our specialists discuss potential challenges and opportunities in the AI buildout.Read more insights from Morgan Stan ... Show More
12m 11s
Nov 12
From AI to Air-Conditioning: The Power Boom in Asia
Our Asia Energy analyst Mayank Maheshwari discusses how AI, new factories and cooling systems are boosting electricity demand in Asia and reshaping local power structure.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Ma ... Show More
4m 32s
Nov 11
Midterms Could Delay the AI Buildout, Not Derail It
Concerns over electricity bills and water use are turning into political action. Our Head of Public Policy Research Ariana Salvatore breaks down what the midterms mean for the data center pipeline, hyperscaler CapEx and investors.Read more insights from Morgan Stanley.----- Trans ... Show More
4m 49s
Recommended Episodes
Dec 2023
2023: The changing map of oil trade
<p>In the final episode of the Oil Markets podcast for 2023, S&P Global Commodity Insights crude and refined products directors <strong>Joel Hanley</strong> and <strong>Richard Swann</strong> round up the biggest events and trends of the year. </p> <p>They provide an across-the-b ... Show More
24m 54s
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
Mar 2022
MM056: Oil will never trade below $90 again, here's why!
<p>After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week.</p><br><p>We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly incr ... Show More
1h 5m
Mar 2023
Geopolitical strife, politics set to take oil market on 'wild ride'
Sentiment suggesting continued bearishness in the crude complex is being challenged by the potential for a tightening market in the second half of the year. Russia continues to be a wildcard and concerns are rising over Iran, just as Chinese demand looks to shoot back, OPEC seems ... Show More
20 m
Apr 2022
Asian fuel oil prices simmer as peak summer demand looms
The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce higher margin transportation fuels. Tightening sanctions on Russian oil has seen ... Show More
22m 38s
Dec 2022
Oil prices and expectations for 2023
Edward Bell and Khatija Haque discuss the recent developments in the oil market, the outlook for prices next year and implications for the GCC economies. Click on the link to listen to the full Podcast: https://link.chtbl.com/Oil2023.See omnystudio.com/listener for privacy inform ... Show More
17m 44s
Jan 2023
What Could 2023 Deliver For Energy?
<p>The Energy Gang is back. We’re only a couple of weeks into the new year but already so much has happened.</p><p>&nbsp;</p><p>A mild winter so far in Europe has sent wholesale gas prices falling, but there’s still a long way to go. Natural gas is expected to trade at 77.11 Euro ... Show More
46m 53s
Oct 2024
Why oil and gold prices could keep rising
Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices. Learn mo ... Show More
17m 44s