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
Today
The Bull Case After the Pullback in Stocks
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm M ... Show More
4m 58s
Jun 12
India’s Next Market Phase
Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stanley.----- Transcript -----Chetan Ahya: Welcome to Thoughts o ... Show More
12m 57s
Jun 11
Inflation Relief Ahead?
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ... Show More
4m 37s
Recommended Episodes
Aug 2022
Oil jumps as IEA warns of 'substantial' gas-to-oil demand shift!
US equities could hardly consolidate gains they posted following the Wednesday’s softer-than-expected inflation data in the US, even as the producer price index printed the first monthly decline since April 2020. The barrel of US crude rebounded to $94 as the International Energy ... Show More
10m 53s
Sep 2023
Pétrole cher: le retour
Les marchés pétroliers ont repris leur course vers les sommets. Le baril a frôlé hier lundi la barre des 95 dollars à Londres. Une envolée qui contrarie les efforts menés pour enrayer l’inflation.   Plus 15% de hausse en trois semaines, plus 30% depuis le mois de mars. Cette envo ... Show More
3m 52s
Jun 2021
U.S. Shale Oil Walks the Line
U.S. benchmark oil prices are up almost 50% this year, as global demand continues its pandemic recovery. In the States, rising demand and rising prices have led to production increases - but only modest increases so far. This week, Switched On speaks with Tai Liu and Anna Dialyna ... Show More
28m 50s
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
Nov 2023
Will oil, gas and coal peak by 2030?
<p>The International Energy Agency last week published its World Energy Outlook, which is its big annual review of everything that is going on in the world of energy.</p><p>One of the headlines that has been attracting a lot of attention is the forecast that, on current trends, d ... Show More
1h 7m