OPEC’s oil price manipulation?

In today’s episode on 22nd August 2025, we tell you why S&P Global hadn’t upgraded India’s sovereign credit rating for 18 years, and why it has finally done so now. 

In today’s episode on 21st August 2025, we tell you why China’s $11 trillion stock market has been an underperformer, what’s been done to fix it, and how it all compares to India. 

In today’s episode on 19th August 2025, we tell you if Kodak is on the verge of shutting down and whether its unlikely bet on pharma could keep the shutters open. 

The price of oil is arguably the most important in the world economy. How did we become so dependent - and are we ever likely to wean ourselves off it? 

There's a mood of consolidation in the air in the US oil industry - earlier this month Exxon Mobil, the largest American oil-producer, bought oil-explorer Pioneer Natural Resources for $59.5bn. Now Chevron has announced its buying its main rival Hess for $53bn. The oil industry l ... Show More

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? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodity Strat ... Show More

Oil prices have surged after several of the world’s largest exporters announced a cut in production. Saudi Arabia, Iraq and several Gulf states announced they were cutting output by more than a million barrels of oil a day. Also, Russia said it will extend its cut of half a milli ... Show More

The OPEC+ cartel surprised markets this weekend with plans to cut oil production by more than 1 million barrels per day. This classic story of supply and demand has already pushed up the oil price, and it could have major ripple effects across the global economy. Plus, hot job ma ... Show More

World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance. ----- Transcript -----Welcome to Thoughts on the Market. I'm Martjin Rats, Morgan Stanley's Global Commod ... Show More