The Path Ahead for Natural Gas and Shale

Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent pressure on the private credit market, potential risks and opportunities that remain in that space.Read more insigh ... Show More

The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too long.Read more insights from Morg ... Show More

Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on th ... Show More

It’s been a volatile year for natural gas. Last winter, global gas prices spiked in the aftermath of Russia’s invasion of Ukraine and European nations rushed to replace sanctioned Russian pipeline supply. North America increased LNG exports with most of these volumes going to Eur ... Show More

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

The Freeport LNG terminal in Texas started exporting LNG cargoes in mid-February for the first time since a fire and explosion in June 2022 forced a shutdown of the facility, marking a milestone in the history of US LNG. In the global LNG market, the Freeport outage initially exa ... Show More

Prices are closer to lower, volatility has reduced and inter-product price spreads have come in, so are we seeing gas and LNG markets revert to normality? What are the factors that have calmed markets, and is this new-found tranquillity likely to be sustained? In this Commodities ... Show More

Today small energy firms among those struggling to stay afloat as world gas prices spiral. Ed Butler hears from Peter McGirr, who runs Green energy, a UK gas and electricity firm supplying about a quarter of a million households. Higher energy prices could lead to all types of ad ... Show More