Could the US Election Reshape the Energy...

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insights from Morgan Stanley.----- Transcript -----Arunima Sinha: Welcome to Thoughts ... Show More

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Though ... Show More

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thought ... Show More

So far, President Trump’s “drill, baby, drill,” agenda has proven to be a sharp turn from Biden-era climate initiatives, including the landmark spending bill the Inflation Reduction Act (IRA). And thanks to President Trump’s attempts to claw back control over IRA funds, as well a ... Show More

Now that Congress has passed and President Trump has signed into law the One Big Beautiful Bill Act, we talk about the final language and what it means for the U.S. energy sector on this episode of Political Climate. We discuss short term implications for solar and wind developer ... Show More

Earlier this year, President Donald Trump signed an executive order stopping subsidies for renewable energy sources like wind and solar power. He has called attempts to boost green energy in the US the "Green New Scam". We head to Middletown, Ohio, where a hydrogen-powered furnac ... Show More

<p dir="ltr">President Donald Trump's administration is promising an energy policy overhaul that would fundamentally reshape America's climate and energy policies. Trump and Republican leaders have pledged to pull back from many of the Biden administration's climate actions, incl ... Show More

<p>“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar &amp; Energy Storage Summit.</p><p>Is she right? And what ... Show More

The 2020 election is crawling forward amid the coronavirus pandemic. Former Vice President Joe Biden has become the presumptive nominee for the Democratic Party, with Senator Bernie Sanders announcing his withdrawal from the race. With the primary settled, the next question is: c ... Show More

This is the surprising story of how Texas – rich in oil and gas – became America's biggest producer of wind energy. For our first episode, Ryan and Anjali talk with Pat Wood, once George W. Bush’s right hand man and head of Texas's Public Utility Commission, to uncover the innova ... Show More

<p>Mike sits down with energy trader and correspondent Dan Dicker to unpack the future of renewables and the United States energy policy.</p><br><p>Dan covers how both political parties fail to understand the oil industry, the likely future of nuclear energy, the underappreciated ... Show More

Fans of green energy like me face some inconvenient truths about the global energy picture. First, coal sounds like a dirty technology that the rich world is moving on from. But nearly 9 billion tons of coal were burned last year—an all-time high. Second, "peak oil" is a predicti ... Show More

After the passage of President Trump’s “Big Beautiful Bill,” renewable energy companies are bracing for more challenging times. The law is set to end Biden-era subsidies for clean energy, with the Congressional Budget Office estimating that the industry could lose half a trillion ... Show More