Big Debates: The State of the Energy Tra...

Our Deputy Head of Global Research Michael Zezas explains why the risk of a new U.S. government shutdown is worth investor attention, but not overreaction.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Michael Zezas, Deputy Hea ... Show More

Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong Kong’s major real estate segments in almost a decade.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Though ... Show More

Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re influencing markets and economies.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’ ... Show More

The competing trends in the energy transition from 2023 were stark: a looming peak in demand for oil, gas, and coal; a global agreement to transition away from fossil fuels; and an increasingly realistic pathway to triple renewables development. But we also experienced the hottes ... Show More

As the CEO of one of the largest energy holding companies in the U.S., Lynn Good is leading Duke Energy’s aggressive transition to renewables and net zero emissions. It’s a complex undertaking that involves short-term planning and long-term advances in technology as well as manag ... Show More

How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietl ... Show More

Anger over rising energy costs will eventually force states to allow more natural gas infrastructure to be built in the US, according to one of the nation’s largest producers of the fuel. “We’ve never produced more energy than we’re producing now, but Americans’ energy bills are ... Show More

<p dir="ltr">Emerging markets and developing economies are set to account for the largest source of emissions growth in the coming decades, <a href= "https://www.iea.org/reports/financing-clean-energy-transitions-in-emerging-and-developing-economies/setting-the-scene"> according< ... Show More

<p>Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of&nbsp;The Bid, we dive into why&nbsp;infrastructure investing&nbsp;is having a moment, how it connects to AI, and what megaforces are shaping the ... Show More

Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missing middle” between VC and PE-Infra allowing growth, FOAK and deployment. Their p ... Show More

Oil producers waste a lot of natural gas. Last year they flared 150 billion cubic meters of associated gas into the atmosphere, equivalent to about half the global carbon emissions of aviation over a 30-year period. So why are oil producers burning a valuable commodity like gas? ... Show More

At COP28 was endorsed the concept of “tripling renewables” – all good, but a lot of people forgot to mention the rest of the sentence which is “and doubling of Energy Efficiency”. In the latest IEA report, there is a 400bnUSD Energy Efficiency pie, almost at the level of Oil Upst ... Show More

<p>Low-carbon hydrogen has taken a few knocks in the headlines lately. There have been cancelled projects and fewer splashy announcements. Policy support has been jittery. Is momentum fading, or are we simply moving out of the hype phase and into the serious work of delivery? Hos ... Show More