
Shifts in Credit Markets for the AI Buildout
Aug 21, 2026 - 00:05:14
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How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what’s causing pressure beyond renewed tensio...
The Oil Market’s Billion-Barrel Problem is an episode from Thoughts on the Market by Morgan Stanley. How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Incom...
This episode belongs to Thoughts on the Market.
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Published Jul 29, 2026, 00:13:07 long, audio available.