17 articles
Morgan Stanley reports that geopolitical conflicts in Iran and Ukraine have caused oil traders to avoid long-term positions, focusing instead on shorter time horizons amid volatile crude and fuel pric
Golden Pet Brands has selected Morgan Stanley and Barclays for a potential New York IPO valued over $1 billion this year. The pet food manufacturer operates two U.S. facilities and recently appointed
Morgan Stanley strategist Michael Wilson warns that surging oil prices pose the biggest risk to US stocks, recommending energy shares as a hedge. Brent crude has climbed 30% since July due to Middle E
Abu Dhabi National Oil Company (ADNOC) has appointed Morgan Stanley's Michael O'Dwyer as Chief Investment Officer to lead expansion in gas, chemicals, and shipping following the UAE's exit from OPEC.
Senior base metals traders are leaving major banks and trading firms amid rising demand driven by supply-chain disruptions, data centre investments, and potential import tariffs. Key departures includ
Morgan Stanley forecasts European diesel inventories dropping to multi-year lows by year-end due to refining bottlenecks and geopolitical disruptions. Analysts warn tightness is already priced in, adv
Morgan Stanley and Goldman Sachs cut Brent crude forecasts for 2026-2027 to $70-$75, citing Middle East supply recovery and US exports, indicating a market shift from tightness to oversupply.
Morgan Stanley lowered its Brent crude price forecast to $75 per barrel for late 2026, citing faster Strait of Hormuz recovery and projecting a 4.8 million barrels per day global surplus in 2027.
Morgan Stanley cut oil forecasts twice, predicting Dated Brent will average $75 per barrel in 2024 due to increased flows through the Strait of Hormuz. High US exports and weak Chinese demand drive a
Morgan Stanley, Goldman Sachs, and Citi lowered Brent crude forecasts due to US-Iran peace progress reducing geopolitical risk. Lower oil prices are expected to ease raw material costs for the downstr
Major Wall Street banks lowered oil price forecasts following an interim deal to reopen the Strait of Hormuz. Goldman Sachs and Morgan Stanley predict Brent crude could average $80-$90 per barrel as e
Morgan Stanley forecasts LNG prices to surge over 30% to $25/MMBtu in Q3-Q4, driven by Asian heatwaves, European restocking, and Middle East supply disruptions. Shrinking inventory windows and recover
ERock, a provider of modular natural gas-powered power systems, filed for a US IPO on the New York Stock Exchange under the symbol EROC, with Morgan Stanley and J.P. Morgan as lead managers.
Ford stock rose 15% after Morgan Stanley predicted energy storage agreements with hyperscalers, citing a $1.5 billion investment in battery facilities and a strategic partnership with CATL.
Morgan Stanley warns that if the Strait of Hormuz remains closed beyond June, oil prices may surge despite current buffers from increased US exports and decreased Chinese imports.
Morgan Stanley forecasts US gasoline inventories to drop to record seasonal lows by late August due to import collapses and geopolitical tensions, warning of sustained market tightness and potential p
Morgan Stanley forecasts U.S. gasoline inventories will drop to around 198 million barrels by August due to low imports and refinery yield shifts. Geopolitical tensions may further drive margins highe
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