AI boom turns Morgan Stanley into a hot commodity
Talking Heads 2026: Data centres need long-dated power and gas hedges that only a big bank can provide
This article is part of our annual Talking Heads series of interviews.
Morgan Stanley’s commodities team are an in-demand bunch these days.
Refiners and airlines are trying to manage oil and jet fuel exposure through the disruption caused by the Iran war. Hyperscalers want to lock in electricity for data centres that have yet to be built. Everyone else is trying to work out what both mean for
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