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 Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.To access these options, along with all other subscription benefits, please contact info@risk.net or view our subscription options here: http://subscriptions.risk.net/subscribe You are currently unable to print this content. Please contact info@risk.net to find out more. You are currently unable to copy this content. Please contact info@risk.net to find out more. Copyright Infopro Digital Limited. All rights reserved.You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.If you would like to purchase additional rights please email info@risk.net Sorry, our subscription options are not loading right now Please try again later. Get in touch with our customer services team if this issue persists. New to Risk.net? View our subscription options If you already have an account, please sign in here. You already have an account with one of the websites below that uses this email address. Risk.net, FX Markets.com, WatersTechnology.com, Central Banking.com, PostOnline.co.uk, InsuranceAge.co.uk, RiskTechForum.com and Chartis-Research.com. Please use your existing password to sign in. Most read articles loading... Back to Top