--- title: "Energy & AI (Debt) Cost Anxiety Rules The Macro Waves" type: "News" locale: "en" url: "https://longbridge.com/en/news/293824968.md" description: "Authored by Rikin Shah and Cosimo Codacci-Phillips, Goldman Sachs macro traders,ONCE AGAIN, ALL ABOUT ENERGYOIL ANDGAS..." datetime: "2026-07-25T14:32:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293824968.md) - [en](https://longbridge.com/en/news/293824968.md) - [zh-HK](https://longbridge.com/zh-HK/news/293824968.md) generator: "portal-rs" --- # Energy & AI (Debt) Cost Anxiety Rules The Macro Waves *Authored by Rikin Shah and Cosimo Codacci-Phillips, Goldman Sachs macro traders,* ## **ONCE AGAIN, ALL ABOUT ENERGY** **OIL ANDGAS...** ### Related Stocks - [BNO.US](https://longbridge.com/en/quote/BNO.US.md) - [SCO.US](https://longbridge.com/en/quote/SCO.US.md) - [UNG.US](https://longbridge.com/en/quote/UNG.US.md) - [BOIL.US](https://longbridge.com/en/quote/BOIL.US.md) - [USOI.US](https://longbridge.com/en/quote/USOI.US.md) - [KOLD.US](https://longbridge.com/en/quote/KOLD.US.md) - [TPYP.US](https://longbridge.com/en/quote/TPYP.US.md) - [UNL.US](https://longbridge.com/en/quote/UNL.US.md) - [USO.US](https://longbridge.com/en/quote/USO.US.md) - [UCO.US](https://longbridge.com/en/quote/UCO.US.md) - [159309.CN](https://longbridge.com/en/quote/159309.CN.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) ## Related News & Research - [Brent Tops $102 As Mideast Conflict Intensifies, HSBC Hikes Oil Forecast](https://longbridge.com/en/news/298584876.md) - [CORRECTED-Market needs more LNG from United States, Trafigura CEO says](https://longbridge.com/en/news/299012355.md) - [EU's Russian energy exit faltering, auditors say](https://longbridge.com/en/news/298475865.md) - [U.S. drilling rig count rises by 3 in latest Baker Hughes survey](https://longbridge.com/en/news/298768479.md) - [ROI-Oil markets survived the Iran war sprint. Now comes the marathon: Bousso](https://longbridge.com/en/news/298844434.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**