Skip to content Skip to sidebar Skip to footer

Tag: Dark Pools

Aerial landscape shot of a coastal oil refinery with storage silos under cloudy skies.

BIS/WEF Context on Transition Risks Compressing Long-Term Refining Margins: Carbon Tracker-Style Analysis and Quantitative Projections for TotalEnergies

Executive Summary Transition risks under 2°C pathways (IEA NZE/APS equivalents) drive structural demand destruction for refined products, compressing refining margins via volume contraction, utilization drops, and policy/carbon cost overlays. Carbon Tracker’s foundational 2017 “Margin Call” analysis projected >50% EBITDA decline by 2035 for ~94% of global capacity under a 2D scenario (oil demand -23%…

Read more

Two gold bars rest on a pile of US dollar bills, symbolizing wealth and prosperity.

Inflation Surge Crushes Gold & Silver Amidst Geopolitical Turbulence

Gold prices have plummeted, trading near $4,078.00, down 4.26%, and silver near $63.605, down 2.66%, following Wednesday's trading close. This decline is attributed to a higher-than-expected May inflation report, rising Treasury yields, and escalating US-Iran tensions, which have overshadowed demand for safe-haven assets. US consumer prices rose 0.5% in May and 4.2% year-on-year, with core…

Read more