margin compression

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…

3 jours ago

Private Credit Risk Assessment and Liquidity Contagion Dynamics

Morgan Stanley (MS) is experiencing a severe liquidity crisis in its Direct Lending segment.This pressure stems from three systemic factors:…

3 mois ago