Oil Markets

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…

4 weeks ago

Gold’s Secret Twin Market Mimics Oil’s Supply Stress Signals

https://twitter.com/FGMR/status/2041204702554038335 The text highlights a divergence between physical and paper markets for both oil and precious metals, using oil as…

3 months ago