摩根大通：高收益能源-石油勘探与生产模型书更新

North America Credit Research 04 October 2024 J P M O R G A N High Yield Energy Oily E&P Model Book Update Putting out an oily E&P model book in the context of current geopolitical tensions is a bit of an exercise in self-hatred. Nonetheless, we think the focus on the sector is likely to remain high, and getting our models (and sensitivities) out to investors is worth it despite the likely potential volatility in coming days. It has been some time since energy investors have seen this sort of bifurcation in ...