Michael Tran

Energy Market Strategist. Senior Fellow NYU Global Affairs. Part Time Cyclist. Tiger(ish) Dad. Curiosity Enthusiast. New York City. 🇨🇦 🇺🇸

[Michael Tran @michael___tran]

Artificial intelligence is illuminating the oil market. Join Alix Steel, Andy Hall, James Crawford and I for a discussion on how innovative data sources are disrupting traditional ways of analyzing global energy. Register: https://t.co/AQZWfRPMix @orbital_insight @rbccm #OOTT

[Michael Tran @michael___tran]

Oil Prices Face Wild Swings With Bot Traders Driving the Market. HT ⁦@Devikakrishnak⁩ https://t.co/jxhYUI0ZYC

[Eric Nuttall @ericnuttall]

Great conversation with respected “barrel counter” @michael___tran: “WCS (Western Canadian Select) will become THE most coveted barrel in the world.” We remain bullish…especially on Canadian heavy oil producers!

[Amber Kanwar @baystreetamber]

Global oil prices might be falling, but RBC's Michael Tran says he's very bullish on Canadian oil prices

[Javier Blas @JavierBlas]

COLUMN: The world is expanding oil refining capacity at a speed unseen in nearly two generations.

RBC Capital Markets, an investment bank, reckons the 2023-24 boost is the largest two-year increase in net refining capacity in 45 years | @Opinion #OOTT

https://t.co/wQ8Rgw2eES

[CNBC International @CNBCi]

The next cycle in the oil market will be 'pretty strong,' says @michael___tran of @RBC Capital Markets.

[Carolyn Kissane @CarolynKissane]

Germans have been living in a dream https://t.co/Mc2YUoYpAU

[Michael Tran @michael___tran]

The Era of Expensive Oil Is Here to Stay #OOTT https://t.co/f3Ri57uWZa

[Michael Tran @michael___tran]

Europe is in danger of highly damaging “very, very strong conflict and strife” this winter over high energy prices, and should make a short-term return to fossil fuels to head off the threat of civil unrest, the VP of the European Commission has warned. https://t.co/flCWeNuWSD

[Michael Tran @michael___tran]

“The oil complex remains in a structural, multi-year tightening cycle that will go as far as demand will take it. Absent a recession, the tightening cycle clearly points higher, potentially significantly higher. $150, $175, 200/bbl? Pick a number.” #OOTT https://t.co/NDQVCT7Vip

[Lisa Abramowicz @lisaabramowicz1]

Is oil “beginning to succumb to the bearish macro pressure?” asks RBC commodity analyst Michael Tran. A trader responded: “oil has long since been pricing in a global recession, which is why we have been confined to the $105-$120/bbl range rather than pricing at $150/bbl.”

[Eric Nuttall @ericnuttall]

Of all of the consultants/research we use and respect, @CornerstoneOil, @CroftHelima/@michael___tran from RBC, and Amrita Sen from @EnergyAspects have been the most "right" on oil macro over the past several years. This is a "must watch" interview: https://t.co/UlmQ4zgzss

[RBC Capital Markets @rbccm]

According to RBCCM's @michael___tran, "People are willing to pay higher prices to make up for lost travel over the last few years." Read what else he had to say on the ongoing demand for travel, despite higher gas prices, at @washingtonpost. https://t.co/jpiK0bwo5a

[Giovanni Staunovo🛢 @staunovo]

#India trims tax on fuel, essential commodities to fight inflation, tame rising prices
#oott
https://t.co/aVeuCITEVS

[Michael Tran @michael___tran]

@sohaibab9 @JoeBeattie11 @anasalhajji @AdamWoodward11 @CornerstoneOil @ericnuttall Let’s rock. Drop the details, @sohaibab9

[Michael Tran @michael___tran]

Join us tomorrow at noon ET, as I moderate a star studded panel with discussion centered on navigating commodity markets through an inflationary and wildly volatile environment. Free registration link below. @NYEnergyForum https://t.co/bC9VJ5dwZL

[Michael Tran @michael___tran]

The Surge in Gas Prices Isn’t Slowing Down - WSJ #OOTT https://t.co/owSN6Edc0u

[Michael Tran @michael___tran]

Oil Buyers Paying Record Premiums for Prompt Deliveries #OOTT cc: ⁦@RyanDezember⁩ https://t.co/XWepnUoeYv

[Michael Tran @michael___tran]

The head of the US’s biggest shale oil operator said the country would be unable to replace crude supplies from Russia this year, even as he backed calls for a global embargo on its energy exports. #OOTT
https://t.co/kWRJk2cmBK

[Elon Musk @elonmusk]

Hate to say it, but we need to increase oil & gas output immediately.

Extraordinary times demand extraordinary measures.

[Brian Sullivan @SullyCNBC]

End of oil? Think again: EIA just out saying oil and natural gas will be biggest part of energy mix in US for the next 30 years .. even as renewables grow the fastest

(sadly, nukes continue to fall)