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: ai.orbitalinsight.com/2019-nyc-fall-… @orbital_insight @rbccm #OOTT

Oil Prices Face Wild Swings With Bot Traders Driving the Market. HT ⁦@Devikakrishnak⁩ bloomberg.com/news/features/…

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!

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

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 bloomberg.com/opinion/articl…

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

Germans have been living in a dream economist.com/europe/2022/07…

The Era of Expensive Oil Is Here to Stay #OOTT bloomberg.com/news/articles/…

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. theguardian.com/environment/20…

“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 news.yahoo.com/rbc-sees-stron…

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.”

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: cnbc.com/video/2022/06/…

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. spr.ly/6015zuB1b

#India trims tax on fuel, essential commodities to fight inflation, tame rising prices #oott english.alarabiya.net/business/econo…

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

@JoeBeattie11 @anasalhajji @AdamWoodward11 It certainly would !!! Also @michael___tran & @CornerstoneOil along with @ericnuttall if we are lucky ??

Happy to keep hosting these with the 1 & only @anasalhajji , hopefully some way we can incentivize him to show up to our #COM/ @AdamWoodward11 Stampede Party this July 🤞🤞🤞

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 nyenergyforum.org/event

The Surge in Gas Prices Isn’t Slowing Down - WSJ #OOTT wsj.com/articles/the-s…

Oil Buyers Paying Record Premiums for Prompt Deliveries #OOTT cc: ⁦@RyanDezember⁩ wsj.com/articles/oil-b…

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 on.ft.com/3KgN9UB

Hate to say it, but we need to increase oil & gas output immediately. Extraordinary times demand extraordinary measures.

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)