Martijn Rats

Morgan Stanley

Managing Director, Equity Research

Martijn Rats is Morgan Stanley’s Global Commodities Strategist and heads the European Energy team in Equity Research. He has been ranked No. 1 in the II/Extel survey for the last six years (2015-2020). Martijn joined Morgan Stanley in 2002. Before that, he worked as a management consultant for OC&C Strategy Consultants in the Netherlands and the UK. He holds an MSc in Physics from Delft University of Technology, an MSc in Finance from London Business School, and was a visiting scholar at Stanford University's Physics Department. Martijn is also a CFA charterholder.

Sessions With Martijn Rats

Tuesday, 8 March

  • 11:40am - 12:30pm (CST) / 08/mar/2022 05:40 pm - 08/mar/2022 06:30 pm

    Oil Market Outlook: Turbulence or stability?

    Panel Markets/Economics/Strategy
    The tension between long-term aspirations to cut GHG emissions and short-term practical desires for affordable oil prices is a new fundamental variable for the world oil market. Some major consumers want more oil when prices are high, but otherwise discourage oil consumption and investment. Is this a recipe for dislocations and mismatches between demand and supply? What are the implications for upstream investment, oil prices, and the balance of oil market power?