Leads the Center of Emissions Excellence, and also serves as Chief Analyst Canadian oil markets at S&P Global Commodity Insights. All opinions are mine.
Calgary, Alberta
Joined August 2015
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Kevin Birn retweeted
Maduro's ouster will not cause an "existential threat" to Canada's oil industry,
"Could it rebalance the heavy [crude oil] market and cause a widening of the [price] differentials over a longer term? Yeah … but … it’s definitely going to be within the range of price volatility that the Canadian sector has seen for many, many years," @kevinbirn of S&P said.
Great report here from @ForsterSam of @CDNAffairs:
canadianaffairs.news/2026/01…
Kevin Birn retweeted
🇨🇦 The latest annual forecast update from @SPGlobal @KevinBirn upgrades the 10-year outlook for Canadian oil sands production for the fourth consecutive year.
"Despite a lower oil price environment ... producers continue to focus on maximizing existing assets"
MORE CANADIAN OIL
Kevin Birn retweeted
I had a great panel discussion on Day 2 of @CERAWeek on Canada’s energy future with Saskatchewan @PremierScottMoe, @Sfleece, Ontario Minister of Energy and Electrification, and Justin Bourque, founder and president of Asokan Generational Developments, hosted by @KevinBirn, head of emissions excellence at @SPGlobal. Alberta will continue to lead the way for Canada in the energy sector!
#ableg #abpoli #energy #oil #gas #houston #alberta
Kevin Birn retweeted
The flow of insights from @ira_joseph, @bencahillenergy, and @KevinBirn is as intense as today’s snowfall #LNGSummit2025
Kevin Birn retweeted
Does oil have a future?
Peak this decade, but how long will the plateau last? 10-15 years or rapid decline?
My interview w/Jim Burkhard, VP & Head of research for Oil Markets, Energy and Mobility, @SPGlobal Commodity Insights.
@KevinBirn #ABleg #oil
share.transistor.fm/s/a73428…
Kevin Birn retweeted
The Long March...
According to Energy Institute data, China officially surpassed the United States in refining capacity in 2023, by 55kb/d. The U.S. now has 545kb/d less refining capacity than in 2019, while China now has 2.2 mb/d more.
Kevin Birn retweeted
We are excited CWF's Marla Orenstein will host a "fireside chat" with @KevinBirn at the Global Energy Show Canada next week. Learn why this is a big year for Canada.
2024 Strategic Conference (globalenergyshow.com)
Kevin Birn retweeted
Following up on the #Ottawa CGAI #EnergySecurity roundtable, @KevinBirn and @Rory_Johnston lead a discussion in #Toronto on the #CognitiveDissonance of the #EnergyTransition.
Kevin Birn retweeted
Jamie Rosenfield and @DanielYergin, @CERAWeek founders, wrap up the amazing #CERAWeek 2024 event
How to summarise a 5 day event, attended >10,000 in 15 minutes?
@SPGCI @SPGlobal
Kevin Birn retweeted
How to grow jobs, achieve climate goals, and meet global energy needs? Productive talk on public-private partners, Indigenous talent, and expanding carbon capture and LNG with @PathwaysNetZero, @lngcanada #TransMountain Corp, Min. Brian Jean @YourAlberta, @KevinBirn #CERAWeek ‘24
Kevin Birn retweeted
$34B Trans Mountain expansion pipeline begins filling with oil with first shipments before Canada Day
cbc.ca/news/canada/calgary/t…
Kevin Birn retweeted
Premier @ABDanielleSmith highlighted Alberta’s amazing, innovative contributions to global energy security at #CERAWeek 2024 with @KevinBirn. Canada is leading in energy transformation as a key energy partner to 🇺🇸 and the world!
Kevin Birn retweeted
AB Premier Smith talking with @KevinBirn at @CERAWeek about Alberta's position as an energy supplier, its energy future and the path to decreasing emissions by transforming existing energy systems .
Excited to be discussing #alberta's #energy future with @ABDanielleSmith next week at @CERAWeek by @SPGCI. #abpoli, #energytransition, #canadianenergy
ALT https://ceraweek.com/program/spotlight-ministerial-dialogue-18885-813099/
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I'm excited to moderate this excellent panel at #CWAgora during #CERAWeek by @SPGCI reviewing state of #methane #regulation with @bencahillenergy from @CSISenergy, Stuart Payne, from @NSTAuthority, and Dr. Faye Gerard, from @IOGP_News. #GHG #methane
It was a pleasure to be able to contribute in the discussion on the future of #energy and #emissions at #IEWeek in London.
Key debate at #IEWeek on balancing the triple crisis of supply, price and climate, with:
➡️Moderator @Laura_Sandys, Chair @GreenAllianceUK
➡️Grahame Buss, spokesperson from @JustStopOil
➡️David Whitehouse, CEO @OEUK_
➡️@KevinBirn, Centre of Emissions Excellence, @SPGlobal
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That said our current balances point to potential of a return to high pipeline utilization in a year or so…
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Agree with @Rory_Johnston on exposure. It is really those that don’t have firm capacity out of basin. Those with, avoid regional spread. Those without, which tend to be smaller (though not exclusively) operators, are more exposed.
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