Descripción general del evento

Join us for an exclusive Kpler Day at PIMCO's offices in Newport Beach on June 17, 2025 – available both in-person and online.

Our leading experts will share market outlooks and actionable insights through 4 dedicated sessions, covering:

  • Macroeconomics
  • NGL
  • Crude
  • LNG

View full agenda below:

Events details:

  • Venue: PIMCO offices in Newport Beach, California
  • Date: Tuesday, June 17, 2025
  • Time: 9:00am - 12:40pm

Kpler Day at PIMCO
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Please contact events@kpler.com for more information

Agenda

Reflejos

9:00 - 9:15 | Networking and  Breakfast

9:15 - 9:45 | Macroeconomics - Reid L'Anson

  •  What's the current outlook for global economic growth this year?
  • How are things progressing within the US economy and how do tariffs play into the broader narrative?
  • Are Chinese economic imbalances continuing to persist?

10:00 - 10:45 | NGL - Nils Jenson, Ciaran Tyler

  • Ripple effects from new US ethane export licensing requirements
  • Implications of the global LPG trade reshuffling around US-China trade barriers
  • Petchem feedstock competition and the global olefins glut

11:00- 11:45 | Crude - Matt Smith

  • Trump 2.0 and the impact of potential sanctions and tariffs
  • What comes next for OPEC+
  • Global crude balances and demand growth expectations for 2025
  • Non-OPEC supply growth, global flows and what they mean for oil inventories

11:45- 12:30 | LNG - JP Lacouture

  • 2025 outlook on global LNG supply/demand
  • Timeline of upcoming and ongoing LNG plant start-ups
  • EU natural gas storage injection progress

12:30 - 12:40 | Closing remarks

Reid I'Anson

Senior Analyst - Macroeconomy and Cross Commodity

Reid joined Kpler over six years ago as a crude analyst and has grown alongside the company ever since. Based in Houston, Reid has a near decade of experience studying the intersection between global demand conditions and the state of commodity markets with a particular focus on emerging markets. Before joining Kpler, Reid obtained a masters degree in Economics from the University of Houston. He also holds a bachelors degree in Finance. You will regularly find him quoted in the financial press or appearing on tv to provide timely updates on the state of commodity markets across the globe.

Ciaran Tyler

Lead Analyst NGLs and Naphtha at Kpler

With over seven years of experience in the oil products and petchem industry, Ciaran started his career at I.C.I.S in early 2017, sitting on their European petchems desk before moving onto their oil products desk to cover naphtha. Ciaran has worked for Energy Aspects, FGE, and Dow Jones as a Senior Light Ends analyst specialising in West of Suez LPG and naphtha markets. Ciaran joined Kpler in January 2024 as an NGLs specialist to help the team expand and deepen Insight’s global NGLs coverage. He is currently based in London, England. 

Matt Smith

Lead Oil Analyst, Americas, Kpler

Matt started his career at Royal Bank of Canada in London, England, working his way up to portfolio manager in the investment management team. He then moved to the US and spent 8 years as a Global Commodity Analyst at Schneider Electric / Summit Energy, before becoming Director of Commodity Research at ClipperData for 6 years, leading a team of analysts across a variety of energy commodities. Matt joined Kpler in September 2021 as Lead Analyst, Americas, and is focused on producing research and providing counsel to key clients on the energy market. Matt is regularly featured by media outlets such as CNBC, Bloomberg, NPR, Wall Street Journal and Reuters.

JP Lacouture

Principal Insight Analyst - Natural Gas & LNG

JP joined Kpler in June 2024 and leads Kpler Insight’s analytics in North America, South America, and the Middle East. JP began his career as an upstream oil & gas analyst, creating economic models of individual oil and gas fields in Oceania and the US. He then spent nine years on the LNG & Natural Gas consulting team at Poten & Partners, where he worked on projects for myriad industry players. In particular, JP was heavily involved in commercial and market due diligence for nearly every North American LNG project. JP is based in New York and holds a BSc in Geological Engineering from Colorado School of Mines.

Kpler Day at PIMCO

Venue: PIMCO offices in Newport Beach, CA | Date: Tuesday, June 17, 2025
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