Overview of event

Join us for our Kpler Day at Equinor's offices in Stavanger on May 14th – available both in-person and online!

Our experts will discuss insights on the following key topics:

  • Impact of tariffs on the market outlook
  • Long-term view on light, medium and heavy crudes
  • Future flow predictions for intermediate and unfinished refinery products
  • Granular crude trade flows in the ARA region, and more.
Kpler Day at Equinor
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Please contact events@kpler.com for more information

Agenda

2:00 pm - 3:00 pm
Crude Market Outlook & Insights
  • Impact of tariffs on market outlook and trade flows
  • US shale production and cost
  • OPEC+ policy analysis
  • Russia outlook and sanctions

3:00 pm - 4:00 pm
Products & Refining Market Deep Dive
  • Atlantic Basin: Impact of Dangote and US/EUR closures
  • Outlook for India and China
  • Russian refinery capacity and impact of Ukrainian attacks
  • Long-term outlook on light, medium, and heavy crudes
  • Survival of simple versus complex refineries in the long term
  • Methodology and assumptions behind refinery margin calculations
  • Future flow of intermediate and unfinished refinery products
  • Granular crude trade flows in the ARA region

Agenda & Highlights

Jonathan Leitch

Director of Commodity Research

Jonathan Leitch is a member of Kpler’s Insight team in charge of client liaison.He is a recognised industry expert with over 30 years of experience in the crude oil and refined product markets. He has worked in trading, shipping and broking for companies including Shell and RWE.Jonathan moved into research and analysis in 2005, working for FGE, Wood Mackenzie and Turner, Mason & Company.He joined Kpler in 2022 to take the lead on cementing relationships between the analyst team and our clients, helping to bring reputable insights to the commodity community by harnessing Kpler’s considerable array of proprietary data.

Andon Pavlov

Director of Oil and Tanker Research

Prior to Kpler's acquisition, Andon had spent five years at JBC Energy, leading the downstream research team. For the past three years, he has spearheaded in-depth analyses on refinery margin estimates, operational supply and demand modelling, and forecasting, along with comprehensive cross-barrel analyses. Working alongside his team of seasoned professionals at Kpler, recently, Andon expanded his leadership to oversee liquids and freight research at Kpler. He is based in Vienna, Austria.

Homayoun Falakshahi

Head of Crude Oil Analysis

Homayoun brings over 11 years of experience in the oil and gas industry, with a strong track record in market analysis and strategic insight. He leads Kpler’s crude oil analysis team, managing analysts focused on global oil market dynamics, supply & demand, and geopolitical drivers. He frequently delivers insights to global clients and speaks at major industry events. He holds an MSc in Energy Management from ESCP Europe and an MA in MENA Geopolitics from Sciences Po Grenoble. Fluent in Farsi and French, he is based in Paris.

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. 

Franck Fischer

VP Oil & Chemicals

Franck Fischer leads Kpler’s Oil and Chemicals business unit and brings over 30 years of trading and energy market experience. He has worked in physical and financial trading at firms like Totsa, Gunvor, and Rothschild, across global hubs (London, New York, Geneva, Singapore, Moscow). Since joining Kpler in 2021, Franck has led the development of the company’s S&D product and now oversees strategic client engagement, ensuring delivery of the best data, tools, and insights.

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Should you have any question about the event please contact: events@kpler.com