Overview of event

Join us as Kpler's experts share their views on the outlook for energy markets in 2024. We will discuss what is driving changes in gas, crude oil and refined products supply and demand and what impact these changes will have on prices. With time for questions and answers, as well as networking opportunities.

Venue: Nobu Hotel Portman Square, 22 Portman Square, London W1H 7BG, United Kingdom

Date & Timings: 26 February, 1:30pm to 8:00pm

Kpler Market Insight Forum
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Please contact events@kpler.com for more information


Macroeconomic outlook


1.30pm Registration opens

2.00pm Welcome and introduction

2.10pm Macroeconomic Outlook

  • How changes to the macroeconomic environment will affect energy markets
  • What can we expect from China this year?
  • Recessionary factors and interest rates

2.25pm Natural gas and LNG market outlook 2024

  • European gas storage level expectations 
  • Global LNG supply/demand outlook, including the outlook for Asian demand
  • Supply availability for Europe and risk factors

2.50pm Panel discussion and Q&A

3.00pm Coffee break

3.30pm Crude oil markets

  • What is driving OPEC+ supply policies?
  • Where is new crude supply coming from?
  • How are flows expected to change?

3.50pm Oil products and refining

  • New refinery capacity additions and their impact on product trade flows
  • How are European refiners coping with an imperfect crude slate?
  • Gasoline supply outlook ahead of the summer driving season

4.10pm Panel discussion and Q&A

4.30pm Drinks reception

8.00pm Close

Meet our speakers

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.

Viktor Katona

Lead Analyst – Sour Crude

Viktor started his career at Hungary's MOL, first as a physical crude trader, managing Russian pipeline crude flows to Central Europe, then leading the same company’s seaborne crude trading operations. Having joined JBC Energy in early 2021 to gradually become the head of crude analysis, Viktor is now heading Kpler's sour crude analysis within the wider research team, covering supply and flows of OPEC+ countries, Latin America and others. He is based in Vienna, Austria.

Laura Page

LNG analyst, Kpler Insight

Laura joined Kpler’s Insight team as senior LNG analyst in 2021 and is responsible for the team’s LNG analytics, with a particular focus on supply and demand fundamentals. Laura has been covering the LNG market as a journalist and analyst for eight years. Previously she worked as Deputy Editor of Argus Media’s LNG daily report and as lead LNG analyst at Refinitiv (previously Thomson Reuters).

Andon Pavlov

Lead Analyst Refining and Dirty Products

Andon has been part of the JBC Energy research team since early 2017, being the primary point of reference regarding FSU and CEE topics, whilst building and expanding the company’s supply and demand models with a special focus on bottom of the barrel. Since then, he has grown into the role of Head of Downstream at JBC Energy, before taking over the Lead Analyst Refining and Dirty Products position at Kpler. Andon has worked in corporate finance and data management at the World Bank as well as Zobele Group.

Reid I'Anson

Senior Analyst - Macroeconomy and Cross Commodity

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