US-Iran conflict begins: The impact on global energy markets

Amena Bakr is the Head of Middle East Energy & OPEC-plus research at Kpler, based in Dubai. She leads oil market analysis, OPEC policy research, and risk assessments in the Middle East. Previously, she was a senior research analyst at Energy Intelligence Group and served as Chief OPEC Correspondent and Dubai Deputy Bureau Chief for eight years, earning multiple journalism awards, including the 2023 OPEC award for best journalist. She also worked as an Energy Correspondent for Reuters in Dubai, Doha, and Riyadh, covering energy and political risk. Amena holds a BA in Business Administration from the Arab Academy for Science, Technology & Maritime Transport in Egypt, with a major in management information systems.

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.

Michelle Brouhard is the Head of Policy and Geopolitical Risk at Kpler, with over 20 years of experience trading global oil, natural gas, and power markets. Her work sits at the intersection of policy and markets, where she has expressed geopolitical and sanctions risk directly through portfolio construction, positioning, and risk management. She recently completed a Master’s in Global Policy at Johns Hopkins University’s School of Advanced International Studies (SAIS), where her work focused on energy security, climate policy, and economic competitiveness within the Energy Trilemma framework.

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.