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Synopsis

Alexandre Andlauer, Global Energy and Corporates, Florian Grünberger, Cross-Commodity & Geopolitics and Reid I’Anson, Macroeconomy share their latest market analysis.

What you'll learn

  • Macro: the market raises bets for a December Fed cut as China struggles into year end
  • Crude: Bearish pressure and product divergence to persist in H1 2026
  • Metals strength: Macro support in precious, supply tightness in base metals

Meet the speakers

Alexandre Andlauer
Lead Analyst - Global Energy and Corporates

Alexandre is a member of the Kpler Insight team in charge of Macro and Corporate Analysis.He has worked for more than 15 years in the oil & gas industry as an analyst. He has spent most of his time covering listed companies as a sell-side analyst. In 2012, he predicted the collapse in oil prices which occurred in 2015, all thanks to extensive work to understand the shale revolution through corporate data. He spent many months in the US shale plays (North Dakota, Texas, Oklahoma, Pennsylvania) and published a 300-page book on the oil industry with a specific focus on shale oil. Alex joined Kpler in 2018 to start the research division.

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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.

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