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Synopsis

This high-level expert panel discussion examines the evolving Iranian crisis and its implications for regional stability and global energy markets.

What you'll learn

  • Would Saudi Arabia and the UAE quietly benefit from Iran-related risk premiums, or are they more worried about being pulled into an uncontrolled escalation they don’t want?
  • How do markets distinguish between deliberate U.S. restraint and a loss of deterrence? What signals could cause risk premiums to rise?
  • What policy options does the United States realistically have that increase pressure on Iran without triggering broader regional instability?
  • How does Israel’s strategic calculus change if Iran is internally unstable—does that lower or raise the risk of unilateral Israeli action?
  • What is the probability of Iran attempting to disrupt traffic through the Strait of Hormuz, and what specific triggers would materially increase that risk?

Meet the speakers

Amena Bakr
Head of Middle East & OPEC+ Research

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.

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Homayoun Falakshahi
Head of Crude Oil Analysis

Homayoun brings over 11 years of experience in theoil and gas industry, with a strong track record inmarket analysis and strategic insight. ​He leads Kpler’s crude oil analysis team, managing ateam of analysts focused on global oil marketdynamics, from supply and demand fundamentals togeopolitical drivers.​ Homayoun frequently delivers insights to globalclients and speaks at major industry events.​ Homayoun holds an MSc in Energy Management fromESCP Europe and an MA in MENA Geopolitics fromSciences Po Grenoble. He is fluent in Farsi and French and is based in Paris, France.

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