Agenda

About the Event

The Kpler Perth Commodities Briefing brings together market experts, industry leaders, and key stakeholders to discuss the latest developments shaping global commodities. This exclusive half-day event offers actionable insights on energy, coal, metals, and freight — with a focus on Australia’s role in seaborne trade flows.

Venue: Dexus Place Perth, Level 16

Date: 11 November 2025

Time: 9am AWST

Why Attend?

  • Hear from Kpler analysts on global and regional commodity outlooks

  • Gain perspectives on LNG, coal, base metals, and dry bulk freight markets

  • Learn how supply, demand, and policy shifts are reshaping global trade

  • Network with peers in commodities and energy trading
Kpler Perth Commodities Briefing

registrations for this event are now closed

Please contact events@kpler.com for more information

Agenda

Highlights

09:30 AM – Registration

10:00 AM – Opening Address

10:10 AM – 2026 LNG & Gas Market Outlook: Supply Growth, Demand Recovery, Key Risks

  • North America leads incremental LNG supply growth
  • European demand remains weather-driven; Asia rebounds on softer prices
  • Geopolitics, weather, and price volatility as balance drivers

10:30 AM – Market Outlook: Iron Ore & Coal

  • Supply and demand factors shaping seaborne trade
  • Short- to mid-term outlook for iron ore and coal markets

10:50 AM – Base Metals Market Dynamics: Seaborne Trends and Security of Supply

  • Copper outlook: competition among smelters & Australia’s export flows
  • Bauxite & alumina: resource nationalism and energy costs reshaping supply chains
  • Critical minerals: lithium, nickel, zinc — scope for future insights

11:10 AM – What Should We Expect for the Dry Bulk Freight Market in 2026?

  • Freight market drivers: carrier earnings, bunker costs, congestion, fleet capacity
  • Seaborne trade outlook: demand for major and minor bulks
  • Pricing trends and risks shaping short- and medium-term freight markets

11:30 AM – Closing Remarks

11:40 AM –  Networking Lunch

Go Katayama

Principal Insight Analyst - LNG & Natural Gas

Go Katayama is a Principal Insights Analyst - LNG & Natural Gas at Kpler based in Tokyo with over a decade of experience in analyzing global LNG markets for various clients and internal stakeholders. He leads Kpler Insights fundamental analysis on Asian demand. Prior to joining Kpler, he was Senior LNG analyst and Japan power regulation Advisor at Shell and global LNG consultant at Poten & Partners. He holds a masters degree in Global Energy Policy from New York University.

Jasmine Ng

Dry Bulk Analyst

Jasmine has a background working with Iron Ore, Coal and Steel commodities. Prior to Kpler, Jasmine was a Market Analyst at Majestic Rock Resources, of which parent group Sinogiant is headquartered in Beijing.

Ben Ayre

Lead Dry Bulk Data Analyst

Ben joined Kpler in 2024 to lead on data quality for metal and mineral supply chains. He has extensive experience in the application of alternative data for trade intelligence, having started his career at Trase. Ben holds a bachelors degree in Geography from UCL and is based in Brighton, UK.

Hanif Kamar

Dry Bulk Freight, Senior Analyst

Secure your spot today and be part of the Perth briefing shaping commodities conversations.

Nov 11, 2025 | Dexus Place, Level 16, 240 St Georges Terrace, Perth

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Contact us

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