행사 개요

Navigating Uncertainty in a Shifting Energy Landscape

In today’s global energy environment, disruption and volatility are no longer exceptions, they’re the baseline. The oil and gas markets are increasingly shaped by shifting trade flows, evolving regulatory landscapes, and fragmented geopolitics. For traders, analysts, and decision-makers, staying ahead means understanding not just where barrels are moving, but why, and at what cost.

The Kpler APAC Insight Forum 2025 is a premier energy conference in Singapore that brings together oil & gas traders, LNG specialists, and energy analysts to explore the future of global trade flows, OPEC+ strategies, and Asia’s shifting energy markets.

At the conference we’ll dive into how recent developments, from geopolitical tensions to sanctions, tariffs, and structural market changes, are influencing global energy dynamics and regional market behavior.

Held at the world renown Marina Bay Sands, join market experts, analysts, and industry leaders for a focused afternoon of forward-looking discussions and data-backed insights that will help define your strategy for the year ahead. This is a key opportunity to connect with peers, hear directly from Kpler specialists, and gain the clarity needed to navigate what’s next in the energy space.

Kpler APAC Insight Forum 2025

registrations for this event are now closed

Please contact events@kpler.com for more information

registrations for this event are now closed

Please contact events@kpler.com for more information

프로그램 안내

Destaques

09:30 AM Registration & Welcome Coffee

10:00 AM Opening Remarks

10:05 AM Fireside chat - Kpler AI: Capabilities & Vision (Guest speaker: Xiuju Fu - Senior Principal Scientist and Director, A*STAR IHPC)

Session 1:

10:25 AM OPEC+ and Crude's Path Forward | Amena Bakr

  • Latest OPEC+ policy and market impact
  • Key drivers shaping policy ahead
  • Outlook for balances and oil prices

10:45 AM Crude Reality Check: Can the market defy the weight of oversupply? | Homayoun Falakshahi

  • Geopolitical risks and sanctions drive premiums
  • Structural supply surge in 2025–26 weighing on prices
  • Challenges for OPEC+ and non-OPEC+ producers

11:05 AM Q&A

11:15 AM Coffee Break & Networking


Session 2:

11:35 AM Navigating in Uncertain Waters | Andon Pavlon

  • Middle distillates buoyed by supply constraints
  • Geopolitics pressuring light ends
  • Near-term margin outlook

11:55 AM Geopolitics Dominates Tanker Outlook | Matt Wright

  • OPEC+ supply glut and VLCC demand
  • Red Sea attacks and trade flows
  • Sanctions and tariffs reshaping oil transport

12:15 PM Winter 2025–2026 LNG & Gas Outlook: Supply, Demand & Risks | Nelson Xiong

  • North America leading LNG supply growth
  • Demand outlook in Europe and Asia
  • Risks from geopolitics, prices, and weather

12:35 PM Q&A

12:50 PM Closing Remarks

1:00 PM Networking Lunch & Product Demos

Jonathan Leitch

Director of Commodity Research
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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.

Andon Pavlov

Director of Oil and Tanker Research
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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.

호마윤 팔락샤히

원유 분석 책임자
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Homayoun은 석유 및 가스 산업에서 11년 이상의 경험을 쌓았으며 시장 분석 및 전략적 통찰력 분야에서 뛰어난 실적을 쌓았습니다.그는 Kpler의 원유 분석 팀을 이끌면서 수요와 공급 펀더멘털부터 지정학적 동인에 이르기까지 글로벌 석유 시장 역학에 초점을 맞춘 분석가들로 구성된 팀을 관리하고 있습니다.Homayoun은 글로벌 고객에게 자주 통찰력을 제공하고 주요 업계 행사에서 연설합니다.Homayoun은 SCP Europe에서 에너지 관리 석사 학위를, Sciences Po Grenoble에서 MENA 지정학 석사 학위를 받았습니다.페르시아어와 프랑스어에 능통하며 프랑스 파리에 거주하고 있습니다.

Amena Bakr

Head of Middle East & OPEC+ Research
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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.

맷 라이트

수석 화물 분석가 - 인사이트
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매튜 라이트는 Kpler의 수석 화물 분석가입니다.그는 고객에게 화물 시장에 대한 전문 지식, 분석 및 연구를 제공하는 일을 이끌고 있습니다.Kpler에 입사하기 전에 Matthew는 SSY Ship Brokers에서 선임 탱커 애널리스트로 일하면서 유조선 시장 분석, 신모델 개발 주도, 컨설팅 문의 처리를 담당했습니다.Matthew는 Argus Media에서 7년간 컨설팅 경력을 쌓았으며, 그곳에서 다양한 단일 고객 프로젝트를 수행한 후 화물, 원유 및 정제 제품에 초점을 맞춘 구독 보고서 배송 관리를 맡았습니다.

Nelson Xiong

LNG & Natural Gas Insight Analyst
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Nelson joined Kpler in October 2024 to cover Asian gas & LNG markets. He focuses on market analysis and Supply & Demand forecasting in Japan, South Korea, Taiwan, and mainland China. Also, he collaborates with his team on coverage on European, South Asian, and Southeast Asian markets. Before Kpler, Nelson spent 3+ years as an Associate in Goldman Sachs (Singapore) in commodity MO functions, also working on power & commodity data. He also spent less than a year as a Research Associate in Aurora Energy Research in Singapore, where he specialised in power & renewables market forecasting in Southeast Asian and South Korean market. Nelson holds a Bachelor of Engineering Science and a Master of Science in Technology Management from Nanyang Technological University, Singapore (NTU). He has lived, studied and worked in China, Singapore, and the US. He is currently a CFA charterholder.

Scott Sherwood

CTO
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Scott is a technology leader with a proven track record of building and scaling globally distributed engineering teams. Over two decades, he has evolved from academia and entrepreneurship to executive leadership, driving innovation in data intelligence and commodity markets. Before joining Kpler in 2022, Scott was VP of Engineering at Wood Mackenzie, where he led development of Lens, their data and analytics platform. At Kpler, he has rapidly scaled the engineering team and built systems processing billions of real-time data points daily, enhancing data-driven decision-making for global markets. With deep expertise in AI, big data, and scalable systems, Scott leverages technology to drive customer-centric solutions in commodity trading.

Xiuju Fu

Senior Principal Scientist and Director (Maritime AI Research Programme)
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Xiuju Fu is a Senior Principal Scientist at A*STAR’s Institute of High Performance Computing (IHPC) with expertise in AI, big data intelligence, simulation and optimisation techniques, focusing advancing complex system management and enhancement. As the Director of IHPC’s Maritime AI Research Programme, Fu drives research and development initiatives in maritime data excellence, AI modelling excellence, maritime AI computing, and application excellence. Her efforts aim to foster the development and application of AI in the maritime industry. Fu received an SMI Fellowship in 2023.

Kpler APAC Market Insight Forum 2025

Venue: Marina Bay Sands, Roselle Junior Ballroom | Date: 8 Sep, 9.30am to 1.30pm | Singapore
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