Kpler Day at PIMCO
Past Event
Meet us:

Kpler Day at PIMCO

Tuesday, June 17, 2025

Synopsis

Join us for an exclusive Kpler Day at PIMCO's offices in Newport Beach on June 17, 2025 – available both in-person and online.

Our leading experts will share market outlooks and actionable insights through 4 dedicated sessions, covering:

  • Macroeconomics
  • NGL
  • Crude
  • LNG

View full agenda below:

Events details:

  • Venue: PIMCO offices in Newport Beach, California
  • Date: Tuesday, June 17, 2025
  • Time: 9:00am - 12:40pm

Agenda

9:00 - 9:15 | Networking and  Breakfast

9:15 - 9:45 | Macroeconomics - Reid L'Anson

  •  What's the current outlook for global economic growth this year?
  • How are things progressing within the US economy and how do tariffs play into the broader narrative?
  • Are Chinese economic imbalances continuing to persist?

10:00 - 10:45 | NGL - Nils Jenson, Ciaran Tyler

  • Ripple effects from new US ethane export licensing requirements
  • Implications of the global LPG trade reshuffling around US-China trade barriers
  • Petchem feedstock competition and the global olefins glut

11:00- 11:45 | Crude - Matt Smith

  • Trump 2.0 and the impact of potential sanctions and tariffs
  • What comes next for OPEC+
  • Global crude balances and demand growth expectations for 2025
  • Non-OPEC supply growth, global flows and what they mean for oil inventories

11:45- 12:30 | LNG - JP Lacouture

  • 2025 outlook on global LNG supply/demand
  • Timeline of upcoming and ongoing LNG plant start-ups
  • EU natural gas storage injection progress

12:30 - 12:40 | Closing remarks

Meet the speakers

Reid I'Anson
Reid I'Anson
Macroeconomist

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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키어런 타일러
키어런 타일러
수석 애널리스트 NGL과 나프타

오일 제품 및 펫켐 업계에서 7년 이상의 경력을 쌓은 Ciaran은 2017년 초 I.C.I.S에서 유럽 펫켐스 데스크에 앉아 경력을 쌓기 시작한 후 오일 제품 데스크로 이동하여 나프타를 다루기 시작했습니다.시아란은 에너지 애스펙트, FGE, 다우존스에서 웨스트 오브 수에즈 LPG 및 나프타 시장을 전문으로 하는 수석 라이트 엔드 애널리스트로 근무했습니다.Ciaran은 팀이 Insight의 글로벌 NGL 적용 범위를 확장하고 강화할 수 있도록 지원하기 위해 NGL 전문가로 2024년 1월 Kpler에 합류했습니다.그는 현재 영국 런던에 거주하고 있습니다.

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Matt Smith
Matt Smith
Director of Commodity Research

Matt started his career at Royal Bank of Canada in London, England, working his way up to portfolio manager in the investment management team. He then moved to the US and spent 8 years as a Global Commodity Analyst at Schneider Electric / Summit Energy, before becoming Director of Commodity Research at ClipperData for 6 years, leading a team of analysts across a variety of energy commodities. Matt joined Kpler in September 2021 as Lead Analyst, Americas, and is focused on producing research and providing counsel to key clients on the energy market. Matt is regularly featured by media outlets such as CNBC, Bloomberg, NPR, Wall Street Journal and Reuters.

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JP Lacouture
JP Lacouture
Principal Insight Analyst - Natural Gas & LNG

JP joined Kpler in June 2024 and leads Kpler Insight’s analytics in North America, South America, and the Middle East. JP began his career as an upstream oil & gas analyst, creating economic models of individual oil and gas fields in Oceania and the US. He then spent nine years on the LNG & Natural Gas consulting team at Poten & Partners, where he worked on projects for myriad industry players. In particular, JP was heavily involved in commercial and market due diligence for nearly every North American LNG project. JP is based in New York and holds a BSc in Geological Engineering from Colorado School of Mines.

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