Kpler Liquids & Crude Briefing Singapore
Synopsis
As geopolitical tensions escalate and new refining capacities come online, markets across Asia and beyond are facing shifting supply dynamics and evolving trade flows.
Join Kpler’s senior analysts, Zameer Yusof (Senior Lead Research Analyst, Middle Distillates) and Muyu Xu (Senior Crude Oil Analyst), for an exclusive briefing as they provide high-level insights into the downstream and upstream landscape, including regional product imbalances, crude supply outlooks, and the latest developments in OPEC+ policy and sanctioned barrels.
This session is designed to equip traders, analysts, and market participants with timely intelligence for H2 2025 and beyond.
Event details:
Date: 28 July, 2025
Time: 1.30pm - 3.30pm
Venue: WeWork 21 Collyer Quay | Room 2G | 2nd Floor
Get ahead of the curve with exclusive insights into the evolving liquids and crude oil landscape. Whether you're in trading, analysis, or strategy, this is your chance to hear directly from Kpler’s leading market experts.
Agenda
Key Topics Covered
Middle Distillates Market Outlook
Middle East Tensions: Who’s Exposed, Who Gains
- Products and regions most at risk from Suez and Hormuz disruptions
- Beneficiaries if tensions persist
New Refinery Startup Status Update
- Latest on Dangote, Balikpapan, and other key projects
- Incremental supply timelines and market impact
- Effects on regional balances and trade flows
Asian Products Outlook
- Key trends and market expectations for H2 2025
- Emerging arbitrage opportunities and evolving trade routes
- Chinese export quota utilization and implications
Crude Oil Market Outlook
Implications of the Israel–Iran Conflict on Crude Oil Supply and Prices
- Supply risks and exposure
- Largest buyers and potential supply shifts
- Ability of major producers to cover any shortfalls
OPEC+ Policy and Production Forecast
- Kpler’s outlook for OPEC+ strategy in H2 2025
Global Crude Supply and Balance Outlook
- Key supply trends from OPEC+ and non-OPEC+ countries
- 12-month price forecast for North Sea Dated crude
Updates on Sanctioned Barrels
- Iranian exports and Chinese demand sentiment
- Russian shipping fleet overview
- Developments in Venezuelan crude supply
Meet the speakers
Muyu Xu
Muyu Xu is a Senior Crude Oil Analyst at Kpler. In her role, she primarily focuses on crude oil flows and fundamentals in the Asian market and collaborates closely with fellow analysts to provide comprehensive analysis and research on the global oil market.Before joining Kpler in early March, Muyu worked as a commodities and energy correspondent for 7-1/2 years at Reuters Beijing and Singapore bureau, covering a broad spectrum of topics including iron ore, coal, power, environment and oil.She is currently based in Singapore.
Zameer Yusof
Zameer Yusof is currently a senior manager for clean oil products at Kpler, based in Singapore. Prior to that, he spent 7 years as a derivatives analyst and pricing analyst at S&P Global, and 3 years managing London Stock Exchange Group’s East of Suez middle distillates flows research.
로슬란 카사우네
Roslan은 Kpler Insight 팀의 수석 중질 증류액 분석가로 에너지 산업, 특히 아시아와 중동 지역에서 10년 이상 경험을 쌓았습니다.그는 동남아시아, 중동 및 중미에서 프리랜서로 경력을 시작한 후 싱가포르에서 로이터 에너지 저널리스트로 일하면서 글로벌 연료유 시장, 중경 증류액, 원유 및 해운을 전문으로 합니다.그는 2022년에 분석 분야로 옮겨 데이터와 시장 인텔리전스를 활용하여 고객이 중대한 위험과 기회를 식별하는 데 도움이 되는 날카로운 통찰력을 제공합니다.Roslan은 싱가포르에 본사를 두고 있으며 로테르담 경영대학원에서 재무 및 투자 석사 학위를 받았습니다.그는 영어, 아랍어, 불가리아어에 능통합니다.
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