Kpler Perth Commodities Briefing
Synopsis
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
Agenda
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
Meet the speakers
고 가타야마
Go Katayama는 도쿄에 본사를 둔 Kpler의 LNG 및 천연 가스 부문 수석 인사이트 분석가로 다양한 고객과 내부 이해 관계자를 대상으로 10년 이상 글로벌 LNG 시장을 분석한 경험을 보유하고 있습니다.그는 아시아 수요에 대한 Kpler Insights의 기초 분석을 이끌고 있습니다.Kpler에 합류하기 전에는 Shell에서 선임 LNG 분석가이자 일본 전력 규제 자문을 역임했으며 Poten & Partners에서 글로벌 LNG 컨설턴트로 근무했습니다.그는 뉴욕 대학교에서 글로벌 에너지 정책 석사 학위를 받았습니다.
Jasmine Ng
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
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
Hanif specialises in predictive analyses of dry bulk freight markets and is based in Kuala Lumpur.He works on building a clearer understanding of the link between dry bulk trade and shipping by developing supply–demand balances, forecasting freight rates, and running scenario analyses.Before joining Kpler, he held a similar role at S&P Global Commodity Insights and previously worked as a reliability engineer at Vale’s iron ore port in Malaysia.
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