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Synopsis

This high-level expert panel discussion examines the evolving Iranian crisis and its implications for regional stability and global energy markets.

What you'll learn

  • Would Saudi Arabia and the UAE quietly benefit from Iran-related risk premiums, or are they more worried about being pulled into an uncontrolled escalation they donโ€™t want?
  • How do markets distinguish between deliberate U.S. restraint and a loss of deterrence? What signals could cause risk premiums to rise?
  • What policy options does the United States realistically have that increase pressure on Iran without triggering broader regional instability?
  • How does Israelโ€™s strategic calculus change if Iran is internally unstableโ€”does that lower or raise the risk of unilateral Israeli action?
  • What is the probability of Iran attempting to disrupt traffic through the Strait of Hormuz, and what specific triggers would materially increase that risk?

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Meet the speakers

Amena Bakr
Head of Middle East & OPEC+ Research

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.

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์›์œ  ๋ถ„์„ ์ฑ…์ž„์ž

Homayoun์€ ์„์œ  ๋ฐ ๊ฐ€์Šค ์‚ฐ์—…์—์„œ 11๋…„ ์ด์ƒ์˜ ๊ฒฝํ—˜์„ ์Œ“์•˜์œผ๋ฉฐ ์‹œ์žฅ ๋ถ„์„ ๋ฐ ์ „๋žต์  ํ†ต์ฐฐ๋ ฅ ๋ถ„์•ผ์—์„œ ๋›ฐ์–ด๋‚œ ์‹ค์ ์„ ์Œ“์•˜์Šต๋‹ˆ๋‹ค.๊ทธ๋Š” Kpler์˜ ์›์œ  ๋ถ„์„ ํŒ€์„ ์ด๋Œ๋ฉด์„œ ์ˆ˜์š”์™€ ๊ณต๊ธ‰ ํŽ€๋”๋ฉ˜ํ„ธ๋ถ€ํ„ฐ ์ง€์ •ํ•™์  ๋™์ธ์— ์ด๋ฅด๊ธฐ๊นŒ์ง€ ๊ธ€๋กœ๋ฒŒ ์„์œ  ์‹œ์žฅ ์—ญํ•™์— ์ดˆ์ ์„ ๋งž์ถ˜ ๋ถ„์„๊ฐ€๋“ค๋กœ ๊ตฌ์„ฑ๋œ ํŒ€์„ ๊ด€๋ฆฌํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.Homayoun์€ ๊ธ€๋กœ๋ฒŒ ๊ณ ๊ฐ์—๊ฒŒ ์ž์ฃผ ํ†ต์ฐฐ๋ ฅ์„ ์ œ๊ณตํ•˜๊ณ  ์ฃผ์š” ์—…๊ณ„ ํ–‰์‚ฌ์—์„œ ์—ฐ์„คํ•ฉ๋‹ˆ๋‹ค.Homayoun์€ SCP Europe์—์„œ ์—๋„ˆ์ง€ ๊ด€๋ฆฌ ์„์‚ฌ ํ•™์œ„๋ฅผ, Sciences Po Grenoble์—์„œ MENA ์ง€์ •ํ•™ ์„์‚ฌ ํ•™์œ„๋ฅผ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค.ํŽ˜๋ฅด์‹œ์•„์–ด์™€ ํ”„๋ž‘์Šค์–ด์— ๋Šฅํ†ตํ•˜๋ฉฐ ํ”„๋ž‘์Šค ํŒŒ๋ฆฌ์— ๊ฑฐ์ฃผํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

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