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Iran: The calm before the storm or the TACO trade? | Jan 26
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 don’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 Israel’s strategic calculus change if Iran is internally unstable—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?
Meet the speakers
Amena Bakr
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.
호마윤 팔락샤히
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.
Watch the webinar
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