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โ€œThis open forum allows our strategists and traders to engage directly with experts, gaining real-time insights on market trends.โ€
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Synopsis

Kpler analysts run a cross-commodity session every Thursday, exclusively for clients, looking at: what moved markets last week, what the latest trade flow data is signalling, and where to focus attention in the days ahead.

What you'll learn

  • The latest Middle East developments and their impact across global commodity markets
  • Crude and refined products market movements, pricing dynamics and trade flow shifts
  • Freight and dry bulk trends shaping global shipping activity and vessel movements
  • Key developments across US energy markets, gas and power
  • Fresh trade flow data highlighting changes in supply chains, demand patterns and export flows
  • The geopolitical, risk and compliance issues most likely to influence markets in the week ahead

Meet the speakers

Matt Stanley
Head of Market Engagement

With over 25 years of trading and broking experience in the energy market, joined Kpler in 2022 as Head of Market Engagement for Europe, Middle East, Africa and Asia. Works closely with clients providing advice and support across the energy sector, leveraging data and analytical tools to offer expert counsel on market trends and opportunities. Was instrumental in supporting the launch of the AG fuel oil derivative contract in 2016 and continues to advise traders, exchanges, and PRAs. Career includes positions as trader for Trafigura, director at Nigerian energy company Oando, and director at brokerage house Starfuels. Regularly appears as energy commentator for newspapers, radio, television and newswires, and sits on various industry panels.

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JP Lacouture
Principal Insight Analyst - Natural Gas & LNG

JP joined Kpler in June 2024 and leads Kpler Insightโ€™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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Michelle Brouhard
Head of Policy and Geopolitical Risk

Michelle Brouhard is the Head of Policy and Geopolitical Risk at Kpler, with over 20 years of experience trading global oil, natural gas, and power markets. Her work sits at the intersection of policy and markets, where she has expressed geopolitical and sanctions risk directly through portfolio construction, positioning, and risk management. She recently completed a Masterโ€™s in Global Policy at Johns Hopkins Universityโ€™s School of Advanced International Studies (SAIS), where her work focused on energy security, climate policy, and economic competitiveness within the Energy Trilemma framework.

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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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Alessandro Armenia
Power Analyst

Alessandro Armenia leads Kpler's Power Analytics team. He holds 3 nationalities and speaks 5 languages (Italian, Spanish, French, Portuguese, English). He earned a BSc in physics engineering from Politecnico di Milano and a master's in Energy Engineering from IST Portugal and ร‰cole Polytechnique France. Before Kpler, he worked at TotalEnergies as a CCS analyst on modelling and techno-economic analysis. He also hosted the InnoStation podcast for 2 years, interviewing 15+ energy startup CEOs. At Kpler, Alessandro develops Power Insights (technical reports, articles, price forecasts) and presents to clients. His expertise covers European power markets, especially short-term and balancing markets in the CWE region.

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๋กœ์Šฌ๋ž€ ์นด์‚ฌ์šฐ๋„ค
์„ ์ž„ ์ˆ˜์„ ์—ฐ๊ตฌ ๋ถ„์„๊ฐ€, ์—ฐ๋ฃŒ์œ 

Roslan์€ Kpler Insight ํŒ€์˜ ์ˆ˜์„ ์ค‘์งˆ ์ฆ๋ฅ˜์•ก ๋ถ„์„๊ฐ€๋กœ ์—๋„ˆ์ง€ ์‚ฐ์—…, ํŠนํžˆ ์•„์‹œ์•„์™€ ์ค‘๋™ ์ง€์—ญ์—์„œ 10๋…„ ์ด์ƒ ๊ฒฝํ—˜์„ ์Œ“์•˜์Šต๋‹ˆ๋‹ค.๊ทธ๋Š” ๋™๋‚จ์•„์‹œ์•„, ์ค‘๋™ ๋ฐ ์ค‘๋ฏธ์—์„œ ํ”„๋ฆฌ๋žœ์„œ๋กœ ๊ฒฝ๋ ฅ์„ ์‹œ์ž‘ํ•œ ํ›„ ์‹ฑ๊ฐ€ํฌ๋ฅด์—์„œ ๋กœ์ดํ„ฐ ์—๋„ˆ์ง€ ์ €๋„๋ฆฌ์ŠคํŠธ๋กœ ์ผํ•˜๋ฉด์„œ ๊ธ€๋กœ๋ฒŒ ์—ฐ๋ฃŒ์œ  ์‹œ์žฅ, ์ค‘๊ฒฝ ์ฆ๋ฅ˜์•ก, ์›์œ  ๋ฐ ํ•ด์šด์„ ์ „๋ฌธ์œผ๋กœ ํ•ฉ๋‹ˆ๋‹ค.๊ทธ๋Š” 2022๋…„์— ๋ถ„์„ ๋ถ„์•ผ๋กœ ์˜ฎ๊ฒจ ๋ฐ์ดํ„ฐ์™€ ์‹œ์žฅ ์ธํ…”๋ฆฌ์ „์Šค๋ฅผ ํ™œ์šฉํ•˜์—ฌ ๊ณ ๊ฐ์ด ์ค‘๋Œ€ํ•œ ์œ„ํ—˜๊ณผ ๊ธฐํšŒ๋ฅผ ์‹๋ณ„ํ•˜๋Š” ๋ฐ ๋„์›€์ด ๋˜๋Š” ๋‚ ์นด๋กœ์šด ํ†ต์ฐฐ๋ ฅ์„ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.Roslan์€ ์‹ฑ๊ฐ€ํฌ๋ฅด์— ๋ณธ์‚ฌ๋ฅผ ๋‘๊ณ  ์žˆ์œผ๋ฉฐ ๋กœํ…Œ๋ฅด๋‹ด ๊ฒฝ์˜๋Œ€ํ•™์›์—์„œ ์žฌ๋ฌด ๋ฐ ํˆฌ์ž ์„์‚ฌ ํ•™์œ„๋ฅผ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค.๊ทธ๋Š” ์˜์–ด, ์•„๋ž์–ด, ๋ถˆ๊ฐ€๋ฆฌ์•„์–ด์— ๋Šฅํ†ตํ•ฉ๋‹ˆ๋‹ค.

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Victoria Grabenwรถger

Victoria is part of Kpler's crude analysis unit within the wider research team, covering crude supply and demand dynamics, flows, and developments on the African continent. She is currently based in Vienna, Austria.

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๋งท ๋ผ์ดํŠธ
์ˆ˜์„ ํ™”๋ฌผ ๋ถ„์„๊ฐ€ - ์ธ์‚ฌ์ดํŠธ

๋งคํŠœ ๋ผ์ดํŠธ๋Š” Kpler์˜ ์ˆ˜์„ ํ™”๋ฌผ ๋ถ„์„๊ฐ€์ž…๋‹ˆ๋‹ค.๊ทธ๋Š” ๊ณ ๊ฐ์—๊ฒŒ ํ™”๋ฌผ ์‹œ์žฅ์— ๋Œ€ํ•œ ์ „๋ฌธ ์ง€์‹, ๋ถ„์„ ๋ฐ ์—ฐ๊ตฌ๋ฅผ ์ œ๊ณตํ•˜๋Š” ์ผ์„ ์ด๋Œ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.Kpler์— ์ž…์‚ฌํ•˜๊ธฐ ์ „์— Matthew๋Š” SSY Ship Brokers์—์„œ ์„ ์ž„ ํƒฑ์ปค ์• ๋„๋ฆฌ์ŠคํŠธ๋กœ ์ผํ•˜๋ฉด์„œ ์œ ์กฐ์„  ์‹œ์žฅ ๋ถ„์„, ์‹ ๋ชจ๋ธ ๊ฐœ๋ฐœ ์ฃผ๋„, ์ปจ์„คํŒ… ๋ฌธ์˜ ์ฒ˜๋ฆฌ๋ฅผ ๋‹ด๋‹นํ–ˆ์Šต๋‹ˆ๋‹ค.Matthew๋Š” Argus Media์—์„œ 7๋…„๊ฐ„ ์ปจ์„คํŒ… ๊ฒฝ๋ ฅ์„ ์Œ“์•˜์œผ๋ฉฐ, ๊ทธ๊ณณ์—์„œ ๋‹ค์–‘ํ•œ ๋‹จ์ผ ๊ณ ๊ฐ ํ”„๋กœ์ ํŠธ๋ฅผ ์ˆ˜ํ–‰ํ•œ ํ›„ ํ™”๋ฌผ, ์›์œ  ๋ฐ ์ •์ œ ์ œํ’ˆ์— ์ดˆ์ ์„ ๋งž์ถ˜ ๊ตฌ๋… ๋ณด๊ณ ์„œ ๋ฐฐ์†ก ๊ด€๋ฆฌ๋ฅผ ๋งก์•˜์Šต๋‹ˆ๋‹ค.

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Matthew Darragh
Grains & Oilseeds Analyst

Matt joined Kplerโ€™s Insight Team in January 2025 as a Grains & Oilseeds Analyst, based in London. Prior to Kpler, Matt was a Cereals & Oilseeds Analyst at the Agriculture and Horticulture Development Board (AHDB), conducting both domestic (UK) and global analysis of the respective grains and oilseeds markets. Before becoming an analyst at AHDB, Matt acquired a Masters of Science in Agricultural Economics at the University of Reading. At Kpler, Matt contributes to the Insight reports and conducts supply and demand analysis to support on the grain balance sheets.

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ํ˜ธ๋งˆ์œค ํŒ”๋ฝ์ƒคํžˆ
์›์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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